Kathy Vallet-Crumbley
Senior Trust Relations Specialist
Houston,TX
Summary
Dynamic Sr. Trust Relation Specialist at Regions Bank, adept at enhancing customer satisfaction through effective problem-solving and quality control management. Successfully streamlined operations and optimized service delivery, showcasing strong analytical thinking and organizational skills. Proven ability to collaborate with teams and manage documentation efficiently, ensuring compliance with regulatory standards.
Overview
2026
2026
years of professional experience
15
15
years of post-secondary education
1
1
Certification
Work History
Sr. Trust Relation Specialist
Regions Bank, Funeral Trust Dept
03.2000 - 01.2025
- Collaborated with cross-functional teams to achieve project goals on time.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Followed all company policies and procedures to deliver quality work.
- Devised and implemented processes and procedures to streamline operations.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Respond to routine customer and internal account inquiries, performing necessary research and following up in a timely manner.
- Communicate with clients and internal partners regarding account closings, asset transfers, and processing fee payments.
- Perform basic cash and asset distributions from account closings.
- Perform standard account monitoring and notifies leadership when overdrafts or large balances are discovered.
- Perform research for tax compliance and asset transfer issues.
- Adhere to all internal and external regulatory requirements, standards, guidelines, policies and procedures.
- Create and organize PowerPoint presentations and Excel spreadsheets.
- Attend client meetings with Trust Officers and perform special projects as assigned.
Business Owner/Operator
3 Dimension Event Planning LLC
2018 - Current
- Consulted with customers to assess needs and propose optimal solutions.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Kept all building areas and equipment functional and well-organized to promote business performance.
- Improved customer satisfaction rates by prioritizing client needs and addressing concerns promptly.
- Oversaw end-to-end business processes to maintain proficiency and profitability.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
Education
Some College (No Degree) - Business Management
Lonestar College
Houston, TX 01.2012 - Current
High School Diploma -
Jesse H. Jones High School
Houston, United States 09.1976 - 05.1978
Skills
Quality control management
Multitasking Abilities
Proficient in [Microsoft office]
Business development
Professionalism
Task prioritization
Organizational skills
Attention to detail
Documentation management
Analytical thinking
Team collaboration
Quality control management
Certification
AARP Entrepreneurship] - [12/2023 - 01/2024]
Timeline
AARP Entrepreneurship] - [12/2023 - 01/2024]
05-2012
Some College (No Degree) - Business Management
Lonestar College
01.2012 - Current
Sr. Trust Relation Specialist
Regions Bank, Funeral Trust Dept
03.2000 - 01.2025
High School Diploma -
Jesse H. Jones High School
09.1976 - 05.1978
Business Owner/Operator
3 Dimension Event Planning LLC
2018 - Current
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