Kathy McDonough

• Processed mortgage applications, ensuring accuracy and compliance with regulations.
• Streamlined loan approval process, reducing turnaround time and boosting customer satisfaction.
• Collaborated with underwriters to resolve discrepancies, enhancing approval rates.
• Executed thorough reviews of mortgage applications, achieving 100% compliance and minimizing rework.
• Maintained comprehensive records of loan documents, supporting seamless audits and accuracy.
• Facilitated precise member account openings and fiduciary setups to enhance service efficiency.
• Strengthened member relations through proactive support, increasing satisfaction and loyalty.
• Enhanced cross-selling strategies, resulting in increased product uptake.

Facilitated accurate member account openings and fiduciary setups, enhancing onboarding experience.

Strengthened member relations through proactive service and support, increasing satisfaction and loyalty.

Streamlined account opening processes, reducing wait times and improving overall member experience.

Efficiently processed and closed HELOCs, auto loans, and credit cards to meet member needs.

Managed IRA accounts to ensure compliance with regulations and maintain member trust.

Enhanced cross-selling strategies, leading to significant increases in product uptake.

Actively listened to member concerns, fostering positive relationships and loyalty.

Processed member accounts with precision, boosting retention rates through seamless experiences.

• Led teller team, enhanced member services, optimized cash management, improved cross-selling skills.
• Managed member inquiries effectively, enhancing customer satisfaction and fostering loyalty through prompt and personalized responses.
• Provided guidance to members on account issues, ensuring a positive experience and building trust through attentive service.
• Maintained accurate records of member interactions, supporting data-driven decisions and contributing to overall operational efficiency.
• Streamlined cash handling procedures, resulting in reduced discrepancies and enhanced accuracy in daily reconciliations.
• Guided members through complex account issues, building trust and enhancing loyalty through personalized and attentive service.