Summary
Overview
Work History
Education
Skills
References
Timeline
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Kathleen Gonzales

Thornton,Co

Summary

Twenty Nine years broad experience in the financial industry supported by excellent communication, customer service, and leadership skills; in several different positions within the Bank. Skilled at providing advanced, complex, diverse and confidential support in a highly sensitive nature. Thorough knowledge of the organization of the bank including tracking systems, policies and programs supported by strong communications skills.

Overview

16
16
years of professional experience

Work History

Loan Specialist

BMO
03.2016 - Current
  • Help 6 Relationship Managers with ordering appraisal's, Title work and Insurance for Commercial Loans
  • Keep tract of where loans are in the process starting from input to closing
  • Send closing documentation for boarding of new loans and leases
  • Confirm loans were booked correctly
  • Make payments and request payoffs for two lease customers
  • Keep track of when leases are maturing, when vehicle titles are received or missing for leases
  • Communicate with client and send spreadsheet of payment amount to the two lease clients

Sr. Administrative Assistant

BANK OF THE WEST
04.2016 - 03.2021
  • Pulled and complied reports weekly, monthly and quarterly basis
  • Ordered food and refreshments for meetings
  • Arranged business travel details for company employees per supervisor requirements.
  • Maintained personal schedule, professional calendar, and individual appointments for senior staff members.
  • Managed sensitive information with utmost discretion to maintain confidentiality at all times.
  • Coordinated seamless onboarding experiences for new hires to ensure they were properly equipped with necessary tools to succeed in their roles from day one.

Administrative Analyst

BANK OF THE WEST
12.2010 - 04.2016
  • Maintain day to day duties which include prioritizing special projects, maintaining deadlines; research complex requests gather and analyze data for special projects, and work to resolve problems
  • Process any incoming payments
  • Opened the office and order office supplies as needed; supply back up to the receptionist for lunch and vacations, compile a variety of reports which include budget, auditing, statistics, variances, tracking, and analyses
  • Organized and maintained files, office correspondence/records and clients
  • Work independently with little direction and on a team
  • Highly capable of working with all levels of personnel

Assistant Customer Service Manager

BANK OF THE WEST
09.2008 - 12.2010
  • Responsible for assisting and supporting Customer Service Manager with customer service, sales and daily branch operations with understanding the process, communicating to clients and team members to achieve the mission of the Bank
  • Participated in selling/cross-selling bank products and performed operational functions required to maintain compliance with regulatory guidelines (i.e., customer/branch research, monitoring completion of back office duties, reporting, etc.)
  • Handled customer service problems using established policies/procedures
  • Assisted Customer Service Manager with branch personnel issues such as employee counseling, balancing, scheduling and self-audits
  • Involved with the training and cross training of staff

Education

High School Diploma -

North High School
Denver, CO
05.1986

Skills






  • Microsoft Outlook
  • Leadership
  • Customer Service
  • Problem Solving

  • Strong Organizational
  • Reliable


  • Banking knowledge
  • Telephone and email etiquette
  • Effective Communication

  • Team Player
  • Cash Handling




References

Available upon request

Timeline

Sr. Administrative Assistant

BANK OF THE WEST
04.2016 - 03.2021

Loan Specialist

BMO
03.2016 - Current

Administrative Analyst

BANK OF THE WEST
12.2010 - 04.2016

Assistant Customer Service Manager

BANK OF THE WEST
09.2008 - 12.2010

High School Diploma -

North High School

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Kathleen Gonzales