Summary
Overview
Work History
Education
Skills
Timeline
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Kaleigh Mosley

Kaleigh Mosley

Greenville

Summary

Secure a responsible career opportunity to fully utilize my training and skills, while making a significant contribution to the success of the company and to acquire a position in a team environment where my skills can be utilized with opportunity for advancement.

Overview

8
8
years of professional experience

Work History

Financial Services Officer II

Alabama One Credit Uniom
08.2024 - Current


  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Processed loan applications and monitored progress from start to finish.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Assist the business development officer in the field to gain business to the credit union.

Cash Management Specialist 1

Alabama Ag Credit
12.2023 - 08.2024
  • Originates loan disbursements via wire, ACH, check, etc
  • Posts disbursements and customer payments to respective loan accounts and handles new loan funding in loan accounting system
  • Handles setup and customer service of online banking accounts
  • Other duties as assigned

Branch Manager

All In Credit Union
03.2023 - 12.2023
  • Responsible for the day-to-day branch operations, ensuring timely opening and closing of the branch, service to the customers for all services, keeping high level bank standards
  • Ensure branch is opened & closed as per the approved timelines
  • Operations staff to be ready to serve customers
  • In charge of overseeing and coordinating all operations for a branch
  • They are directly responsible for hiring staff, onboarding, and training new staff members, and developing goals to maintain sales performance
  • Responsible for the leadership and growth of the credit union branch including supervision of staff, loan production and queue management, underwriting and funding, new member applications, achieving service standards, sales, loss mitigation, and building member relationships

Senior Financial Services Representative

ASE Credit Union
06.2021 - 03.2023
  • Evaluate credit worthiness by processing loan applications and documentation within specified limits
  • Interview applicants to determine financial eligibility and feasibility of granting loans
  • Determine all applicable ratios and metrics and set up debt payment plans
  • Communicate with clients either to request or to provide information
  • Justify decisions (approvals/rejections) and report on them
  • Complete loan contracts and counsel clients on policies and restrictions
  • Update job knowledge on types of loans and other financial services
  • Maintain and update account records
  • Assess customer needs, explore all options, and introduce different types of loans
  • Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas
  • Go the 'extra mile' to build trust relationships, customer loyalty and satisfaction throughout the underwriting process
  • Operate in compliance with laws and regulations and adhere to lending compliance guidelines

Financial Services Representative

ASE Credit Union
02.2018 - 06.2021
  • Approve loans within specified limits and refer loan applications outside those limits to management for approval
  • Meet with applicants to obtain information for loan applications and to answer questions about the process
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans

Member Experience Coordinator

ASE Credit Union
05.2017 - 02.2018
  • Functions as the first point of contact for each member that walks through the door
  • Advises members on account and loan types to best suit their needs
  • Starts loan application process for members when FSRs are assisting other members that includes application and credit review
  • Processes new account applications from walk in traffic in addition to business development referrals
  • Serves members financial needs by handling transactions via the Cash Recycler and TI machines
  • Oversees branch cash management to include fed shipments and moving money between machines as needed each week
  • Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other credit union services

Education

HIGH SCHOOL DIPLOMA -

GREENVILLE HIGH SCHOOL
Greenville, AL

Skills

  • 96WPM
  • Proficient with project management software
  • Team player
  • Excellent time management skills
  • Conflict management
  • Public speaking
  • Data analytics
  • Organizational Skills
  • Excel
  • Microsoft Office
  • PowerPoint
  • Leadership and Management
  • Sales
  • Marketing
  • Business development

Timeline

Financial Services Officer II

Alabama One Credit Uniom
08.2024 - Current

Cash Management Specialist 1

Alabama Ag Credit
12.2023 - 08.2024

Branch Manager

All In Credit Union
03.2023 - 12.2023

Senior Financial Services Representative

ASE Credit Union
06.2021 - 03.2023

Financial Services Representative

ASE Credit Union
02.2018 - 06.2021

Member Experience Coordinator

ASE Credit Union
05.2017 - 02.2018

HIGH SCHOOL DIPLOMA -

GREENVILLE HIGH SCHOOL

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Kaleigh Mosley