Kaitlyn Kennedy
Waukesha,WI
Summary
I am an organized and dependable candidate successful at managing multiple projects with a high degree of accuracy. Demonstrating expertise in data entry and file organization, I am able to ensure efficient loan funding for business clients.
Overview
7
7
years of professional experience
Work History
Loan Administrative Coordinator
M2 Equipment Finance LLC
Waukesha, WI
03.2021 - Current
- Prepared digital files and physical documents in compliance with company guidelines.
- Ensured accuracy of business client information and updated records as needed.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Set up and completed loan submission packages which include insurance, vehicle titles, and vendor invoices.
- Conducted Uniform Commercial Code searches and filed liens as necessary.
Banker
Associated Bank
Mukwonago, WI
06.2020 - 03.2021
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Educated customers on features and benefits of banking products and services.
- Opened, closed, and updated accounts for customers.
Supervisor
Bath & Body Works
Johnson Creek, WI
06.2017 - 07.2020
- Planned and lead monthly floor set to keep up with company brand story and merchandising guidelines.
- Oversaw store operations, including opening and closing procedures, cash management, and safety compliance.
- Implemented daily operating procedures to keep store clean, adequately stocked, and well-organized.
- Improved customer satisfaction through proactive engagement, attentive service, and efficient problem resolution.
Education
Bachelors - Elementary Education
UW-Whitewater
Whitewater05.2020
Skills
- Attention to Detail
- Data Entry
- Time Management
- File Organization
- Document Management
- Microsoft Office
Timeline
Loan Administrative Coordinator
M2 Equipment Finance LLC
03.2021 - Current
Banker
Associated Bank
06.2020 - 03.2021
Supervisor
Bath & Body Works
06.2017 - 07.2020
Bachelors - Elementary Education
UW-Whitewater