Keahilani Kaleo
Colorado Springs,CO
Summary
Experienced with evaluating loan applications and providing suitable financial advice. Utilizes deep understanding of financial products to guide clients effectively. Track record of maintaining compliance with industry standards and ensuring client satisfaction.
Overview
15
15
years of professional experience
Work History
Loan Consultant
Lendmark Finacial Services
07.2022 - Current
- Increased client retention rates by offering exceptional service and fostering strong relationships.
- Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
- Exceeded sales goals through proactive networking and lead generation initiatives.
- Interviewed prospective customers to discuss financial goals and means surrounding personal and auto-loans.
- Provided ongoing training and mentorship to junior team members, fostering a culture of continuous improvement.
- Built positive relationships with customers by offering best financing and product options for sub-prime loans.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Proactively identified solutions for customers experiencing credit issues.
- Assessed loan portfolios for compliance with underwriting policies.
- Compiled closing packages for drafting and presentation accuracy.
Office Administrator
Mobile Transport Repair
12.2021 - 07.2022
- Supported office manager with proactive correspondence management, document coordination and customer relations.
- Coordinated communications, financial processing, registration, recordkeeping and other administrative functions.
- Kept detailed records of supplies and office equipment use to budget and make orders for new supplies.
- Interacted with customers by phone, email or in-person to provide information.
- Evaluated office documentation to check accuracy and complete missing pieces, avoiding delays and maximizing team productivity.
- Assisted with coordination and hosting of company events.
Patient Service Representative
OptumHealth
09.2020 - 11.2021
- Reviewed and corrected claim errors to facilitate smooth processing.
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Facilitated communication between patients and various departments and staff.
- Offered simple, clear explanations to help clients and families understand hospital policies and procedures.
- Organized patient records and database to facilitate information storage and retrieval.
- Helped address client complaints through timely corrective actions and appropriate referrals.
- Worked with patients to ascertain issues and make referrals to appropriate specialists.
Member Service Representative
Medishare
09.2019 - 08.2020
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Followed up on denials, late payments, extensions and other special circumstances.
- Resolved discrepancies in insurance payments by collaborating with carriers.
- Communicated effectively with members of operations, finance and clinical departments.
- Maintained confidentiality of patient finances, records and health statuses.
- Coordinated with contracting department to resolve payer issues.
- Processed eligibility and benefits verification and authorization requests.
- Researched and resolved routine and complex issues.
Assistant Preschool Teacher
Community Partnership For Child Development
10.2018 - 03.2019
- Promoted physical, academic and social development by implementing diverse classroom and outside activities.
- Observed children to identify individuals in need of additional support and developed strategies to improve assistance.
- Applied play-based strategies to provide diverse approaches to learning.
- Consulted with parents to build and maintain positive support networks and support continuing education strategies.
- Participated in team-building activities to enhance working relationships.
- Maintained documentation for 20 student’s behavioral, emotional, academic and social growth.
Teacher
The Kensington School
11.2013 - 08.2018
- Communicated frequently with parents, students and faculty to provide feedback and discuss instructional strategies.
- Planned and implemented integrated lessons to meet national standards.
- Encouraged creative thinking and motivated students by addressing individual strengths and weaknesses based on standardized testing results.
- Held conferences with parents to address questions, discuss academic progress and encourage learning goals.
- Worked cooperatively with other teachers, administrators and parents to help students reach learning objectives.
- Designed dynamic lesson plans based on student interests to increase developmental growth.
- Evaluated and revised lesson plans and course content to achieve student-centered learning.
- Incorporated multiple types of teaching strategies into classroom.
- Supported student teachers by mentoring on classroom management, lesson planning and activity organization.
- Completed daily reports on attendance and disciplinary performance.
Child and Youth Program Assistant
Fort Carson-Child And Youth School Services
05.2010 - 06.2010
- Assisted with youth development and other recreation programs to improve quality of experience.
- Created safe, fun environment for children and teens attending special programs at all the facilities at Fort Carson.
- Communicated effectively with children, fellow staff members and parents by utilizing active listening and interpersonal skills.
- Delivered high level of care, assistance and supervision to children in compliance with organization's rules and policies.
- Worked with parents and guardians to improve life choices and maximize benefits of programs.
- Helped teachers recognize learning issues evidenced in one-to-one support instruction.
- Attended training classes, parent conferences and faculty meetings to stay up-to-date on student progress.
Education
Early Childhood Care And Education
Thomas Nelson Community College
Hampton, VA08.2016
General Studies
Pikes Peak Community College
Colorado Springs, CO02.2006
Early Childhood Education
Garden City Community College
Garden City, KS08.2005
Air Academy High School
Usaf Academy, CO04.2005
Skills
- Meeting Coordination and Support
- Office Equipment Management
- Remote Work Coordination
- Family engagement
- Child development
- Resource identification
- Cultural history
- Community networking
- Teamwork and collaboration
- Time management
- Problem-solving abilities
- Effective communication
Additional Information
Between 2004-2007 my High School/College off season time I’d spend helping run volleyball camps/clinics for the local High School and middle School kids. I’ve been coaching club volleyball since 2023. I’m currently coaching a 13’s volleyball club and last year was a 16s team for Hotshotz. However just for club I coach a range from 12-18 year old. I am certified and registered as a USA Volleyball coach/referee representing for the Rocky Mountain Region. It’s renewed every year.
I’ve taught Sunday school lessons from preschool (2010) to a young adults class (2020). I advocated for the class and discussed more relevant topics for continuing in the faith. Till this day I have 3 of the 8 original people still in contact with me.
Volunteer Work
Angel’s of America’s Fallen - A non-profit organization started in 2012 helping the children of our fallen military and first responders. Helping serve them since 2020, absolutely love what they do for the families!
Timeline
Loan Consultant
Lendmark Finacial Services
07.2022 - Current
Office Administrator
Mobile Transport Repair
12.2021 - 07.2022
Patient Service Representative
OptumHealth
09.2020 - 11.2021
Member Service Representative
Medishare
09.2019 - 08.2020
Assistant Preschool Teacher
Community Partnership For Child Development
10.2018 - 03.2019
Teacher
The Kensington School
11.2013 - 08.2018
Child and Youth Program Assistant
Fort Carson-Child And Youth School Services
05.2010 - 06.2010
Early Childhood Education
Garden City Community College
Air Academy High School
Early Childhood Care And Education
Thomas Nelson Community College
General Studies
Pikes Peak Community College