Kaitlin Beam
St. Cloud,MN
Summary
Passionate customer-centric professional dedicated to providing outstanding service while maintaining high levels of productivity and communication. Detail-oriented, approachable, and adaptable to evolving environments.
Overview
6
6
years of professional experience
Work History
Client Service Coordinator
Proviant Group
St. Cloud, MN
01.2023 - Current
- Provide excellent customer service to clients by responding promptly to inquiries in person, via phone, and email communications.
- Open new retirement accounts based on advisor recommendation.
- Provide research on securities at advisor request.
- Complete transactions as requested by clients.
- Complete retirement account rollovers.
- Monitor multiple calendars and schedule client appointments.
Financial Services Representative
Catholic United Financial Credit Union
St Cloud, MN
04.2022 - 12.2023
- Consistently provide exceptional service to members.
- Open memberships, recommend products and services beneficial to the member.
- Educate members on variety of loan products and available credit options to promote valuable decision-making.
- Interview, complete and underwrite consumer loan applications, and fund approved loans.
- Upload loan documents to loan packages.
- Assist with obtaining proof of insurance, perfected lien cards, and other necessary documents.
- Complete follow ups to members with pre-approvals.
- Assist with teller transactions in person and via phone.
Member Service Specialist
Mid Minnesota Federal Credit Union
Little Falls, MN
09.2021 - 04.2022
- Open memberships and educate members of products and services available.
- Complete loan applications and fund loans once approved.
- Proven record of cross-selling loan protection products.
- Assist members with online banking, fraud, and deposit account issues.
- Member of Young Professionals - MNCUN CREW since March 2022.
Human Resources Assistant
Benton County
Foley, MN
03.2021 - 09.2021
- Operate County phone line and direct calls to proper department in friendly and courteous manner.
- Complete background checks and assist new hires with orientation.
- Manage OSHA training and track completion to remain compliant.
- Created and maintain FMLA tracking on weekly basis while providing FMLA documents as requested.
- Schedule and facilitate pre-employment testing monthly.
- Created County-Wide Remote Work Policy templates including fillable Adobe PDF documents.
- Assist with other HR related projects as delegated by Human Resources Director.
- Manage multiple Outlook Calendars County-wide.
Transportation Coordinator
Performance Foodservice
Rice, MN
07.2020 - 03.2021
- Gathered timesheets to prepare weekly payroll data.
- Input driver miles, number of stops, and cases into data spreadsheet.
- Completed weekly back-haul report for payroll.
- Utilize exceptional attention to detail while entering driver miles, stops, cases, and back-haul data into payroll template.
- Submitted payroll prior to weekly deadline for processing.
Administrative Coordinator
Performance Foodservice
Rice, MN
01.2020 - 04.2020
- Answered phone calls and routed callers to appropriate departments while remaining professional and friendly at all times.
- Completed Request For Adjustments daily, printed credits, and mailed them.
- Processed FedEx shipments in timely manner.
- Organized and processed P-Card payments, and filed receipts accordingly.
Member Advisor
Affinity Plus Federal Credit Union
Baxter, MN
01.2018 - 01.2020
- Opened and closed branch daily while maintaining accurate cash drawer.
- Assisted members in person and via phone with transactions, loan and debit card inquiries.
- Opened memberships while multitasking and identifying products beneficial to members.
- Assisted with and resolved online banking and debit card fraud questions.
- Maintained positive relationships with members and coworkers.
- Helped members resolve account problems and showed them how to navigate online banking on a regular basis.
Education
Bachelor of Science - Business Management
Southwest Minnesota State University
Marshall, MN12.2023
Associate of Applied Science - Business Management
St. Cloud Technical And Community College
St. Cloud, MN12.2016
Skills
- Strong ability to multi-task and prioritize tasks
- Exceptional organizational skills
- Extensive experience with Microsoft Office
- 10 years customer service experience
Timeline
Client Service Coordinator
Proviant Group
01.2023 - Current
Financial Services Representative
Catholic United Financial Credit Union
04.2022 - 12.2023
Member Service Specialist
Mid Minnesota Federal Credit Union
09.2021 - 04.2022
Human Resources Assistant
Benton County
03.2021 - 09.2021
Transportation Coordinator
Performance Foodservice
07.2020 - 03.2021
Administrative Coordinator
Performance Foodservice
01.2020 - 04.2020
Member Advisor
Affinity Plus Federal Credit Union
01.2018 - 01.2020
Bachelor of Science - Business Management
Southwest Minnesota State University
Associate of Applied Science - Business Management
St. Cloud Technical And Community College
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