Summary
Overview
Work History
Education
Skills
Licenses
Timeline
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Katie Legan

Saint Louis,MO

Summary

Dynamic personal banker with a proven track record at Community America Credit Union, exceeding sales targets by 40%. Skilled in loan processing and member relationship management, I excel in designing efficient systems and training teams, ensuring compliance and operational excellence. Passionate about delivering tailored financial solutions and enhancing member experiences.

Overview

7
7
years of professional experience

Work History

Personal Banker

CommunityAmerica Credit Union
St. Louis, USA
07.2023 - Current
  • Exceed monthly sales targets by 40% ($140K vs. $100K goal) through consultative needs analysis, serving 35+ members weekly
  • Specialized in high-interest savings products and HELOCs, driving branch performance in deposits and loans
  • Partnered with wealth management, mortgage, and business banking teams to deliver tailored financial solutions for clients

Carrier Representative

C.H. Robinson
Chicago, USA
05.2022 - 07.2023
  • Managed 75-100 daily stakeholder touchpoints, negotiated agreements, and resolved service issues to enhance customer satisfaction
  • Leveraged technology platform to analyze data, driving operational efficiency improvements during relocation to Chicago

Fulfillment Specialist

Together Credit Union
St. Louis, USA
04.2021 - 05.2022
  • Designed comprehensive loan fulfillment system, reducing audit issues by 95%+ (from 2-5 weekly to less than one annually)
  • Processed 150+ loan documents weekly via DocuSign, maintaining multi-state compliance for title transfers and closings
  • Trained 8 team members on loan procedures, minimizing errors and streamlining onboarding

Contact Center Agent

Together Credit Union
St. Louis, USA
01.2020 - 04.2021
  • Managed high-volume member communications to identify needs and recommend suitable financial products
  • Troubleshot technical issues across departments, facilitating rapid resolutions

Senior Service Representative

Together Credit Union
St. Louis, USA
09.2018 - 01.2020
  • Supervised teller operations, ensuring accurate cash management, vault security, and daily reconciliation
  • Investigated discrepancies, implementing corrective measures to minimize financial losses

Education

Bachelor of Science - Business Administration

Southern Illinois University
Carbondale
05.2018

Skills

  • Loan processing and compliance
  • HELOC & Deposit product sales
  • Member relationship management
  • Process design and documentation
  • Staff training and development
  • MeridianLink expertise
  • Corelation Keystone, Fiserv DNA & Jack Henry experience
  • DocuSign utilization
  • Multi-state compliance
  • Workflow management
  • System troubleshooting

Licenses

  • NMLS Licensed
  • Notary Public

Timeline

Personal Banker

CommunityAmerica Credit Union
07.2023 - Current

Carrier Representative

C.H. Robinson
05.2022 - 07.2023

Fulfillment Specialist

Together Credit Union
04.2021 - 05.2022

Contact Center Agent

Together Credit Union
01.2020 - 04.2021

Senior Service Representative

Together Credit Union
09.2018 - 01.2020

Bachelor of Science - Business Administration

Southern Illinois University
Katie Legan