Karlie Wilson
Ada,Oklahoma
Summary
Dynamic banking professional with over 14 years of diverse experience, demonstrating a strong work ethic and commitment to delivering results. Proven success in customer service, financial analysis, and risk management has fostered exceptional client relationships and improved service delivery. Equipped with robust problem-solving abilities and excellent communication skills, adept at navigating challenges and collaborating with cross-functional teams to drive optimal outcomes. Eager to embrace new opportunities that challenge professional growth while contributing to organizational success through effective time management and a positive attitude.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Operations Risk Officer/Project Manager
Citizens Bank of Ada
03.2024 - Current
- Review and analyze third-party service providers.
- Provide support in the function of risk management.
- Assist in overseeing risk management processes.
- Prepare the banks annual Business Continuity scenarios for various departments.
- Supervise project execution across the bank, aligning with timelines and financial limits.
- Streamline new employee orientation to enhance efficiency and engagement.
- Managed projects from procurement to commission.
- Managed third-party contracts related to project deliverables.
- Maintained open communication by presenting regular updates on project status to Senior Management.
Personal Banking Officer
Citizens Bank of Ada
01.2019 - 03.2024
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Advised clients on consumer, commercial and personal loans.
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Examined customer loan applications for loan approvals and denials.
- Assisted customers with completing loan applications and other paperwork.
- Developed and maintained relationships with customers, lenders and other third parties.
- Proactively identified solutions for customers experiencing credit issues.
- Processed loan applications and monitored progress from start to finish.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Administrative Assistant
Citizens Bank of Ada
01.2014 - 12.2019
- Provided administrative and clerical support to the Chief Lending Officer.
- Secured loan documents, gathered client information, and executed loan modifications.
- Balanced various accounts, released mortgages, and released liens.
Note Window Supervisor
Citizens Bank of Ada
06.2013 - 01.2014
- Processed transactions involving loan payments through checks and cash.
- Managed daily activities of tellers.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Bank Teller
Citizens Bank of Ada
09.2011 - 06.2013
- Handled and verified daily working cash at the beginning of each shift.
- Handled deposit transactions including checks and cash.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Provided customer records, account statements and copies of checks.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Sold and cross-sold bank products to new and existing customers.
Education
High School Diploma -
Byng High School
Byng HighSchool05.2007
Skills
- Loan officer experience
- Loan origination
- Loan processing
- Supervising experience
- Cold Calling
- Microsoft Excel
- Administrative Experience
- Banking
- Disaster recovery
- Business continuity planning
- Attention to detail
- Self motivation
- Goal setting
- Project management
Certification
NMLS
Additional Information
- May 2013, I graduated from the Ada Chamber of Commerce Leadership YOUniversity.
- 2016-2017, Citizens Bank of Ada had a core conversion. During that time, I was the Loan Team Leader.
- October 2019, I attended and graduated from the Consumer Lending School at the Oklahoma Bankers Association.
- 2019, Citizens Bank of Ada began their semi-annual Leadership Program. I attended and completed the program in the fall of 2019.
- February 2021, I attended and graduated from the Commercial Lending School at the OBA.
- Active in the Ada Noon Rotary Club, currently serving as Past President.
Languages
English
Timeline
Operations Risk Officer/Project Manager
Citizens Bank of Ada
03.2024 - Current
Personal Banking Officer
Citizens Bank of Ada
01.2019 - 03.2024
Administrative Assistant
Citizens Bank of Ada
01.2014 - 12.2019
Note Window Supervisor
Citizens Bank of Ada
06.2013 - 01.2014
Bank Teller
Citizens Bank of Ada
09.2011 - 06.2013
High School Diploma -
Byng High School