Kai Zollinger
Washington,UT
Summary
Dynamic leader with proven expertise in process optimization and team management, notably at Geneva Financial, LLC. Spearheaded initiatives that enhanced productivity reducing errors and decreased turn times. Excelled in fostering customer relationships and ensuring compliance, demonstrating a strong blend of analytical and interpersonal abilities.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Post Closing Manager
Geneva Financial, LLC.
05.2015 - 01.2024
- Leadership & Management: Successfully managed and oversaw all aspects of the post-closing process for a high-volume mortgage company, ensuring compliance with industry standards.
- Process Optimization: Developed and implemented efficient systems and procedures to streamline post-closing tasks, resulting in a 25% increase in productivity and a 15% reduction in errors.
- Team Development: Led a team of post-closing specialists, providing comprehensive training, continuous guidance, and support to ensure high-quality performance and professional growth.
- Quality Assurance: Conducted regular audits and reviews of post-closing documents to maintain accuracy and compliance, leading to a significant decrease in post-closing issues.
- Collaboration: Worked closely with underwriting, funding, and compliance departments to resolve post-closing discrepancies and improve overall workflow.
Owner
Legacy Athletics, LLC.
04.2007 - 05.2015
- Business Operations: Successfully managed and operated Legacy Athletics, LLC, demonstrating strong entrepreneurial skills and business acumen.
- Leadership & Team Management: Effectively led a team of 10 employees, fostering a collaborative and productive work environment.
- Marketing & Business Development: Developed and implemented innovative marketing strategies that increased client acquisition and retention.
- Financial Management: Oversaw financial operations, including budgeting, forecasting, and financial reporting.
- Customer Relations: Maintained excellent customer service standards, leading to high customer satisfaction and repeat business.
Skills
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Encompass/Point Loan Origination Software
- Leadership and Team Management
- Process Optimization
- Strategic Planning and Marketing
- Financial Analysis and Reporting
- Customer Relationship Management
- Compliance and Quality Assurance
Accomplishments
2016 Geneva Financial Employee of the Year.
Certification
Life and Health Insurance License
SIE Certification
Timeline
Post Closing Manager
Geneva Financial, LLC.
05.2015 - 01.2024
Owner
Legacy Athletics, LLC.
04.2007 - 05.2015
Life and Health Insurance License
SIE Certification
Similar Profiles
John ParrishJohn Parrish
Sr. Loan Officer at Geneva Financial LLCSr. Loan Officer at Geneva Financial LLC
Dianne HankaDianne Hanka
Mortgage Branch Manager at Geneva Financial LLCMortgage Branch Manager at Geneva Financial LLC
Stacy CollinsStacy Collins
Mortgage Loan Processor at Geneva Financial LLCMortgage Loan Processor at Geneva Financial LLC