Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kaitlyn Shuler

Eustis,FL

Summary

Successful Consumer Lender with Four years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Client Service Associate II

1st Source Bank
05.2019 - 06.2023
  • Served as the primary relationship manager and consumer lender for the banking center
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Prepared and submitted reports to keep management informed of sales activities and progress.
  • Offered personalized solutions to meet customer requirements and close sales.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.


Canine Handler

Pet Pals Country Club
09.2018 - 04.2019
  • Served as general manager assisting the owner with administrative duties, website design, marketing, as well as day to day activities from opening day.
  • Utilized effective problem-solving skills to defuse and resolve canine behavioral issues.
  • Developed and implemented successful strategies for teaching and reinforcing basic obedience commands.
  • Participated in ongoing professional development and training programs, learning new methods and techniques in animal handling.

Server

Silver Dipper Ice Cream
03.2017 - 08.2018
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Cultivated warm relationships with regular customers.
  • Maintained clean and organized dining areas to uphold restaurant hygiene standards.

Education

Bachelor of Science - Animal Sciences

Purdue University
West Lafayette, IN
05.2018

Skills

  • Client Meetings
  • Database Management
  • Fraud Prevention
  • Financial Counseling
  • Member Relationship Management
  • Microsoft Office
  • Selling Skills
  • Account Management
  • Interpersonal and Written Communication
  • Loan Disbursement
  • Strategic Financial Planning
  • Trained in Salesforce

Certification

  • NMLS License - January 2022-Present

Timeline

Client Service Associate II

1st Source Bank
05.2019 - 06.2023

Canine Handler

Pet Pals Country Club
09.2018 - 04.2019

Server

Silver Dipper Ice Cream
03.2017 - 08.2018

Bachelor of Science - Animal Sciences

Purdue University

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Kaitlyn Shuler