Katherine Jackson
Mesquite,TX
Summary
Dedicated professional prepared to bring extensive expertise and results-oriented approach to Specialist role. Known for effectively managing tasks and supporting organizational goals through collaborative efforts and adaptive strategies. Recognized for excellent communication and analytical skills, ensuring seamless operations and consistent outcomes.
Overview
11
11
years of professional experience
48
48
CertificationS
Work History
Rention II Specialist
State Farm
10.2023 - Current
- Collaborated with team members to streamline communication and improve workflow efficiency.
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Maintained a high level of industry expertise through continuous professional development courses and certifications in the field of insurance specialty.
- Researched and resolved routine and complex issues.
- Contributed to team performance by sharing industry knowledge and assisting colleagues in complex cases.
- Simplified complex insurance concepts for clients, facilitating informed decision-making regarding policy options.
Assistant Bank Manager
Together Credit Union
01.2023 - 01.2024
- Assisted in daily branch operations, ensuring compliance with banking regulations and policies.
- Supported customer service initiatives, resolving client inquiries and enhancing satisfaction levels.
- Collaborated with team members to streamline processes, improving overall efficiency within the branch.
- Processed loan applications and conducted initial assessments for creditworthiness of applicants.
- Participated in training sessions for new staff on operational procedures and customer engagement techniques.
- Monitored cash flow within the branch, assisting in inventory management of financial resources.
- Conducted regular audits to ensure adherence to internal policies and regulatory requirements, maintaining operational excellence.
Teller Manager
Home Bank Texas
01.2022 - 01.2023
- Supervised daily teller operations and ensured adherence to bank policies and procedures.
- Trained and mentored new tellers, enhancing team efficiency and service quality.
- Managed cash flow, balancing drawer discrepancies and minimizing errors.
- Implemented process improvements that streamlined transaction handling for increased customer satisfaction.
- Collaborated with other banking departments to ensure seamless integration of products, services, and customer interactions across all touchpoints.
Senior Service Specialist
Randolph Brooks Federal Credit Union
06.2018 - 10.2021
- Managed daily banking operations to ensure compliance with regulatory requirements.
- Conducted financial assessments to identify client needs and recommend appropriate products.
- Mentored junior bankers, promoting professional development and operational knowledge sharing.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Educated customers on features and benefits of banking products and services.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Opened, closed, and updated accounts for customers.
- Balanced teller drawers and ATM cash.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
- Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
- Enhanced bank profitability by effectively cross-selling various financial products and services.
- Supported the organization of networking events to foster client relationships.
Senior Marketing Associate
RealPage
06.2016 - 06.2018
- Responded to requests and scheduled appointments for property showings.
- Provided exceptional customer service, addressing inquiries in a timely manner to maintain positive relationships with tenants.
- Ensured compliance with fair housing laws, keeping detailed records of all tenant interactions and transactions.
- Managed online listings for the property, ensuring accurate information was available for potential tenants at all times.
- Collected rent and tracked resident payments and information in computer system.
- Collaborated with team members to consistently provide a seamless leasing experience for all clients.
Branch Manager
Cottonwood Financial
08.2014 - 09.2016
- Directed daily branch operations, ensuring compliance with company policies and procedures.
- Mentored staff, fostering professional development and enhancing team performance.
- Implemented strategic initiatives to improve customer satisfaction and retention rates.
- Analyzed financial reports to identify trends, driving profitability through informed decision-making.
- Cultivated relationships with key clients, enhancing service delivery and business growth.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Managed customer accounts to ensure timely payments and minimize delinquency rates.
- Collaborated with cross-functional teams to enhance overall collections efficiency and workflow.
- Processed payments and applied to customer balances.
- Exceeded monthly targets consistently as a result of strong negotiation skills combined with effective account management strategies.
Education
High School Diploma -
Texans Can Academy
Dallas, TXM.A - Medical Assisting
Remington College
Dallas, TXSkills
- Customer relations
- Expert problem solving
- Analytical thinking
- Documentation management
- Management collaboration
- Licensed insurance agent
- Client retention
- Account management
- Payment processing
- Banking software proficiency
- Anti-money laundering
- Loan processing
- Cross-selling products
- Credit assessment
- Money handling
- Notarial acts
- Fraud prevention
- Confidentiality assurance
- Recordkeeping skills
- Document verification
- Fair housing regulations
- CRM software
- Telephone and email etiquette
- Creative problem solving
- Market trends
Certification
- Property and Casualty License - 48 States
- Notary Medallion
- Notary
- MLS #
Timeline
Rention II Specialist
State Farm
10.2023 - Current
Assistant Bank Manager
Together Credit Union
01.2023 - 01.2024
Teller Manager
Home Bank Texas
01.2022 - 01.2023
Senior Service Specialist
Randolph Brooks Federal Credit Union
06.2018 - 10.2021
Senior Marketing Associate
RealPage
06.2016 - 06.2018
Branch Manager
Cottonwood Financial
08.2014 - 09.2016
High School Diploma -
Texans Can Academy
M.A - Medical Assisting
Remington College