Kayhesha Mosley

I was primarily responsible for the various duties related to assets held within trust, private wealth , Reinsurance and agency accounts. I worked very closely with BOKF line of business team members, internal processing groups, external custodians and brokers to ensure that the account reflects the needed results.

I performed various duties that are centralized within the Wealth Management Services group for client accounts.

pro-actively identify solutions or resources to complete any exception processing.

• Delivered exceptional customer service by promptly addressing concerns, maintaining strong relationships with clients and vendors.
• Enhanced team productivity by organizing regular meetings, setting clear goals, and providing necessary resources.

I was responsible for creating invoices from detailed work orders, maintaining the service department’s accounts receivable, and assisting with various administrative tasks. This role requires providing high levels of customer service, managing work orders, and resolving scheduling issues.

• Worked with multiple departments to check proper billing information.
• Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
• Identified and researched billing errors, leading to decrease in customer complaints, by conducting regular audits of billing data.

I was responsible for personal and title loan approvals
Managed a high-performing team of 4
Exceeded monthly targets consistently
Cultivated positive client and team relationships
Boosted loan processing efficiency

• Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
• Maintained strict confidentiality of bank records and client information.
• Improved loan processing efficiency by streamlining application procedures and documentation requirements.

I supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.

• Set up files using loan officer checklist and submitted on-time for processing.
• Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
• Fostered positive relationships with clients, ensuring smooth and supportive loan application experience.

I offered prompt assistance to customers via phone, email, or chat support channels for seamless service experience.

Enhanced customer satisfaction by addressing and resolving issues in a timely manner.

• Handled escalated calls professionally and calmly while finding effective resolutions that satisfied both the company''s interests as well as the customers'' expectations.
• Responded to customer requests, offering excellent support and tailored recommendations to address needs.