Kasey Perkins
Tishomingo,OK
Summary
An accomplished lending assistant, with 9 years of diverse experience in lending, cross-sales, operational/retail banking and customer service. Able to communicate well, and establish lasting relationships amongst a diverse clientele base. A tactical thinker who utilizes resources to analyze and satisfy client's needs in a quick, yet efficient manner.
Overview
6
6
years of professional experience
Work History
Lending Assistant
AmeriState Bank
07.2021 - Current
- Assists 2 lending officers with real estate, commercial and consumer loans.
- Processes any and all lending paperwork. Including loan payments, loan advances, wires, and NSFs.
- Assists all lending clients with any questions or information about their loans.
- Handles exception reports, closed loan reports, maturing loan reports and NSFs.
- Handles/assists with any and all loan closings.
- Finalizes and packages all loans for review.
- Trains/helps transition employees into new positions.
- Helps build rapport with existing clientele, and develops new rapport throughout the community.
- Represents the bank in activities throughout the community sponsored by: The Tishomingo Chamber of Commerce, Murray State College, Tishomingo Public Schools & surrounding Johnston County Schools, Johnston County Riding Club, etc.
Lending/Banking Assistant
Independent Financial
11.2020 - 07.2021
- Served as a lending/banking assistant for the Grapevine branch. Assisted two lenders on a daily basis. Collaborated with both lenders on commercial real estate, and consumer loans.
- Assisted customers with their PPP and SBA issued loans.
- Ordered any and all loan docs, collaborate with clients, lenders, attorneys, title companies, insurance companies, etc.
- Assisted clients with any information/questions regarding their loans
- Handled/worked past dues, NSFs, insurance reports, etc.
- Handled/assisted with loan closings
- Processed loan payments/loan advances/borrowing base draws
- Processed monthly, expense reports
Personal Banker/Teller Supervisor
Providence Bank of Texas
08.2019 - 11.2020
- Served as a personal banker/teller supervisor for the Fort Worth branch. Built rapport with existing clientele, and developed new rapport by means of networking. As well as represented the bank at various functions throughout the community in order to facilitate growth amongst our customer base. Supervised the teller line on a daily basis, and provided assistance in the loan department as needed.
- Advised customers with finances by helping understand different ways the bank could improve their banking experience.
- Accommodated new and existing clients with government issued PPP loans, as well as aiding loan officers with different aspects of loans.
- Accommodated customers with general account setup, IRA's, CD's product information, online banking, and debit card opportunities.
- Performed cash, debit card, and other audits on a monthly basis.
- Balanced and handled large cash transactions amongst cash vault and ATM on a daily basis.
- Processed domestic and foreign wires for customers regularly.
Education
BACHELOR OF SCIENCE - Agricultural Leadership
Oklahoma State University
01.2017
Skills
- Attention to Detail
- Team Leadership
- Budgeting
- Project Planning
- Accountability
- Time Management
- Customer Service
- Problem Solving
- Community Service
Professional References
- Scott L Hutchings, Vice President/Lending Officer, AmeriState Bank, 301 W Main St., Tishomingo, Oklahoma, 73460 580.257.9717
- Russ Jenkins, Compliance Officer, AmeriState Bank, 113 S Pennsylvania Ave, Atoka, Oklahoma 74525 580.364.6069
- Carla King, Lending Assistant, AmeriState Bank, 2410 N Loy Lake Rd., Sherman, Texas 75090 903.449.6183
- Melissa Terrell, Lending Assistant, AmeriState Bank, 301 W Main St., Tishomingo, OK 73460 580.579.2694
- Dottie Francis, Lending Assistant,
Timeline
Lending Assistant
AmeriState Bank
07.2021 - Current
Lending/Banking Assistant
Independent Financial
11.2020 - 07.2021
Personal Banker/Teller Supervisor
Providence Bank of Texas
08.2019 - 11.2020
BACHELOR OF SCIENCE - Agricultural Leadership
Oklahoma State University
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