KATHERINE BUTLER

• Established a positive flow of communication with agents, clients, attorneys, and personnel involved in closing transactions.
• Gather documentation, data entry, review and validation of loan documentation, pipeline management, budget reconciliation, draws, and servicing portfolio management.
• Order & review inspection reports and date downs or title/lien searches.
• Provide best-in-class service to borrowers.

• Designed client follow-up success strategy to help monitor progress on investment properties, insurance compliance, extensions, and increase engagement with borrowers
• Handled customer complaints with relative ease by conducting research, listening carefully, and taking appropriate action.
• Implemented new processes to improve CRM and client satisfaction for 400+ investment loans for a portfolio of 557MM.

• Provide education to essential tremor and tremor dominant Parkinson's community needs by building rapport, discussing health goals, and outlining options
• Deliver prepared talks, reading from scripts that describe various treatments with a more detailed focus on the ultrasound modality
• Completed a minimum of 65 calls a day and meet or exceed weekly and monthly KPI goals.

• Designed and implemented a new 12-month onboarding strategy for client retention
• Created success plans for providers to be able to drive sales results at their practice
• Hosted sales 101 skill practices
• Managed 300 provider accounts.

• Establish business relationships & grow book of business through outreach & networking
• Build strategic rapport to identify clients’ existing and upcoming needs to assist with planning future life events
• Teach financial literacy (budgeting, credit, savings, home buying, retirement)

PERSONAL BANKER I

• Conduct district skills practices
• Design action plans/morning huddles/banker teller meetings for team development/Risk strategy/Diversity and Inclusion events
• Wells Fargo at Work Advocate (presented financial workshops to local businesses)
• Participate in networking at Young Professionals Group & Chamber of Commerce Events

TELLER

• Cash handling and balancing (vault/lobby/drive-thru)
• New hire teller mentoring/onboarding
• Consistently minimizing fraud, risk/loss exposure

• Design/Create Age-Appropriate Weekly Lesson Plans
• Plan fundraisers
• Implement a curriculum that allows children to learn about the world and explore their interests
• Communicated frequently with parents about student growth and progress, recommending at-home reinforcement to support struggling students.

• Establish/Meet - Weekly/ daily goals for the team and myself
• Coach and develop other advisors for long-term success
• Design/Host Monthly Network Events
• Cash handling and conducting all store operating procedures