Kelley Bucholz
Mechanicsville,VA
Summary
Diligent and resourceful financial professional skilled in client relations and product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions. Skilled at keeping all paperwork orderly and property transferred. Detail-oriented team player with strong organizational skills.
Overview
11
11
years of professional experience
Work History
Loan Officer Assistant
Atlantic Union Bank
03.2019 - 11.2023
- Answered inquiries and provided superior customer service to clients.
- Managed over 25 clients during any given period.
- Set up files using loan officer checklist and submitted on-time for processing.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Serve as primary contact and liaison between clients, loan originator, branch manager, appraiser and underwriter.
- Assist and support team of loan originators, processors and underwriters.
- Review all loan packages for discrepancies and omissions.
- Communicate with clients, loan originators, title companies, appraisers to ensure highest level of client satisfaction.
Customer Service Specialist
Capital One
04.2013 - 03.2019
- Took payment information and other pertinent information such as addresses and phone numbers to place orders.
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Managed over 100 customer calls per day.
- Generate sales leads.
- Identify and assess customers' needs to achieve satisfaction.
- Build sustainable relationships and trust with customer accounts through open and interactive communication.
- Maintain customer accounts and record account information.
- Oversee customer financial accounts and process customer adjustments.
- Make product recommendations or services to customers based on their needs and preferences.
- Provide highest level of service to maintain valuable relationships.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
Education
Some College (No Degree) - General Studies
Tidewater Community College
Norfolk, VAHigh School Diploma -
Floyd Kellam High School
Virginia Beach, VA06.1994
Skills
- Log Maintenance
- Credit
- Document Verification
- Financial Transactions Expertise
- File Processing
- Risk Management Assessments
- Personal Data Collection
- Credit Verification
- Employment Verification
- Credit Applications
- Property Appraisals
- Attention to Detail
Timeline
Loan Officer Assistant
Atlantic Union Bank
03.2019 - 11.2023
Customer Service Specialist
Capital One
04.2013 - 03.2019
Some College (No Degree) - General Studies
Tidewater Community College
High School Diploma -
Floyd Kellam High School
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