Summary
Overview
Work History
Education
Skills
Timeline
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Kathryn Montes

Bakersfield,CA

Summary

Dynamic leader with proven expertise in customer service and team leadership, honed at Vita-Pakt and other leading companies. Excelled in enhancing customer satisfaction and streamlining operations, achieving significant efficiency improvements. Skilled in cross-functional teamwork and adaptability, consistently meeting ambitious performance metrics.

Overview

11
11
years of professional experience

Work History

Manager, Key Accounts and Inside Sales

Vita-Pakt
12.2022 - Current
  • Accomplished multiple tasks within established timeframes.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
  • Oversaw inventory management, optimizing stock levels, and reducing waste.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Identified and communicated customer needs to supply chain capacity and quality teams.

Junior Loan Processor

CrossCountry Mortgage
06.2020 - 11.2022
  • Ensured accuracy of loan documents by thoroughly reviewing all application materials and identifying discrepancies.
  • Conducted extensive borrower background checks, verifying employment history, creditworthiness, and financial stability for informed lending decisions.
  • Reduced processing time for loan applications by maintaining organized files and promptly responding to inquiries.
  • Utilized advanced software tools to efficiently manage large volumes of loan applications, reducing administrative burdens on team members.
  • Supported senior processors with complex loan files, ensuring timely completion and accurate information submission.
  • Maintained compliance with federal and state regulations by conducting thorough research and staying up-to-date on industry changes.
  • Identified potential issues within the loan pipeline early on, allowing for proactive resolution before impacting deadlines or client satisfaction.
  • Improved client relationships by providing exceptional customer service during the entire loan process, addressing questions and concerns promptly.
  • Collaborated with underwriters to expedite approval decisions, resulting in improved customer satisfaction.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
  • Set up and completed loan submission packages.
  • Handled any conditions sent from underwriting departments.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Provided quick turnaround times to maintain fast-past schedule.

Assistant Operations Manager

Knight's Pumping and Portable Services
02.2014 - 06.2020
  • Managed daily operations effectively, ensuring timely completion of tasks and accurate reporting of results.
  • Improved communication within the team through regular meetings, updates, and open channels of communication.
  • Coordinated with General Manager in different operational issues and promotional activities.
  • Helped team members maintain business professionalism by coaching each on methods for delivering exceptional service to every customer.
  • Streamlined operational processes by implementing new strategies and procedures, resulting in increased efficiency.
  • Assisted in budget development and monitoring, identifying opportunities for cost reduction where possible.
  • Coordinated with other departments on joint projects, streamlining processes for maximum efficiency across all business units.
  • Maintained a safe work environment by prioritizing employee health and safety in all decision-making processes.
  • Oversaw logistics management for complex projects involving multiple stakeholders or tight deadlines.
  • Developed comprehensive reports to inform management decisions.
  • Implemented new software solutions to automate routine tasks.
  • Assisted in recruiting, hiring and training of team members.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Interacted well with customers to build connections and nurture relationships.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.

Education

High School Diploma -

Stockdale High School
Bakersfield, CA

Skills

  • Customer service
  • Team leadership
  • Time management
  • Decision-making
  • Staff management
  • Documentation and reporting
  • Relationship building
  • Cross-functional teamwork
  • Effective communication
  • Adaptability and flexibility
  • Multitasking

Timeline

Manager, Key Accounts and Inside Sales

Vita-Pakt
12.2022 - Current

Junior Loan Processor

CrossCountry Mortgage
06.2020 - 11.2022

Assistant Operations Manager

Knight's Pumping and Portable Services
02.2014 - 06.2020

High School Diploma -

Stockdale High School

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Kathryn Montes