KELLY CONNER
Meridian,ID
Summary
Performance-driven Vice President with experience aligning systems with business requirements, policies, and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
16
16
years of professional experience
Work History
VP, Division Manager - Relationship Support
U.S. Bank
07.2022 - Current
- Manage 9 teams comprising 94 employees across 30 states.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Oversaw business-wide changes to modernize procedures and organization.
- Resolved issues and recommended actions based on production and compliance reports.
- Handled escalated complaints involving division operations and work of personnel under supervision.
- Established clear and consistent policies and procedures.
- Monitored team performance to identify productivity improvement opportunities.
- Supported staff with developing professional skills and abilities, uplifting team performance.
AVP, Operations Manager 4
U.S. Bank
05.2021 - 07.2022
- Led team of 13 bankers across newly created Community Commercial West Division, providing assistance to relationship managers handling portfolios of varying sizes.
- Collaborated weekly with business line leadership to ensure teams had adequate support during transition period.
- Identified variations in support process across nine regions and developed alignment strategies, including cross-training additional support bankers for backup coverage.
- Co-led integration of Community Commercial Divisions into Corporate and Commercial Division, ensuring smooth transition and operational alignment.
Operations Manager 3
U.S. Bank
09.2019 - 05.2021
- Led team of 5 support bankers across three sub-regions, providing assistance to relationship managers.
- Assisted in handling complex relationships and interacted with outside counsel, title companies, etc.
- Facilitated monthly calls with Credit Administration to ensure accurate reporting and timely responses to collateral exceptions and financial due diligence requirements.
- Managed collateral risk by adhering to policies, procedures and regulations.
- Complied with established internal controls and policies.
Commercial Loan Support Specialist III
Columbia State Bank
08.2016 - 09.2019
- Managed entire loan process while maintaining high quality client service and ensuring regulatory and bank compliance of all loan packages.
- Disburse and advance loan funds, initiate wires, and work with internal partners to complete other customer requests such as cutting checks, moving funds, etc.
- Dedicated support to relationship managers for inquires and/or research needed to enhance, develop, and maintain customer relationships for $120MM commercial loan portfolio.
- Support credit analysts with on-going loan administration, file maintenance and collection of financials
- Evaluated loan requests and documents to verify accuracy and completeness.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Created new virtual filing system and maintain for all borrower portfolios
- Selected to participate in pilot program for Credit Analyst Training.
Job Site Supervisor/Billing Specialist
Cleaning By Knight
05.2008 - 08.2017
- Manage job sites and directed employees to clean according to customer expectations
- Managed monthly accounts and construction accounts
- Responsible for monthly billing
- Print all checks for payroll and accounts payable.
Escrow Assistant
AmeriTitle
11.2014 - 08.2016
- Distributed incoming and outgoing correspondence with realtors and customers in timely manner
- Organized and maintained file system along with other records
- Gathered accurate information, opened orders, completed initial file set up, deposit and disbursed funds, pre-closing maintenance and post-closing follow up on assigned files
- Maintained flow of escrow process, distributed loan packages and completed lender funding conditions
- Followed-up on status of releases, policies, and return of recorded documents.
- Participated in cross training new hires and contributed to new training program for escrow assistants
- Handled all questions regarding new collaboration platform being used by lenders.
Retail Loan Processor
Bank of the Cascades
07.2013 - 11.2014
- Processed and created loan documents/files; reviewed for accuracy and adherence to Company Loan Policy and Regulatory Compliance in high volume for Consumer and Small Business Lending for Bank of the Cascades branches located in Oregon and Idaho
- Built compliance and regulatory procedures for Consumer and Small Business Lending in documentation, processing and loan servicing areas
- Headed new filing project to organize over 1,300 intermixed files due to acquisition
- Trained employees in both Consumer and Small Business Lending
- Provided department support, including responding to incoming telephone calls, electronic mail, voice mail and support functions for the Retail Lending Department.
Universal Banker
US Bank
05.2010 - 07.2013
- Provided customer service and advised clients on expressed financial needs while recommending other products and services
- Led implementation of new bank wide system amongst 13 employees to ensure accuracy and minimal customer impact
- Researched customer issues and provided solutions to grow relationships
- Performed tasks to maintain operational compliance
- Assisted in monthly audit work within branch as well as annual audits
- Was responsible for cash, process teller transactions and maintain balance throughout workday.
Education
Certificate - Human Resources Management
Linfield College
McMinnville, OR03.2016
Some College (No Degree) - Business Management
Central Oregon Community College
Bend, OR2009
Skills
- Leadership and Change Management
- Strategic Thinking
- Operations Management
- Procedure Implementation
- Flexibility and Adaptability
- Restorative
- Individualization
- Corporate Communications
Timeline
VP, Division Manager - Relationship Support
U.S. Bank
07.2022 - Current
AVP, Operations Manager 4
U.S. Bank
05.2021 - 07.2022
Operations Manager 3
U.S. Bank
09.2019 - 05.2021
Commercial Loan Support Specialist III
Columbia State Bank
08.2016 - 09.2019
Escrow Assistant
AmeriTitle
11.2014 - 08.2016
Retail Loan Processor
Bank of the Cascades
07.2013 - 11.2014
Universal Banker
US Bank
05.2010 - 07.2013
Job Site Supervisor/Billing Specialist
Cleaning By Knight
05.2008 - 08.2017
Certificate - Human Resources Management
Linfield College
Some College (No Degree) - Business Management
Central Oregon Community College
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