Kelli Millikan
Billings,MT
Summary
Confident training leader with demonstrated planning, organizational and leadership abilities. Passionate about fostering growth for both employer and employee, while ensuring training is in line with strategic priorities.
Overview
14
14
years of professional experience
Work History
Indirect Loan Processor
Valley Credit Union
06.2022 - Current
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Checked packages for appropriate documentation.
Senior Loan Specialist
Onemain Financial
10.2017 - 07.2019
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Submitted loan applications to underwriter for verification and recommendations.
- Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Monitored pipelines to track and log status of loans.
- Set up and completed loan submission packages.
- Evaluated approvals against established bank and government lending standards.
- Originated, reviewed, processed, closed and administered customer loan proposals.
Retail Store Manager
AT&T
10.2004 - 12.2015
- Trained team members in successful strategies to meet operational and sales targets.
- Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Established and optimized schedules to keep coverage and service in line with forecasted demands.
- Recruited and retained top talent, with focus on completing timely performance evaluations, providing positive feedback and rewarding superior performance.
- Mentored sales team in applying effective sales techniques and delivering top-notch customer service.
- Supported professional development of team members and supervisors at all levels to place knowledgeable candidates in leadership roles.
Education
Bachelor of Arts - Management & Organizational Leadership
George Fox University
Newberg, OR04.2022
Skills
- Adult Learning Theories
- Employee Development
- Staff Development Plans
- Process Evaluation And Enhancement
- Leadership Training
- Small Group Instruction
- New Hire On-Boarding
- Identify Training Needs
Timeline
Indirect Loan Processor
Valley Credit Union
06.2022 - Current
Senior Loan Specialist
Onemain Financial
10.2017 - 07.2019
Retail Store Manager
AT&T
10.2004 - 12.2015
Bachelor of Arts - Management & Organizational Leadership
George Fox University
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