Summary
Overview
Work History
Skills
Certification
Timeline
Generic

KATHERINE HARRIS

Greenville,NC

Summary

Enthusiastic banker who follows policies and procedures, while offering a friendly customer environment; well-rounded customer service, strong communication skills, sales experience and a deep knowledge of the banking industry

Overview

12
12
years of professional experience
1
1
Certification

Work History

Sr Loan Specialist

OneMain Financial
Washington, NC
06.2021 - Current
  • Deliver results related to individual and branch sales goals as well as customer expectations
  • Develop new relationships – and maintain existing relationships - working with customers throughout the loan process and loan life cycle
  • Present financial solutions, based on customer needs, that meet their goals
  • Present customers with optional insurance products
  • Educate customers on the terms and conditions of their loan to ensure a clear understanding
  • Partner with local businesses to seek out and develop new customers
  • Learn how to utilize credit underwriting techniques and sales tools
  • Manage the life cycle of the loan, including collections activities, complying with all laws and regulations
  • Analyzed financial data, such as income, assets, debts, and credit history in order to assess customer's ability to repay loans.
  • Reviewed loan applications and credit reports to ensure accuracy of information and compliance with applicable regulations.

Claims Specialist

Cory Kennedy State Farm
Greenville, NC
12.2019 - 06.2021
  • Obtain 50+ referrals a month with a 40% close ratio
  • Manage claims submissions and provide oversight to policyholders
  • Identify and analyze risks associated with policies in order to advise customers of ideal solutions
  • Take proactive steps to effectively manage customer expectations to achieve overall customer satisfaction
  • Foster and demonstrate creative opportunity, serving others, building trust and exceeding expectations
  • Develop effective relationships with adjustors, insurers, and co-workers.

Assistant Branch Manager

CresCom Bank
Greenville , NC
12.2016 - 12.2019
  • Performed all monthly auditing
  • Research and Resolve transactional discrepancies
  • Assisted with creating and maintaining branch staff schedule
  • Ensuring compliance with all branch operations policy and procedures
  • Educate customers on bank services and capabilities
  • Input loan requests and obtained needed verification documents
  • Cross-selling financial products when beneficial to customer
  • Handling customer inquiries and resolved any service or product issues
  • Maintaining customer records by updating account information
  • Opened commercial and consumer accounts (Checking, Savings, IRA, HSA, and CD's)

Research/Remediation Specialist

Wells Fargo Dealer Services
Greenville, NC
01.2016 - 12.2016
  • Filed GAP claims within company standards
  • Answered and directed customer calls
  • Followed up with dealerships and GAP companies in regards to status' of claims and warranty cancellations
  • Verified that all payments were received for the account and that the customer was not owed a refund

Customer Service Representative

Wells Fargo Dealer Services
Greenville, NC
11.2014 - 01.2016
  • Maintained customer records by updating account information
  • Resolved product and service problems
  • Serviced the transactional needs of all Wells Fargo Dealer Services direct or indirect auto loan customers
  • Delivered high quality service along with accurate and professional responses to customer inquiries, while adhering to regulatory and compliance guidelines

Teller

Freedom Federal Credit Union
Rocky Mount, NC
08.2012 - 11.2014
  • Executed customer transactions (deposits, withdrawals, checks, loan payments, wire transfer, and stop payments)
  • Rapidly and efficiently prepared customer cash and change orders
  • Continued education on current banking products and services through online courses
  • Processed quarterly audits with a 0% error rate
  • Answered telephone inquiries around banking products
  • Maintained friendly and professional customer interactions

Skills

  • Cash Flow Analysis
  • Loan Closing
  • Portfolio Management
  • Credit Analysis
  • Exceptional Customer Service
  • Proficient in MS Office
  • Strong sense of banking regulations
  • Courteous demeanor
  • Strong work ethic
  • Practiced knowledge of bank security
  • Multi-tasker
  • Sharp problem solver
  • Active listening skills
  • Relationship Builder
  • Team Player

Certification

  • Notary Public
  • NC Property Insurance License
  • NMLS
  • NC Casualty Insurance License
  • NC Life Insurance License

Timeline

Sr Loan Specialist

OneMain Financial
06.2021 - Current

Claims Specialist

Cory Kennedy State Farm
12.2019 - 06.2021

Assistant Branch Manager

CresCom Bank
12.2016 - 12.2019

Research/Remediation Specialist

Wells Fargo Dealer Services
01.2016 - 12.2016

Customer Service Representative

Wells Fargo Dealer Services
11.2014 - 01.2016

Teller

Freedom Federal Credit Union
08.2012 - 11.2014

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KATHERINE HARRIS