Katelyn Kelly
Salt Lake City
Summary
Detail-oriented professional with experience in financial services, real estate and retail operations. Skilled in data accuracy, client communication, account documentation, CRM systems and maintaining compliance in high-volume environments. Proven ability to manage sensitive information, meet performance metrics and maintain organized records.
Overview
4
4
years of professional experience
Work History
Client Experience Specialist
BlueVine
Sandy
10.2025 - Current
- Guided clients through account setup and navigated digital banking platform, enhancing user experience.
- Responded to client inquiries via phone and email, ensuring timely resolution.
- Partnered with team members to optimize client onboarding processes, improving transition for new clients.
- Maintained accurate records of client interactions in CRM system.
- Leveraged CRM systems, databases, and spreadsheets to accurately track customer interactions and maintain relevant data.
Licensed Real Estate Professional
eXp Realty, LLC
Salt Lake City
09.2024 - Current
- Prepared and reviewed legal documents for real estate transactions, ensuring compliance and accuracy for successful closings.
- Developed marketing strategies for property listings, enhancing visibility through targeted online advertising campaigns.
- Conducted market research to identify property values and trends, informing pricing strategies for clients.
- Maintained up-to-date knowledge of local real estate laws and regulations.
- Utilized CRM software to manage client relationships and transactions efficiently.
Inventory & Merchandising Associate
Kroger
Layton
09.2023 - 09.2024
- Coordinated with suppliers to secure timely delivery of merchandise and promotional materials, enhancing overall stock readiness.
- Conducted regular stock assessments to ensure accurate inventory management.
- Collaborated with team members to optimize inventory levels and ensure product availability.
- Analyzed sales data to uncover trends in customer purchasing behavior, informing inventory decisions.
Financial Service Specialist
Discover Financial
Salt Lake City
04.2022 - 07.2023
- Managed large sums of money with precision, upholding security protocols to protect assets.
- Provided clients with information on bank accounts, institutional policies, financial products and related services.
- Responded to client account inquiries and service requests, ensuring timely and effective resolutions.
- Strengthened customer relationships through consistent follow-up and personalized communication.
Education
High School Diploma -
Layton High Schhol
Layton05-2021
Some College (No Degree) - General Studies
Wilmington University
New Castle, DESkills
- Client onboarding
- Customer relationship management
- CRM software
- Digital banking
- Performance tracking
- Market analysis
- Time management
- Verbal and written communication
- Legal document preparation
- Microsoft Systems (Word, Excel, Outlook, PowerPoint, Teams)
Accomplishments
CTE (Career and Technical Education) Pathway of Health Sciences
Timeline
Client Experience Specialist
BlueVine
10.2025 - Current
Licensed Real Estate Professional
eXp Realty, LLC
09.2024 - Current
Inventory & Merchandising Associate
Kroger
09.2023 - 09.2024
Financial Service Specialist
Discover Financial
04.2022 - 07.2023
High School Diploma -
Layton High Schhol
Some College (No Degree) - General Studies
Wilmington University