Microsoft Office
KaShon Winstead
Atlanta,GA
Summary
Organized Team Leader builds positive rapport, inspire trust and guide teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Floating Financial Soultions Specialist
LGE Community Credit Union
09.2022 - Current
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Travel to all required branches and assist all teams where needed
Mortgage Loan Processor Assistant
Atlantic Bay Mortgage Group
07.2020 - 06.2022
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Communicated with originator and applicant concerning progress of loan file.
- Handled any conditions sent from underwriting departments.
- Set up and completed loan submission packages.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Client Service Specialist
ADP
09.2019 - 07.2020
- Provided knowledgeable service and support for all customer needs
- Employed communication and technical skills to effectively resolve payroll discrepancies
- Create and make salary changes in payroll and monthly leave accruals
- Maintain consistent knowledge of multi-state and local tax regulations
- Assist clients with correcting W-2 tax and taxable wages for multiple clients
- Work on a continuous basis to make the most economical purchases and decrease company costs
- Respond to management and executive staff questions and/or inquiries
Retail Banker II
Woodforest Bank
09.2018 - 09.2019
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Identified, marketed and recommended bank products and services to achieve individual sales.
- Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
Customer Service Team Lead
CitiBank
07.2016 - 09.2018
- Promoted to team lead of customer service for displaying outstanding enthusiasm and remaining calm in extremely trying situations.
- Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.
- Coached new team members on service techniques and provided scoring through quality assurance program.
- Developed dynamic ownership skills by resolving challenging situations and asking in-depth questions of customers.
- Drove team revenue totals by bringing in over $15,000 in sales
Education
No Degree - Biology
Norfolk State University
Norfolk, VAHigh School Diploma -
Oscar F. Smith High School
Chesapeake, VA06.2011
Skills
- Coaching and Mentoring
- Team Leadership
- Fraud Prevention
- Microsoft Office
- Active Learning
- Client Guidance
- Creative Solutions
- Investment Recommendations
- Cultural Awareness
- Written Communication
- Team Motivation
- Performance Tracking and Evaluations
Additional Information
- Willing to relocate: Anywhere, Authorized to work in the US for any employer
Certification
- Licensed Claims Adjuster - All Lines - DHS Florida
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Supervised team of 10 staff members.
- Achieved #2 in company with accuracy and efficiency of opening new branch with 6 months.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
- Documented and resolved discrepancies in a efficient and detailed manner which led to projects/task being completed accurately and on-time .
- Maintained a consistent closing ratio of 97%.
Work Preference
Work Type
Full TimeWork Location
RemoteHybridOn-SiteImportant To Me
Company CultureWork-life balanceCareer advancementHealthcare benefitsPersonal development programsPaid time offSoftware
Symitar
ADP
Workday
Timeline
Floating Financial Soultions Specialist
LGE Community Credit Union
09.2022 - Current
Mortgage Loan Processor Assistant
Atlantic Bay Mortgage Group
07.2020 - 06.2022
Client Service Specialist
ADP
09.2019 - 07.2020
Retail Banker II
Woodforest Bank
09.2018 - 09.2019
Customer Service Team Lead
CitiBank
07.2016 - 09.2018
No Degree - Biology
Norfolk State University
High School Diploma -
Oscar F. Smith High School
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