Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kathleen Caesar

DeSoto,Texas

Summary

Skillful adeptly supporting system management and problem resolution to improve records management. Over 12 plus years of experience customer service activity. Skillfully assessed operational procedures, providing hands-on experience analyzing records and investigating complex issues. Accomplished expert navigating latest compliance regulations and service-level agreements, maintaining strict compliance with updated standards.

Overview

13
13
years of professional experience

Work History

Operations Analyst

Bank Of America
08.2022 - Current
  • Assessed operational performance to identify areas for improvement.
  • Visualizations to support decision-making processes.
  • Designed plans to improve operations and suggested changes to systems for overall organization.
  • Supported supervisor and associated team members to maintain system functionality.
  • Conducted data analysis to identify opportunities for streamlining client operations and improving customer satisfaction.
  • Traveled to train employees for contingency site.

Affordable Housing & Bond and Housing Specialist

Fairway Independent Mortgage Corporation
06.2017 - 06.2022
  • Reviewed documentation and input data into computer system to complete eligibility process, re-certifications.
  • Maintained database of housing resources, guidelines and lender contacts.
  • Sought out affordable housing options for loan officers and branches.
  • Coordinated with VPs, Presidents and Coordinators with state and local agencies.
  • Monitored progress towards service plan goals.
  • Facilitated communication between clients and other service providers.
  • Developed and maintained accurate records of programs and services.
  • Developed and maintained relationships with community organizations and agencies.

Operations Analyst

Bank Of America
02.2011 - 09.2019
  • Assessed operational performance to identify areas for improvement.
  • Supported supervisor and associated team members to maintain system functionality.
  • Analyzed trend data to forecast operational needs and plan next course of action.
  • Investigated and resolved alerts, conducted queries and culled records to assist with maintenance and problem resolution.

Product Development Analyst

Supreme Lending
12.2015 - 06.2017
  • Developed and present justification new business opportunities and new products.
  • Worked with development team to define and implement customer change requests to enhance product functionality.
  • Managed and directed internal resources and external vendors for successful implementation of product modifications.
  • Developed relationships with outside companies for potential strategic alliances.
  • Collaborated with internal team members and customer representatives to clarify relationship of business and project goals and obtain enhanced perspective of development process.
  • Evaluate products and recommended revisions to improve functionality.

Product Specialist

Prime Lending
04.2015 - 12.2015
  • Continually expanded knowledge of Housing Guidelines.
  • Logged phone numbers and email addresses to contact customers for follow-ups.
  • Generated reports to track performance and analyze trends.

Education

MBA - Organizational Behavior

University of North Texas
Denton, TX
06.2025

Bachelor of Science - Business And Human Resources Management

University of Phoenix
Tempe, AZ
12.2013

High School Diploma -

Hitchcock High School
Hitchcock, TX
06.1996

MBA - Organizational Behavior

University of North Texas
Denton, TX
06.2025

Skills

  • Improvement Recommendations
  • Critical Thinking
  • Process Updates
  • Customer Transactions
  • Active Listening
  • Adaptability
  • Collaboration
  • Attention to Detail
  • Conflict Resolution

Timeline

Operations Analyst

Bank Of America
08.2022 - Current

Affordable Housing & Bond and Housing Specialist

Fairway Independent Mortgage Corporation
06.2017 - 06.2022

Product Development Analyst

Supreme Lending
12.2015 - 06.2017

Product Specialist

Prime Lending
04.2015 - 12.2015

Operations Analyst

Bank Of America
02.2011 - 09.2019

MBA - Organizational Behavior

University of North Texas

Bachelor of Science - Business And Human Resources Management

University of Phoenix

High School Diploma -

Hitchcock High School

MBA - Organizational Behavior

University of North Texas
Kathleen Caesar