Kaylie Welsh
Powell,OH
Summary
Personable professional with organizational, time management and multitasking abilities. Compassionate, empathetic and well-versed in communications and problem-solving in customer services. Focused on leveraging talents to positively impact others.
Overview
5
5
years of professional experience
Work History
Volunteer
Grandview Heights Public Library
Columbus, Ohio
01.2014 - 01.2016
- Freed full-time employees up for more critical work by completing clerical tasks and office work.
- Supported staff with clerical work and other office tasks.
- Maintained clean, neat and operational facilities to serve program needs.
- Used strong interpersonal communication skills to convey information to others
- Tracked volunteer hours in spreadsheets.
- Helped with office tasks, taking messages, scanning documents and answering phone inquiries.
Client Services
Acura Columbus
Columbus, Ohio
09.2019 - 07.2020
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.
- Performed duties and provided service in accordance with established operating procedures and company policies.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Investigated, documented and submitted information to Quality Department about special incidents, events and complaints.
Senior Residential Disclosures Specialist
First Home Bank, AKA: Bay First Financial
St. Petersburg, FL
07.2020 - Current
- Set up and completed loan submission packages.
- Maintained compliance with privacy and security requirements, as well as federal statutes covering FHA, VA, USDA, and Conventional loans.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Supported other operational teams with financial transactions and account maintenance.
- Created strong working relationships with advisors, assistants and First Home Bank support staff.
- Prepared file for final clear-to-close by branch management.
- Communicated with originator and applicant concerning progress of loan file.
- Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
- Received on-going, comprehensive training on home loan products and mortgage process.
Education
Bachelor of Arts - Intercultural, Multicultural, And Diversity Studies
University of Dayton
Dayton, OHSkills
- Adaptability and Dependability
- Professional Relationships
- Critical Thinking
- Attention to Detail
- Recordkeeping and Confidentiality
- Customer Service and Assistance
- Retail Mortgages
- Financial Data Collection
- Government Lending Standards
- Regulatory Compliance Documentation
Timeline
Senior Residential Disclosures Specialist
First Home Bank, AKA: Bay First Financial
07.2020 - Current
Client Services
Acura Columbus
09.2019 - 07.2020
Volunteer
Grandview Heights Public Library
01.2014 - 01.2016
Bachelor of Arts - Intercultural, Multicultural, And Diversity Studies
University of Dayton
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