Summary
Overview
Work History
Education
Skills
Timeline
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Kayla Smith

Lake Forest,United States

Summary

Ambitious, thorough, client focused, and highly efficient business professional trained and licensed in providing exceptional care and customer service to clients. Organized and successful at managing multiple priorities while maintaining a strong work ethic and exhibiting a positive attitude to assist company growth and exercise positive reputations.

Overview

5
5
years of professional experience

Work History

Licensed Lending Officer

Loandepot
Foothill Ranch, CA
01.2022 - Current
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Monitored pipelines to track and log status of loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Created plans and communicated deadlines to complete projects on time.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
  • Delivered services to customer locations within specific timeframes.
  • Used coordination and planning skills to achieve results according to schedule.
  • Compiled closing packages for drafting and presentation accuracy

Case Manager

Inspire Health Centers
Irvine, CA
06.2021 - 11.2021
  • Consistently exceeded company expectations for overall work performance and quality of work provided
  • Always met time sensitive deadlines
  • Engaged with multi disciplinary team of staff members to coordinate exceptional service to clients
  • Preserved and prepared reports and treatment records.
  • Required precise note taking abilities to ensure quality care and control of client needs/outcomes
  • Maintained excellent working relationships with both staff members and clients

Case Manager

Able To Change
San Juan Capistrano, CA
04.2017 - 06.2021
  • Collaborated on program operations and relayed participant feedback for improvements.
  • Detailed program operations and participant activities with comprehensive recordkeeping.
  • Developed and maintained courteous and effective working relationships.
  • Resolved conflicts and negotiated mutually beneficial agreements between parties.

Education

Certificate of Achievement in Human Services - Human Services

Saddleback College
Mission Viejo, CA
05.2020

Skills

  • Conflict resolution
  • Leadership
  • Customer service
  • Critical thinking
  • Written Communication
  • Analytical skills
  • Flexible & Adaptable
  • Detail Oriented
  • Time management
  • Relationship building
  • Multitasking abilities

Timeline

Licensed Lending Officer

Loandepot
01.2022 - Current

Case Manager

Inspire Health Centers
06.2021 - 11.2021

Case Manager

Able To Change
04.2017 - 06.2021

Certificate of Achievement in Human Services - Human Services

Saddleback College

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Kayla Smith