Karla Newby
Panama City,FL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
26
26
years of professional experience
Work History
Mortgage Loan Coordinator
Regions Mortgage
01.2021 - Current
- Organized client documentation effectively, streamlining workflow for faster approvals and closings on mortgage loans.
- Managed a high volume of mortgage loan applications, ensuring timely processing and approval.
- Improved customer satisfaction rates with timely and accurate loan application updates.
- Developed comprehensive reports tracking mortgage pipeline activity for upper management review.
Branch Service Leader
Regions Bank
05.2015 - 01.2020
- Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain branch loyalty.
- Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
- Managed branch vault and cash supply to keep the appropriate level of currency on hand.
- Trained staff in bank products, operations procedures, and successful sales strategies.
- Processed customers' deposits, transfers, and cash withdrawals.
- Protected branch assets through security monitoring and effective assessment techniques at each customer contact point.
Teller /Customer Service Rep
Wells Fargo Bank
07.2012 - 05.2015
- Supported customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
- Completed operational activities while minimizing risks under established policies
- Performed routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Received direction from managers and exercised judgment within defined policies and procedures
- Escalated questions and issues to more experienced roles
- Interacted with customers and individuals to demonstrate care, build relationships, and complete requested transactions
- Identified information and services to meet customers' financial needs.
Teller Manager- Bradley Park Branch/Midland Crossing Branch
Columbus Bank and Trust
01.2006 - 04.2012
- Provide leadership to teller staff through motivating and coaching
- Conduct interviews and hire teller staff
- Provide the highest level of service to each customer
- Ensure appropriate teller staffing levels are maintained
- Lead Branch Huddles and Friday meetings
- Open and close vault daily, control cash in vault and distribute daily cash to teller
- Maintain appropriate records for all transactions
- Research customer transactions and teller outages
- Approve time off and schedule Saturday tellers
- Perform other duties as assigned to include teller duties.
Head Teller II/Customer Service Representative- St. Mary's Branch
Columbus Bank and Trust
01.2002 - 01.2006
- Supervised and scheduled the work of all tellers in the branch to ensure efficient teller operations during business hours
- Provided guidance to tellers in complex customer transactions and meeting customer needs
- Performed teller duties
- Opened and closed vault daily
- Trained new tellers to assume daily teller duties
- Ensured staff compliance with bank policies and procedures
- Ensured appropriate branch cash supply, ordered currency, prepared currency shipments, and verified money shipped to the branch
- Balanced ATM transactions
- Performed customer services representative duties when needed.
Teller Associate- South Columbus Branch
Columbus Bank and Trust
01.1998 - 01.2002
- Worked with customers daily, meeting their banking needs and either answering or referring their financial questions to the appropriate supervisory individuals
- Accepted and processed various transactions, including but not limited to deposits, loan payments, savings bonds redemptions, and cash advances
- Maintained and balanced a commercial cash drawer daily
- Responded to customer inquiries regarding account balances and statements
- Trained and worked as a Back up Head Teller.
Education
Pursuing an Accounting Degree -
UMGC
Colegio Maria Inmaculada -
High School
01.1988
Skills
- Credit evaluation abilities
- Loan Processing Proficiency
- Strong Communication Skills
- Teamwork orientation
- Regulatory Compliance Knowledge
- Attention to Detail
- Cash Handling
Work
850-872-7133
Languages
Spanish
Native or Bilingual
Timeline
Mortgage Loan Coordinator
Regions Mortgage
01.2021 - Current
Branch Service Leader
Regions Bank
05.2015 - 01.2020
Teller /Customer Service Rep
Wells Fargo Bank
07.2012 - 05.2015
Teller Manager- Bradley Park Branch/Midland Crossing Branch
Columbus Bank and Trust
01.2006 - 04.2012
Head Teller II/Customer Service Representative- St. Mary's Branch
Columbus Bank and Trust
01.2002 - 01.2006
Teller Associate- South Columbus Branch
Columbus Bank and Trust
01.1998 - 01.2002
Pursuing an Accounting Degree -
UMGC
Colegio Maria Inmaculada -
High School
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