Kathy Lamb
Harleyville
Summary
Results-driven professional in financial services, skilled in cash handling, customer relationship management, and process improvement. Successfully streamlined loan application processes, ensuring compliance and enhancing approval rates while maintaining exceptional client satisfaction.
Overview
22
22
years of professional experience
Work History
Financial Services Representative
World Finance
12.2011 - 04.2026
- Provided financial product information to clients, enhancing understanding of services available.
- Processed loan applications efficiently, ensuring compliance with regulatory requirements and company policies.
- Developed personalized financial solutions based on client needs, fostering long-term relationships and trust.
- Conducted risk assessments to evaluate client eligibility for various financial products, improving approval rates.
Assistant Manager
Local Finance
09.2004 - 12.2011
- Streamlined financial reporting processes to enhance accuracy and timeliness of data delivery.
- Led team training initiatives to improve service quality and employee performance standards.
- Developed and implemented process improvements that increased operational efficiency within the branch.
- Managed client relationships to ensure satisfaction and retention through tailored financial solutions.
Education
GED -
Walterboro High
Walterboro, SCSkills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
Timeline
Financial Services Representative
World Finance
12.2011 - 04.2026
Assistant Manager
Local Finance
09.2004 - 12.2011
GED -
Walterboro High