Kaylee McLaughlin
Alliance,NE
Summary
Personal Banker with extensive experience in customer service and sales, skilled in leveraging in-depth knowledge of banking products to identify and meet client needs effectively. Proven ability to cultivate strong client relationships, ensuring satisfaction through exceptional communication and strategic problem-solving. Committed to delivering tailored financial solutions that empower clients to achieve their goals. Recognized for a results-oriented approach that drives success in a competitive market.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Banker/Loan Administrator
Sandhills State Bank
Alliance, NE
04.2025 - Current
- Facilitated collection of customer loan payments to ensure timely account management.
- Facilitated customer account openings and management for checking, savings, money market, and certificate of deposit accounts.
- Managed telephone inquiries regarding banking products to ensure customer satisfaction.
- Executed special procedures for customers, including ordering new checks, endorsement stamps, and debit cards.
- Managed cash drawer operations to ensure accurate and efficient customer transactions.
- Conducted thorough daily reconciliations of vault coin machine and ATM to maintain operational integrity.
- Monitored and validated wire transfer transactions to uphold compliance and enhance customer trust.
- Developed and organized loan documentation to ensure efficient and accurate loan closing processes.
- Ensured meticulous handling of loan files and documents to maintain confidentiality and compliance.
- Streamlined customer account opening processes and ensured meticulous record-keeping for regulatory compliance.
Personal Banker
Wells Fargo
Alliance, NE
03.2025 - 04.2025
- Supported customers in establishing and overseeing various bank accounts to enhance financial management.
- Managed telephone inquiries regarding banking products to ensure customer satisfaction.
- Managed cash drawer operations to ensure accurate and efficient customer transactions.
- Analyzed financial profiles and lending criteria to formulate credit recommendations for personal lending transactions, including home financing.
- Cultivated and sustained long-term customer relationships to enhance loyalty.
- Collected and organized consumer financial information to support lending processes.
Retail Relationship Banker
BMO
Alliance, NE
08.2024 - 03.2025
- Facilitated customer account openings and closures, ensuring compliance with company policies.
- Managed telephone inquiries regarding banking products to ensure customer satisfaction.
- Managed cash drawer operations to ensure accurate customer transactions.
- Evaluated and authorized credit recommendations for personal lending transactions, including home financing.
- Conducted targeted outreach to establish connections and secure appointments with potential clients.
- Collected and organized consumer financial information to support lending processes.
- Facilitated in-depth financial consultations aimed at identifying client needs and providing customized product recommendations.
- Designed and implemented personalized banking strategies to improve customer experience and retention.
- Assisted in processing mortgage applications to ensure timely submissions and approvals.
- Facilitated communication between clients and loan officers to enhance customer experience.
Personal Banker/Loan Administrator
Sandhills State Bank
Alliance, NE
04.2022 - 08.2024
- Facilitated collection of customer loan payments to ensure timely account management.
- Facilitated customer account openings and management for checking, savings, money market, and certificate of deposit accounts.
- Managed telephone inquiries regarding banking products to ensure customer satisfaction.
- Executed special procedures for customers, including ordering new checks, endorsement stamps, and debit cards.
- Managed cash drawer operations to ensure accurate and efficient customer transactions.
- Conducted thorough daily reconciliations of vault coin machine and ATM to maintain operational integrity.
- Monitored and validated wire transfer transactions to uphold compliance and enhance customer trust.
- Developed and organized loan documentation to ensure efficient and accurate loan closing processes.
- Ensured meticulous handling of loan files and documents to maintain confidentiality and compliance.
- Streamlined customer account opening processes and ensured meticulous record-keeping for regulatory compliance.
Loan Officer
Farmers State Bank
Alliance, NE
10.2021 - 04.2022
- Managed telephone inquiries regarding banking products to ensure customer satisfaction.
- Facilitated collection of customer loan payments to ensure timely account management.
- Facilitated company-wide quarterly training assignments and monitored progress to enhance employee development.
- Conducted interviews with loan applicants and performed financial data analysis to determine eligibility.
- Formulated and negotiated credit extension terms, encompassing rates, loan structure, and collateral requirements based on borrower financial assessments.
- Authorized loan approvals within designated lending limits.
- Conducted comprehensive analysis of yearly tax returns and financial statements to assess borrower financial health.
- Monitored loan repayment processes to ensure timely collections on overdue accounts.
- Compiled comprehensive loan packages, ensuring accuracy and readiness for closing procedures.
- Ensured meticulous handling of loan files and documents to maintain confidentiality and compliance.
- Educated clients on various loan products and terms to enhance understanding and support informed choices.
- Coordinated mortgage application processing to support efficient submission and approval workflows.
Customer Service Representative
Farmers State Bank
Alliance, NE
04.2021 - 10.2021
- Guided customers through account opening and closing processes to enhance service experience.
- Executed special procedures for customers, including ordering new checks, endorsement stamps, and debit cards.
- Facilitated collection of customer loan payments to ensure timely account management.
- Managed cash drawer operations to ensure accurate and efficient customer transactions.
- Conducted thorough daily reconciliations of vault coin machine and ATM to maintain operational integrity.
- Facilitated approval and processing of daily remote and mobile deposits to ensure timely fund availability.
- Facilitated company-wide quarterly training assignments and monitored progress to enhance employee development.
- Addressed customer inquiries through phone and email, ensuring prompt and precise responses.
- Executed transaction processing with precision, ensuring adherence to bank policies and regulations.
Branch Manager
Western Heritage FCU
Alliance, NE
03.2020 - 03.2021
- Facilitated training sessions for front line and new account personnel to enhance operational efficiency.
- Conducted performance evaluations to enhance employee development and productivity.
- Acknowledged employee achievements and fostered a culture of excellence in the workplace.
- Conducted in-depth analysis and established strategic planning frameworks to drive long-term goals.
- Coordinated and managed marketing initiatives and events to drive customer engagement.
- Facilitated ongoing interactions with members to maintain high satisfaction levels and obtain constructive feedback.
- Oversaw compliance initiatives within the department to uphold operational integrity.
- Facilitated collaboration among branches to enhance knowledge sharing and align promotional activities.
- Conducted comprehensive analytics for department operations to inform committee decisions.
- Directed branch operations to optimize member service efficiency and satisfaction.
- Designed and launched strategic initiatives aimed at optimizing financial outcomes and fostering growth.
Lead Member Service Representative
Western Heritage FCU
Alliance, NE
10.2017 - 03.2020
- Assisted in maintaining seamless operations for new accounts and teller supervision.
- Oversaw cash drawer management to ensure accurate transaction processing.
- Executed daily reconciliation of vault cash, coin machine, and ATM to maintain operational integrity.
- Managed collection of member loan payments, ensuring timely processing and accuracy.
- Facilitated member onboarding for new services.
- Facilitated member requests by processing orders for new checks and debit cards to enhance service delivery.
- Managed member interactions by delivering exceptional service and promptly resolving inquiries and issues.
- Managed account transactions to maintain compliance with credit union standards.
- Supervised daily cash operations and ensured compliance with banking regulations.
- Trained and mentored new tellers on customer service and operational procedures.
- Led team in delivering exceptional customer service, resolving inquiries and enhancing member satisfaction.
Education
No Degree - Mortgage Loan Originator
24hourEDU
01-2025
School of Lending Principles - undefined
Schools of Banking
02.2022
High School Diploma - undefined
Alliance High School
Alliance05.2014
Skills
- Licensed mortgage professional
- NMLS registered professional
- Cash management proficiency
- Relationship building
- Branch operations
- Strong customer service abilities
- Goal oriented
- Loan origination
- Residential mortgage lending regulations
Certification
- MLO License - January 2026
- NMLS: 2152289- October 2021
- School of Banking- Lending Principles - February 2022
- Country Banker Loan Analysis - System Training - March 2022
Technical Skills And Certifications
2152289, Cash Handling expertise, Microsoft Office: Word, PowerPoint, Excel, Outlook, Excellent customer service skills
Timeline
Personal Banker/Loan Administrator
Sandhills State Bank
04.2025 - Current
Personal Banker
Wells Fargo
03.2025 - 04.2025
Retail Relationship Banker
BMO
08.2024 - 03.2025
Personal Banker/Loan Administrator
Sandhills State Bank
04.2022 - 08.2024
Loan Officer
Farmers State Bank
10.2021 - 04.2022
Customer Service Representative
Farmers State Bank
04.2021 - 10.2021
Branch Manager
Western Heritage FCU
03.2020 - 03.2021
Lead Member Service Representative
Western Heritage FCU
10.2017 - 03.2020
School of Lending Principles - undefined
Schools of Banking
High School Diploma - undefined
Alliance High School
No Degree - Mortgage Loan Originator
24hourEDU