Katie Nelson
Grants Pass,OR
Summary
Banking professional highly successful at account and branch management. Extensive knowledge of banking products and services as well as business development and marketing. Personable leader with impressive customer service skills.
Overview
8
8
years of professional experience
Work History
Branch Manager
US Bank
Ashland, OR
04.2019 - Current
- Boost branch sales by developing and deepening customer loyalty.
- Meet deadlines by proactively managing individual and team tasks and streamlining processes.
- Interviewing and hiring talented individuals with top-level strengths, improving organizational talent and skill set.
- Creating strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Engaged employees in business processes with positive motivational techniques.
- Protected company assets with strategic risk management approaches.
- Work with business partners to increase production and revenue.
Branch Manager
Washington Federal Bank
Cave Junction, OR
12.2017 - 04.2019
- Recommended loan approvals and denials based on customer loan application reviews.
- Protected company assets with strategic risk management approaches.
- Developed prospects for new loans though weekly cold calling and realtor meetings.
- Take mortgage loan applications from beginning to end.
- Keep in constant contact with customers and realtors to close deals on time.
- Ensure all branch goals are met with a strategic plan in place to continue an upward trend in productivity.
- Help employees develop by uncovering strengths and weaknesses.
- Lead in a way that is both effective and efficient.
Production Assistant
Loan Depot
Grants Pass, OR
08.2016 - 11.2017
- Enter paper loan applications into system for Loan Officer.
- Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
- Completed logs and reports detailing new production, closing dates, deadlines met and missed along with prospects.
- Keep in regular communication with all processors and underwriters on current pipeline.
- Keep in regular communication with realtors and borrowers throughout the loan process.
- Stayed up to date on current rates, regulations and mortgage programs.
Branch Team Lead
Northwest Community CU
Grants Pass, OR
08.2013 - 08.2016
- Maintained relationships with business partners to assist customers with complex financial needs.
- Resolved escalated customer and employee issues.
- Helped manage recruiting and selection process for branch in addition to participating in selection process for future branch bankers and leaders.
- Provided backup to teller line to step in to assist with various tasks whenever employee was absent or at lunch.
- Keep ATM balanced and worked out any processing issues, disputes or jams (general maintenance only).
- Kept track of branch vault, money in and money out to ensure we had enough cash on hand to service customers at all times.
- Trained new employees on banks policies and regulations along with system training.
Education
High School Diploma -
Coata Noa High School
Santa Cruz, CA06.2009
Skills
- Relationship Building
- Willing to Learn
- Proactive and Focused
- Service-Oriented
- Goal Setting
- Customer Service
- Team Building Leadership
Timeline
Branch Manager
US Bank
04.2019 - Current
Branch Manager
Washington Federal Bank
12.2017 - 04.2019
Production Assistant
Loan Depot
08.2016 - 11.2017
Branch Team Lead
Northwest Community CU
08.2013 - 08.2016
High School Diploma -
Coata Noa High School