Kayla Burgess
West Chester,OH
Summary
Dynamic banking professional with extensive experience at Huntington National Bank, excelling in loan closing and compliance. Proven track record in enhancing operational efficiency and training staff. Skilled in document review and deadline management, ensuring timely and accurate transactions while fostering exceptional client relationships. Committed to continuous improvement and regulatory adherence.
Overview
10
10
years of professional experience
Work History
Private Banking Commercial Loan Closer Senior
Huntington National Bank
12.2021 - Current
- Finalized loan documents for closing processes, ensuring compliance with regulatory requirements.
- Coordinated with lenders and clients to facilitate smooth transaction workflows.
- Reviewed loan applications for accuracy and completeness prior to closing.
- Trained junior staff on documentation protocols and closing procedures.
- Developed process improvements to enhance efficiency in loan closings.
- Managed scheduling of closings, ensuring timely completion of transactions.
- Apart of the Testing team for the Supernova Application
Private Banking Service Specialist
Huntington National Bank
11.2018 - 12.2021
- Delivered exceptional customer service, addressing inquiries and resolving issues promptly.
- Collaborated with team to enhance operational efficiency and improve client satisfaction scores.
- Utilized banking software to process transactions accurately and efficiently, minimizing errors.
- Trained new staff on procedures, fostering a culture of continuous improvement and teamwork.
Teller Supervisor
Huntington National Bank
05.2017 - 11.2018
- Supervised daily operations, ensuring compliance with banking regulations and policies.
- Trained and mentored new tellers, enhancing team performance and customer service skills.
- Managed cash flow, balancing registers accurately to maintain financial integrity.
- Coordinated scheduling for teller staff, optimizing coverage during peak hours.
- Conducted regular audits to ensure adherence to operational procedures and security protocols.
- Analyzed transaction trends to identify areas for enhanced efficiency in service delivery.
Teller
Huntington National Bank
02.2015 - 05.2017
- Processed customer transactions efficiently, ensuring accuracy and compliance with banking regulations.
- Resolved customer inquiries, enhancing satisfaction through effective communication and problem-solving skills.
- Maintained cash drawer accuracy, performing regular audits to prevent discrepancies and safeguard assets.
- Educated customers on bank products and services, promoting financial literacy and encouraging account usage.
Education
Bachelor of Science - Finance
University of Cincinnati
Cincinnati, OH05-2017
Skills
- Deadline management
- Document review
- Data collection
- Closing procedures
- Loan origination
- Legal compliance
- Title examination
- Regulatory compliance
- Real estate transactions
Timeline
Private Banking Commercial Loan Closer Senior
Huntington National Bank
12.2021 - Current
Private Banking Service Specialist
Huntington National Bank
11.2018 - 12.2021
Teller Supervisor
Huntington National Bank
05.2017 - 11.2018
Teller
Huntington National Bank
02.2015 - 05.2017
Bachelor of Science - Finance
University of Cincinnati