Kallie Clark
Tulsa,OK
Summary
Dependable Compliance Analyst over 5 years experience in Mortgage and Lending Compliance and a track record of success in field. Knowledgeable in many aspects of retail banking with 10+ years experience field. Highly adaptable, with the desire to take on new challenges and work efficiently. Consistently produces thoughtful and accurate work with great attention to detail. Excellent at making judgement calls, and critical thinking. Pleasant, works well with others, and is not easily overwhelmed.
Overview
7
7
years of professional experience
Work History
Mortgage Consultative Compliance Sr Analyst
Arvest
Tulsa, OK
06.2022 - Current
- Led look backs, which involve issue identification, root cause analysis, corrective action for the issues identified, and determining and providing restitution to impacted borrowers.
- Created reports, presentations, and other documentation for look back stakeholders.
- Created agendas and led meetings for stakeholders of assigned projects, and kept up with fulfillment of meeting action items.
- Collaborated with Group Compliance to get all look back milestones approved with little rework, or follow up.
- Collaborated with cross-functional teams including executive managament on projects related to look back initiatives.
- Documented methodology for performing tasks such as data collection and manipulation and used excel formulas and functions to preform data analysis.
- Preformed Gap Analysis and Policy and Procedure Reviews.
- Reviewed and provided feed back on the work of analysts.
- Provided recommendations based on data analysis results.
- Maintained a working knowledge of Investor and Federal mortgage guidelines.
- Trained other associates on look back process and policy and procedure reviews.
Mortgage Compliance Analyst
Arvest
Tulsa, OK
07.2020 - 06.2022
- Preformed First Line of Defense Testing
- Wrote First Line of Defense test.
- Worked with the Business Unit to ensure test findings were acknowledged and addressed.
- Maintained exceptional error rate %s while doing testing.
Mortgage Quality Control Analyst
Prosperity Bank
Tulsa, OK
09.2019 - 07.2020
- Reviewed, analyzed and documented data related to quality assurance processes.
- Preformed HMDA review.
- Specialized in Adverse Action Files, and created and sent SODs.
- Assisted the sales team in getting compliance issues resolved.
IAS Quality and Compliance Specialist
Arvest
Tulsa, OK
04.2019 - 09.2019
- Preformed HMDA and CRA review
- Worked with the Sales teams to resolve compliance issues.
- Researched questions from BU regarding HMDA and CRA.
Consumer Loan Officer
Arvest
Tulsa, OK
06.2018 - 04.2019
- Negotiated loan terms with borrowers and finalized contracts.
- Reviewed loan applications for accuracy and completeness.
- Established relationships with borrowers, lenders, and third parties involved in the loan process.
- Monitored loans for compliance with state regulations and company policies.
- Maintained knowledge of current industry trends related to consumer lending practices.
Financial Sales Representative
Arvest
Tulsa, OK
09.2017 - 06.2018
- Analyzed data from multiple sources to identify potential sales opportunities.
- Opened deposit and savings accounts for customers.
- Opened consumer loans and was top in market multiple months for loan sales.
- Ensured that all deposit, loan, and saving accounts opened were opened in compliance with applicable rules and regulations.
Senior Teller
Arvest
Tulsa, OK
01.2017 - 09.2017
- Processed customer transactions accurately and efficiently, including deposits, withdrawals, transfers and loan payments.
- Assisted customers in opening new accounts, closing existing accounts and completing other account maintenance activities.
- Developed strong relationships with customers by providing exceptional customer service.
- Coached and mentored junior tellers on best practices for customer service and processing transactions.
- Assisted branch manager in developing strategies for increasing sales performance.
- Verified identity information provided by customers during account openings or transactions requiring identification verification.
Education
Associate of Applied Science - Business Administration
Carl Albert State College
Poteau, OK12-2015
Skills
- Root Cause Analysis
- Team Collaboration and Leadership
- Workflow and Data Analysis
- Regulatory Compliance
- Providing Compliance Advice
- Mortgage Compliance
- Project Management
- Process Efficiency
Affiliations
- Rising Leaders 3/2024 Graduate
- 2023 and 2024 Google Ambassador
Timeline
Mortgage Consultative Compliance Sr Analyst
Arvest
06.2022 - Current
Mortgage Compliance Analyst
Arvest
07.2020 - 06.2022
Mortgage Quality Control Analyst
Prosperity Bank
09.2019 - 07.2020
IAS Quality and Compliance Specialist
Arvest
04.2019 - 09.2019
Consumer Loan Officer
Arvest
06.2018 - 04.2019
Financial Sales Representative
Arvest
09.2017 - 06.2018
Senior Teller
Arvest
01.2017 - 09.2017
Associate of Applied Science - Business Administration
Carl Albert State College
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