Keanna Pettigrew
Stone Mountain,GA
Summary
Visionary Sr. Financial Professional & Business Analyst with over 17 years of expertise in financial planning, real estate, and insurance sectors. Demonstrates exceptional leadership in mentoring teams, boosting performance, and ensuring stringent compliance with regulatory standards. Committed to harnessing collaborative leadership to drive superior business outcomes and foster continuous improvement.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Loan Specialist
One Main Finanical
10.2025 - Current
- Evaluated applicants' financial profiles to recommend tailored loan products aligned with their needs.
- Facilitated negotiations on loan terms, fostering positive outcomes for clients and enhancing recovery strategies.
- Cultivated strong relationships with local real estate professionals to drive referral business and growth.
- Conducted thorough reviews of loan documentation, guaranteeing accuracy and compliance with lending standards.
Salesperson
Hertz Auto Sales
04.2023 - Current
- Steering cross-functional projects to foster teamwork and enhance productivity.
- Formulating innovative solutions to boost sales performance.
- Streamlining operational efficiency through effective team coordination.
Customer Service Specialist
Chime Solutions
08.2019 - 04.2023
- Orchestrated customer service for 300+ clients through efficient call management (40-50 daily)
- Exceeded productivity and CSAT targets, acknowledged by senior leadership
- Led new hires training, promoting teamwork and knowledge sharing
- Devised optimal solutions in a high-pressure call center, ensuring customer satisfaction
Personal Banker
Wells Fargo
12.2013
- Strategically assessed loan applicants' financial status and credit, ensuring informed lending decisions
- Successfully negotiated loan repayment terms with delinquent customers, enhancing recovery rates
- Represented the bank in local media, boosting brand visibility and customer acquisition
- Led financial literacy classes at local schools, demonstrating corporate social responsibility
- Ensured strict adherence to company policies, underwriting guidelines, and lending rules
Mortgage Loan Officer
Wells Fargo
12.2013 - 10.2015
- Managed loan applicants' financial analysis, credit and property evaluation ensuring feasibility of loans
- Spearheaded customer negotiations on delinquent loans and refinancing benefits
- Represented the bank in local media promoting services and customer promotions
- Upheld stringent compliance with policies, underwriting guidelines, and lending-program rules
- Volunteered for financial literacy classes in local schools, representing Wells Fargo
Mortgage Loan Officer
JP Morgan Chase
10.2015 - 08.2019
- Assessed financial needs to tailor loan solutions for individuals, families, and businesses
- Achieved 30% reduction in real estate owned inventory within six months
- Consistently closed 5-7 loans monthly, ranging from $150,000 to $400,000
- Fostered long-term relationships with local real estate agents
- Ensured accuracy and completeness of loan documents, satisfying underwriter's requirements
Assistant Manager
Best Bank
11.2009 - 12.2010
- Oversaw retail banking operations, managing a team of ten.
- Dual-handedly served as Branch Manager and Acquisition Specialist, driving new business across four branches.
- Crafted and managed the bank's budget to optimize profit.
- Ensured compliance with all regulatory rules and laws.
- Acted as the primary point of contact for escalated customer service issues.
Personal Banker
Best Bank
10.2007 - 11.2009
- Steered operations of a high-volume retail bank, managing a team of ten, ensuring daily smooth functioning.
- Selected for dual role as Branch Manager and Acquisition Specialist, trained staff at four branches within Kroger and Wal-Mart to drive new business.
- Crafted and implemented bank's operating and capital budget to optimize profitability.
- Addressed customer service escalations with professionalism, resolving them promptly and discreetly.
Branch Manager
Best Bank
12.2010
- Managed daily retail banking operations, overseeing 10 employees.
- Dual-role as Branch Manager & Acquisition Specialist, fostering new business across four branches.
- Orchestrated operating and capital budget for optimal profitability.
- Ensured compliance with all regulatory laws and rules.
- Handled customer service escalations with discretion and professionalism.
Education
Master of Business Administration (MBA) - Finance
Strayer University
Washington, DCBachelor of Arts Degree (BA) - Sociology
The University of West Georgia
Carrollton, GASkills
- Long-Range Financial Planning (Experienced), Financial Analysis, Reporting, Regulatory Filing, Compliance, Cross-Functional Team Leadership, Customer Acquisition, Retention, Documents Management, Records Management, Decision Making, Problem Solving, Building Teams, Mentoring Teams, Leading Teams, Strategic Planning, Tactical Execution, Quality Improvement, Performance Improvement
Accomplishments
- Achieved the number one position as an employee at One Main through effectively helping with planning that created positive results when degree or certification has been obtained by customers.
Certification
- Licensed Georgia Real Estate Agent
- Licensed Insurance Agent
Timeline
Loan Specialist
One Main Finanical
10.2025 - Current
Salesperson
Hertz Auto Sales
04.2023 - Current
Customer Service Specialist
Chime Solutions
08.2019 - 04.2023
Mortgage Loan Officer
JP Morgan Chase
10.2015 - 08.2019
Personal Banker
Wells Fargo
12.2013
Mortgage Loan Officer
Wells Fargo
12.2013 - 10.2015
Branch Manager
Best Bank
12.2010
Assistant Manager
Best Bank
11.2009 - 12.2010
Personal Banker
Best Bank
10.2007 - 11.2009
Bachelor of Arts Degree (BA) - Sociology
The University of West Georgia
Master of Business Administration (MBA) - Finance
Strayer University