Photography
Kaile Northcutt
Mesa,AZ
Summary
Detail-oriented financial services professional with over six years of experience in client relationship management and mortgage loan processing. Two years of experience processing FHA, VA, and conventional refinance loans, with a strong understanding of mortgage documentation, underwriting requirements, and loan pipeline management. Four years of experience supporting a high-performing financial advisory firm overseeing more than $130 million in assets under management and serving over 400 clients nationwide. Proven ability to manage complex financial transactions, coordinate documentation, maintain regulatory compliance, and deliver exceptional client service while handling multiple priorities in a fast-paced environment. Recognized for accuracy, organization, and building trusted client relationships throughout every stage of the financial process.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Client Relationship Manager
Accrue Wealth Designs
Gilbert, AZ
08.2022 - Current
- Manage a diverse pipeline of financial business, including annuities, life insurance, Medicare products, and assets under management with Fidelity Investments.
- Support a firm managing more than $130 million in client assets while serving 400+ clients nationwide .
- Facilitate client onboarding by gathering required documentation, preparing account applications, and ensuring complete and accurate submissions.
- Process new account openings, asset transfers, annuity replacements, and 1035 exchanges while maintaining compliance with industry regulations and company procedures.
- Coordinate with custodians, insurance carriers, financial institutions, and clients to resolve outstanding documentation and expedite transactions.
- Monitor pending business to ensure timely processing, proactively following up to minimize delays and maintain service standards.
- Maintain detailed client records and documentation with a high level of accuracy and confidentiality.
- Provide exceptional client service by communicating transaction status, answering questions, and resolving issues throughout the onboarding and account maintenance process.
- Contribute to annual production of $20–35 million in annuity business through efficient processing and client support.
Loan Processor II
Intercontinental Capital Group
Scottsdale, AZ
07.2020 - 04.2022
- Processed FHA, VA, and conventional refinance mortgage loans from application through closing.
- Reviewed loan files for completeness, accuracy, and compliance with investor and agency guidelines.
- Ordered and tracked third-party documentation, including appraisals, title work, payoffs, employment verification, and income documentation.
- Worked closely with loan officers, underwriters, title companies, and borrowers to obtain required conditions and ensure timely loan approval.
- Maintained an organized loan pipeline while prioritizing multiple files to consistently meet closing deadlines.
- Reviewed income, assets, credit, and supporting documentation to identify potential issues prior to underwriting.
- Delivered responsive customer service by providing borrowers with updates and assisting throughout the loan process.
- Ensured compliance with FHA, VA, conventional, and internal lending requirements while maintaining accurate loan documentation.
Patient Care Technician, Department Secretary
Banner Desert Medical Center
Mesa, AZ
08.2019 - 07.2020
- Obtained records from outside agencies to ensure seamless patient care
- Scheduled inpatient and emergent procedures in OR to facilitate timely treatments
- Transported patients to NICU post-op and set up preadmission rooms for patient stays
- Obtain records from outside agencies for the continuation of patient care
- Transported patients to designated areas within the facility to NICU post-op (if needed) and set up preadmission rooms for the patients stay
- Assure all medication and supply rooms are full stocked and prepared
Unit Secretary, Health Unit Coordinator
Florence Hospital at Anthem
Florence, AZ
08.2017 - 06.2018
- Assist physicians and nurses in contacting/consulting admitting physicians
- Facilitated communication between physicians and nursing staff for efficient admissions
- Coordinated bed placements with facilities to ensure timely patient transfers
- Arranged emergency transportation by communicating with AMR and Air Methods dispatch
- Executed various clerical tasks to support office operations; word processing, data entry, answering phones and filing
Registration, Admissions (Department Transfer)
Florence Hospital at Anthem
Florence, AZ
10.2013 - 08.2017
- Greeted and distributed paperwork to incoming patients, obtaining insurance documentation, demographics, and collecting secure payments to streamline registration process
- Prepared patient charts, pre-admissions, and consent forms.
- Examined patient insurance coverage, deductibles, possible insurance carrier payments, and remaining balances.
CNA/LNA
Fountain View Village SNF
Fountain Hills, AZ
09.2012 - 03.2013
- Collected patient specimens and data, including vital signs and input/output measurements, to monitor patient health
- Assisted patients with bathing, oral hygiene, grooming, and feeding to support daily living activities
- Moved patients safely between rooms and treatment areas in/out of beds, baths, wheeled chairs, and personal vehicles
Education
Some College - General Studies
Chandler-Gilbert Community College
GilbertDiploma - undefined
Basha High School
Chandler05-2011
Skills
- Pipeline Management
- Document Collection & Verification
- New Account Processing
- Funds Transfers
- Annuity Replacements & 1035 Exchanges
- Compliance & Regulatory Documentation
- Client Onboarding
- Salesforce, Wealthscape, Orion, Adobe Acrobat, DocuSign
- Microsoft Office Suite (Excel, Word, Outlook)
- Strong Attention to Detail
- Time Management
- Multitasking & Prioritization
- Confidentiality & Data Security
Certification
- Public Notary for the State of Arizona / Commission #: 692919
- Commission begin date: 02/10/2026
- Commission end date: 02/09/2030
Interests
Timeline
Client Relationship Manager
Accrue Wealth Designs
08.2022 - Current
Loan Processor II
Intercontinental Capital Group
07.2020 - 04.2022
Patient Care Technician, Department Secretary
Banner Desert Medical Center
08.2019 - 07.2020
Unit Secretary, Health Unit Coordinator
Florence Hospital at Anthem
08.2017 - 06.2018
Registration, Admissions (Department Transfer)
Florence Hospital at Anthem
10.2013 - 08.2017
CNA/LNA
Fountain View Village SNF
09.2012 - 03.2013
Diploma - undefined
Basha High School
Some College - General Studies
Chandler-Gilbert Community College