Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Kelly Farran

Grand Rapids,MI

Summary

I am seeking a challenging long-term career within a successful company having strong cultural, professional, and ethical standards whereby I can offer my many years of unique experience with business management, economic development, finance/AP/AR/billing/analysis, banking, people management, process improvement, administration, projects, consultation, sales and customer service. I am a natural leader, intelligent, hardworking, organized/detailed, deadline-oriented and very professional with strong computer skills plus excellent communication and problem- solving skills. Diligent and resourceful financial professional skilled in client relations and loan 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.

Overview

10
10
years of professional experience

Work History

Licensed Loan Officer Assistant

Union Home Mortgage
09.2021 - Current
  • Pull and assess credit reports, fill out and process mortgage applications, collect and maintain documents
  • Quote rates, approval/denial decision see them through the whole loan process
  • Marketing social media content creator
  • Assist loan officer, maintain customer data base and relationships
  • Manage team meetings bi-weekly
  • Create and run marketing and team building events
  • Manage calendars

Office Administrator/ Executive Assistant

The Right Place
08.2015 - 08.2021
  • Assisted staff of 32
  • Provide administrative support to VP Strategic Initiatives, VP Marketing
  • Communications, VP of Talent, Executive VP Team, as well as operating support to staff
  • Process account receivables & payables
  • Maintain records
  • Prepare daily check deposits
  • Process invoices & expense reports
  • Manage AP checks process
  • Onboard & training all new employees
  • Maintained resume bank
  • Support Events Director as needed
  • Participate in RPI events and meeting logistics
  • Manage staff and 4 conference room schedules/Outlook calendars
  • Contact for all maintenance, IT, business equipment, vendor support
  • All operational activity
  • Organize bi-monthly staff meetings, prepare & send agendas
  • Presentations as needed
  • Manage office/kitchen inventory & supplies
  • Project Management, marketing & communications, strategic initiatives
  • Travel arrangements
  • Notary Public

Marketing Director/ Licensed MT

Apogee Therapy Center
01.2014 - 01.2015
  • Licensed Certified Massage Therapist providing contracted therapeutic massage and well-being consultation to high-end spas, chiropractic offices, physical therapists, wellness centers and private clients
  • Achieved 92% client retention rate (twice industry standards)
  • Managed all aspects of own business plus office administration for a chiropractic office
  • Director of marketing for a wellness center.

Teller Supervisor, Assistant Branch Manager

PNC Bank
05.2013 - 06.2014
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Counted cash drawers and made bank deposits.
  • Promoted bank's products and services by consistently cross-selling to customers.
  • Examined tellers' reports of daily transactions for accuracy.
  • Researched and resolved customer issues on personal savings, checking, and line of credit accounts.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Demonstrated knowledge of branch financial products, loans and lines of credit.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Implemented process improvements to increase productivity.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.

Education

Training-INFOSEC INSTITUTE -

Mortgage Licensing System - Mortgage Loan Officer

Nationwide Mortgage Licensing System
Remote Grand Rapids, MI
09.2021

Licensed Certified Massage Therapist and Instructor Assistant - Business Management

Everest Institute
2010

Child Development & Daycare

State of Michigan
2010

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2008

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2006

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Rockford High School
1995

Skills

  • Regulatory Compliance Documentation
  • Principal, Interest and Payment Calculation
  • Credit Extensions
  • General Mortgage Associate
  • Business Correspondence Writing
  • Contacting Borrowers
  • Credit Reporting Software
  • Bank Secrecy Act
  • Deposit and Payment Collection
  • Closing Costs Calculation
  • Federal Statutes
  • Calculations Error Correction
  • Loan Funding Coordination
  • Mortgage Insurance Arrangement
  • Business Development
  • Mortgage Closing Scheduling
  • Wire Transfer
  • Community Reinvestment Act
  • Credit Limit Establishment
  • Risk Management Assessments
  • Desktop Underwriter
  • Document Verification
  • Legal Documentation
  • Experian Transact SM
  • Banking
  • Loan Records Filing and Maintenance
  • Financial Transactions Expertise
  • Financial Information Monitoring
  • Financial Analysis Aptitude
  • Financial Data Collection
  • Resolve Paperwork Errors
  • Customer Interaction
  • Customer Satisfaction
  • Loans
  • Loss Protection
  • Loan File Review
  • Product Knowledge
  • Reviewing Credit Information
  • Lending Software Systems
  • Customer Proposals
  • Loan and Transactions Advisory
  • File Processing
  • Microsoft Office
  • Loan Information Recording
  • Cash Handling
  • Property Appraisals
  • Government Standards

Additional Information

I am an organized, intelligent, reliable, trustworthy & a hardworking employee. I can learn any skills I may not possess at this time. I take pride in the work I do.

Timeline

Licensed Loan Officer Assistant

Union Home Mortgage
09.2021 - Current

Office Administrator/ Executive Assistant

The Right Place
08.2015 - 08.2021

Marketing Director/ Licensed MT

Apogee Therapy Center
01.2014 - 01.2015

Teller Supervisor, Assistant Branch Manager

PNC Bank
05.2013 - 06.2014

Training-INFOSEC INSTITUTE -

Mortgage Licensing System - Mortgage Loan Officer

Nationwide Mortgage Licensing System

Licensed Certified Massage Therapist and Instructor Assistant - Business Management

Everest Institute

Child Development & Daycare

State of Michigan

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Rockford High School

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