Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Katie Leary

Wilmington,DE

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Customer Care Representative

Sallie Mae Bank
05.2023 - Current
  • Responded to customer needs through competent customer service and prompt problem-solving.
  • Communicated with clients regarding account services, statements, and balances.


Mortgage Loan Originator

Fulton Mortgage Company
01.2023 - 05.2023
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Explained very technical financial information to applicants in easy to understand language.

Junior Mortgage Loan Officer

Fairway Independent Mortgage
11.2021 - 12.2022
  • Implemented sales strategies that established relationships with realtors.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Proactively identified solutions for customers experiencing credit issues.

Quality Assurance Specialist

Sallie Mae Bank
04.2019 - 09.2021
  • Identified appropriate situations for implementing test automation, accounting for situations where automated testing was counterproductive.
  • Monitored automated activities and supporting systems to meet compliance regulations

Collections Account Manager

Sallie Mae Bank
09.2017 - 04.2019
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.


Education

No Degree - Accounting And Finance

Delaware Technical And Community College
Newark, DE
05.2025

Skills

  • Active Listening and Learning
  • Analytical and Critical Thinking
  • Data Entry and Maintenance
  • Building Customer Trust and Loyalty
  • Excel, Word, Outlook, and Powerpoint Proficient

Certification

  • Licensed Mortgage Loan Originator - Jan. 2022- Current
  • MOS Excel Certification- Expected Dec 2023

Timeline

Customer Care Representative

Sallie Mae Bank
05.2023 - Current

Mortgage Loan Originator

Fulton Mortgage Company
01.2023 - 05.2023

Junior Mortgage Loan Officer

Fairway Independent Mortgage
11.2021 - 12.2022

Quality Assurance Specialist

Sallie Mae Bank
04.2019 - 09.2021

Collections Account Manager

Sallie Mae Bank
09.2017 - 04.2019

No Degree - Accounting And Finance

Delaware Technical And Community College
  • Licensed Mortgage Loan Originator - Jan. 2022- Current
  • MOS Excel Certification- Expected Dec 2023
Katie Leary