Kaitlyn Nalls
Linden,VA
Summary
Dynamic professional with extensive experience at Navy Federal Credit Union, excelling in client relations and document management. Proven ability to streamline processes and enhance organizational efficiency, contributing to successful loan closings. Skilled in multi-line phone operation and appointment scheduling, delivering exceptional service while maintaining confidentiality and fostering strong customer relationships.
Overview
4
4
years of professional experience
Work History
Receptionist Administrator
Keller Insurance Services
01.2024 - Current
- Answered incoming calls, directing clients to individuals addressing specific needs.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Kept reception area clean and neat to give visitors positive first impression.
- Handled complaints and questions, and re-directed calls to other team members.
- Maintained a clean, organized, and welcoming reception area with updated reading materials for visitors while monitoring security by verifying visitor credentials and issuing visitor badges.
- Expedited daily office tasks such as mail distribution, document scanning, photocopying, and data entry to ensure smooth workflow.
- Took delivery of packages and documents, applying appropriate internal policies relating to chain of possession.
- Supported executive staff with calendar management, meeting coordination, travel arrangements, and expense reporting for optimal time utilization.
Mortgage Loan Processor
Navy Federal Credit Union
08.2022 - 01.2024
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
- Prepared file for final clear-to-close by branch management.
- Processed mortgage loan applications accurately and successfully for over Number years.
- Improved overall organizational efficiency by maintaining accurate electronic files of all mortgage-related documents within company databases.
- Contributed to business growth through diligent work on complex loan applications that resulted in successful closings.
- Analyzed borrower credit reports and income statements to verify accuracy.
Loan Officer
Navy Federal Credit Union
01.2021 - 08.2022
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Examined customer loan applications for loan approvals and denials.
- Developed strong relationships with customers through high levels of customer service.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Advised clients on mortgage, education and personal loans.
Education
Skyline High School
Front Royal 06.2013
Skills
- Reception management
- File organization
- Multi-line phone operation
- Appointment setting
- Payment collection
- Reception area maintenance
- Mail handling
- Document scanning and digitization
- Document management
- Appointment scheduling
- Client relations
- Calendar management
- Visitor access management
- Supply management
- Scheduling appointments
Affiliations
Kiersten Grigsby- Wells Fargo employee
Timeline
Receptionist Administrator
Keller Insurance Services
01.2024 - Current
Mortgage Loan Processor
Navy Federal Credit Union
08.2022 - 01.2024
Loan Officer
Navy Federal Credit Union
01.2021 - 08.2022
Skyline High School