Kelly Atkinson
Norman,OK
Summary
Dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Reliable employee offering excellent communication and good judgment.
Overview
12
12
years of professional experience
Work History
Mortgage Loan Originator
Arvest Mortgage Division
Oklahoma City, OK
07.2019 - 04.2022
- Developed prospects for new loans by conducting cold calls weekly.
- Explained very technical financial information to applicants in easy to understand language.
- Monitored pipelines to track and log status of loans.
- Proactively identified solutions for customers experiencing credit issues.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained different types of loans pertaining to client situations.
Dual Purpose Lender
Arvest Consumer Lending Division
Oklahoma City, OK
08.2016 - 07.2019
- Advised clients on mortgage, education and personal loans.
- Submitted loan applications to underwriter for verification and recommendations.
- Explained very technical financial information to applicants in easy to understand language.
- Proactively identified solutions for customers experiencing credit issues.
- Developed prospects for new loans by conducting cold calls weekly.
Consumer Lender
Arvest Consumer Lending Division
Oklahoma City, OK
11.2014 - 08.2016
- Delivered excellent customer service and worked with customers to process loan applications and loan refinancing.
- Completed loan applications, proposals and offers for new borrowers and followed up with pending applicants.
- Processed consumer home equity loans from underwriter approval through final approval with speed and precision.
- Presented customers with financial solutions that best fit specific needs.
- Suggested and cross-sold other products or services on approved loans that benefited customer.
- Explained very technical financial information to applicants in easy to understand language.
Commercial Banker
Arvest Commercial Lending
Oklahoma City, OK
05.2013 - 11.2014
- Assisted customers with setting up new deposit accounts, completing loan applications and signing up for new services.
- Networked with realtors and current clients to generate referrals.
- Prospected for new business through networking, community outreach and customer referral generation.
- Developed lending solutions and other products for small business customers.
- Represented bank at community events to establish strong ties and promote business.
Office Manager
First Fidelity Bank
Oklahoma City, OK
05.2011 - 05.2013
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Developed and delivered polished sales presentations in order to highlight product and service quality.
- Identified and capitalized on community business opportunities with effective networking.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Developed prospects for new loans though weekly cold calling.
- Submitted loan applications to loan underwriter for verification and recommendation.
Branch Manager
City National Bank
Oklahoma City, OK
02.2010 - 05.2011
- Developed prospects for new loans though weekly cold calling.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Identified and capitalized on community business opportunities with effective networking.
- Submitted loan applications to loan underwriter for verification and recommendation.
Education
Bachelor of Science - Business Administration
Indiana Wesleyan University
Marion, IN04-2001
Skills
- Small business lending aptitude (ABA)
- Credit analysis background
- Excellent Communication
- Financial analysis aptitude
Affiliations
NE Oklahoma City Renaissance Board Member
Timeline
Mortgage Loan Originator
Arvest Mortgage Division
07.2019 - 04.2022
Dual Purpose Lender
Arvest Consumer Lending Division
08.2016 - 07.2019
Consumer Lender
Arvest Consumer Lending Division
11.2014 - 08.2016
Commercial Banker
Arvest Commercial Lending
05.2013 - 11.2014
Office Manager
First Fidelity Bank
05.2011 - 05.2013
Branch Manager
City National Bank
02.2010 - 05.2011
Bachelor of Science - Business Administration
Indiana Wesleyan University