Kaylyn Sapp
Summary
Detail-oriented and versatile financial services professional with 13 years of comprehensive experience in deposit and loan back-office operations, including transaction processing, account reconciliations, compliance support, and customer account management. Adept at cross-functional collaboration, process improvement, and leveraging financial systems to optimize workflow. Highly adaptable and motivated to take on new challenges.
Overview
13
13
years of professional experience
Work History
Senior Operations/Project Manager
DLP Bank
02.2019 - Current
- Oversaw department operations ensuring compliance with regulations.
- Served as an integral member of the branch acquisition project, focusing on deposits.
- Directed conversion project for deposit operations focusing on improved efficiency.
- Increased competitive edge with launch of a comprehensive online banking system.
- Streamlined procedures within the department for optimized workflow.
- Collaborated with vendors to document errors and discrepancies, and tested fixes until an acceptable resolution was found.
- Analyzed contracts while ensuring adherence to terms and accuracy.
- Perform regular technical updates to core system and overall system upgrades.
- Assist loan operations department with payments, account reconciliations, booking, and document reviews.
Member Service Rep/Asst Trainer
SunState Federal Credit Union
08.2015 - 02.2019
- Conducted procedural management for account openings and closings with proficiency.
- Applied strong analytical techniques to identify member needs.
- Assisted with institution-wide card conversion project.
- Acted as a back-up IRA specialist, ensuring compliance and timeliness with regulations.
- Delivered training modules to existing employees, resulting in improved skill sets and increased efficiency.
- Proficiently trained incoming employees to cultivate a skilled and knowledgeable workforce.
Head Teller
Sunstate Federal Credit Union
08.2015 - 09.2017
- Elevated teller productivity by delivering effective coaching and performance improvement sessions.
- Performed regular audits on ATM, Cash Deposit Machines, tellers, negotiable instruments and vault.
- Guided and developed new and existing tellers in their professional growth.
- Worked with management to devise and execute strategies enhancing operational efficiency.
- Scrutinized checks and verified essential details to ensure compliance.
- Handled and addressed complaints swiftly.
- Facilitated cross-selling of financial products and services to meet client needs.
- Balanced daily cash drawer consistently.
Head Teller/Customer Service Rep
TD Bank
09.2012 - 11.2014
- Achieved high levels of customer satisfaction by handling issues promptly.
- Developed strong relationships with both walk-in customers and loyal clientele.
- Utilized strong analytical skills and cross-selling strategies to assess individual customer needs and recommend appropriate products and services.
- Managed check queue while maintaining precise daily cash balance through manual and machine counting.
- Conducted regular audits on ATM, Cash Deposit Machines, tellers, negotiable instruments, and vault
- Trained as a CSR to handle customer transactions, deposit and lending needs.
- Executed successful first-ever office Grand Opening in the North/Central Florida area.
Education
Bachelor of Science - Psychology
University of Central Florida
01.2014
Associate of Arts - Business/Psychology
St. Johns River State College
01.2012
General Diploma -
Interlachen High School
01.2012
Skills
- Attention to detail
- Organizational skills
- Task management
- Project management
- Microsoft Office proficiency
- Quick learning
- Memory retention
- Problem-solving
Timeline
Senior Operations/Project Manager
DLP Bank
02.2019 - Current
Head Teller
Sunstate Federal Credit Union
08.2015 - 09.2017
Member Service Rep/Asst Trainer
SunState Federal Credit Union
08.2015 - 02.2019
Head Teller/Customer Service Rep
TD Bank
09.2012 - 11.2014
Associate of Arts - Business/Psychology
St. Johns River State College
General Diploma -
Interlachen High School
Bachelor of Science - Psychology
University of Central Florida
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