Kathy McDonough
Wayne
Summary
Dedicated financial professional with over 7 years in the banking industry. Proven ability to manage loan applications, ensure compliance, and resolve customer issues effectively. Seeking to leverage expertise in financial education and relationship management to drive client satisfaction and operational efficiency.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Relations Banker
Huntington National Bank
Canton
10.2025 - Current
- Processed loan applications, guiding customers through approval steps to ensure a smooth experience.
- Utilized banking software to manage accounts and transactions efficiently.
- Assisted customers in opening new checking and savings accounts.
- Identified customer needs through conversations, offering tailored banking products to enhance satisfaction.
- Built long-term relationships with customers by providing personalized service and support.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Advised customers on bank products, services and financial planning options.`
- Addressed customer concerns and resolved issues promptly.
- Educated clients on banking products and services to enhance financial literacy.
Mortgage Loan Processor
GreenStone Farm Credit Service
Ann Arbor
02.2021 - 08.2025
- Processed mortgage applications efficiently and accurately for diverse clients.
- Reviewed financial documents to ensure compliance with lending policies.
- Coordinated with loan officers to efficiently gather and verify client information.
- Communicated regularly with clients to update them on application status.
- Managed loan documentation to ensure timely submission to underwriting, facilitating smoother processing.
- Resolved document discrepancies through collaboration with relevant parties, ensuring compliance and accuracy.
- Requested appraisals and title services for client transactions.
Member Relations Representative
DFCU Financial Credit Union
Ann Arbor
08.2015 - 07.2020
- Processed loan applications while guiding customers through approval steps to facilitate access to funds.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Managed account updates to ensure compliance with credit union policies and improve customer satisfaction.
- Processed customer transactions accurately and efficiently.
- Educated clients on banking products and services to improve financial literacy and empower informed financial decisions.
- Utilized banking software to manage accounts and transactions efficiently.
- Balanced cash drawers on a daily basis.
- Handled large volumes of currency quickly and accurately with minimal errors.
Education
Bachelor of Science - Agricultural Business And Management
California State University, Fresno
Fresno, CA12-1994
Skills
- Loan Processing
- NMLS #1681372
- Notary Public
Certification
Notary Public Certification
Timeline
Financial Relations Banker
Huntington National Bank
10.2025 - Current
Mortgage Loan Processor
GreenStone Farm Credit Service
02.2021 - 08.2025
Member Relations Representative
DFCU Financial Credit Union
08.2015 - 07.2020
Bachelor of Science - Agricultural Business And Management
California State University, Fresno