Kayla Morris
Hercules,CA
Summary
Highly efficient Administrative Professional offering 5+ years of experience, including administrative support, project coordination, customer service and team leadership.
Overview
6
6
years of professional experience
Work History
CDFI Underwriting Analyst
KeyBank
Cleveland (Remote), OH
11.2022 - Current
- Interpreted data from a variety of sources in order to make informed decisions regarding loan approval or denial.
- Reviewed and analyzed loan applications, credit reports, financial statements, and other documents to assess the risk associated with extending credit.
- Conducted quality control reviews on underwriting files for accuracy and completeness.
Associate (Frontier Tech)
Silicon Valley Bank
04.2022 - 11.2022
- Provided customer service by attending to their inquiries and requests for information.
- Ensured compliance with banking regulations and procedures in daily operations.
- Performed account reconciliations on a regular basis.
- Processed loan applications and prepared credit analysis reports.
Senior Credit Analyst
Pacific Community, Ventures
Oakland, CA
10.2020 - 03.2022
- Manage the lending portfolio of $18m, converting incoming leads through communication with potential borrowers, verification of financial information, and underwriting.
- Worked closely with Ibank, NorCal, and California Southern FDC's to provide Loan Guarantee documents, Commitment Letters, Credit Memo's and Loan Packages.
Financial Aid Administrator
Unitek College
Concord, CA
01.2020 - 09.2020
- Assisted the Admissions Team members with issues pertaining to routine use of smartphones, tablet devices, and student applications.
- Helped to troubleshoot technology related problems and service issues amongst students, teachers, and employees.
- Coordinated with other departments in order to resolve any outstanding issues related to financial aid awards.
Senior Member Service Representative (Part Time)
Patelco Credit Union
San Ramon, CA
10.2019 - 01.2020
- Scan OIB systems for fraudulent checks/ check kiting.
- Reviewed new account applications to verify eligibility of prospective members.
- Leveraged software and systems to research and resolve member inquiries.
Teller/Lead Teller
Wells Fargo
Hayward, CA
05.2018 - 10.2019
- Completed monthly audits and managed overdraft reports.
- Performed currency transaction reports for foreign currency.
- Reviewed risk management database reports for compliance and fraud prevention.
Education
Master of Science - Gender Equity Studies
CSU Sacramento
12.2022
Bachelor of Arts - Sociology
CSU East Bay
05.2020
Skills
- Memo Preparation
- Clerical Support
- Document Control
- Spreadsheet Management
- Data Entry
- Calendar Management
- Office Administration
- Workflow Optimization
Timeline
CDFI Underwriting Analyst
KeyBank
11.2022 - Current
Associate (Frontier Tech)
Silicon Valley Bank
04.2022 - 11.2022
Senior Credit Analyst
Pacific Community, Ventures
10.2020 - 03.2022
Financial Aid Administrator
Unitek College
01.2020 - 09.2020
Senior Member Service Representative (Part Time)
Patelco Credit Union
10.2019 - 01.2020
Teller/Lead Teller
Wells Fargo
05.2018 - 10.2019
Master of Science - Gender Equity Studies
CSU Sacramento
Bachelor of Arts - Sociology
CSU East Bay
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