Kaylee Maxwell
Virginia
Summary
Customer-focused professional with experience in financial services, real estate settlements, and client relations. Fluent in English and currently learning Korean, with strong communication skills and the ability to connect effectively with diverse individuals. Skilled at resolving concerns quickly, maintaining professionalism in fast-paced environments, and delivering a safe and positive client experience. Known for strong attention to detail, teamwork, adaptability, and the ability to remain calm under pressure.
Overview
1
1
Certification
2
2
years of post-secondary education
Work History
Settlement Agent
Pike Title
- Coordinate and conduct real estate closings for buyers, sellers, and lenders while ensuring accuracy and compliance.
- Explain complex legal and financial documents clearly to clients during settlement appointments.
- Maintain organization and attention to detail while managing multiple transactions simultaneously.
- Communicate with lenders, attorneys, and real estate professionals to ensure smooth closings.
- Handle confidential information while maintaining professionalism and client trust.
Loan Operations Specialist
Farmers Bank of Appomattox
- Managed loan documentation and ensured compliance with banking regulations and policies.
- Communicated with internal teams and customers to resolve issues and provide updates.
- Maintained accuracy and organization while handling multiple tasks in a fast-paced environment.
- Delivered professional service while managing sensitive financial information.
Assistant Manager
Glamorgan Employees Credit Union
- Supported daily operations and assisted customers with account inquiries and transactions.
- Managed payroll calculations and administrative responsibilities using Excel.
- Reviewed loan applications and assisted members through the approval process.
- Maintained confidentiality and professionalism while handling financial records.
Licensed Insurance Producer
State Farm
- Advised State Farm customers on auto, home, life, and health coverage options.
- Quoted insurance policies using State Farm sales and rating systems.
- Processed applications, endorsements, and policy changes for State Farm accounts.
- Offered policy guidance and management to promote asset protection.
Education
Korean Studies
Korean American Center
01.2025 - 10.2026
General Studies
Central Virginia Community College
Finance Studies
Liberty University
Skills
- Customer Service
- Conflict Resolution
- Team Collaboration
- Communication & Interpersonal Skills
- Multitasking in Fast-Paced Environments
- Problem Solving
- Safety Awareness
- Microsoft Excel, Word, PowerPoint
- Learning Korean
Certification
Property & Casualty Insurance License, Virginia Washington DC Maryland
Timeline
Korean Studies
Korean American Center
01.2025 - 10.2026
Assistant Manager
Glamorgan Employees Credit Union
Loan Operations Specialist
Farmers Bank of Appomattox
Settlement Agent
Pike Title
Licensed Insurance Producer
State Farm
General Studies
Central Virginia Community College
Finance Studies
Liberty University