Summary
Overview
Work History
Education
Skills
Timeline

Kelly Neal

Banking
Germantown,TN

Summary

Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.

Overview

25
25
years of professional experience

Work History

Mortgage Loan Originator

Simmons Bank
Memphis, TN
10.2021 - Current
  • Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
  • Explained different types of loans pertaining to client situations.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.

Retail Banking Executive

Triumph Bank
Memphis, TN
06.2010 - 10.2021
  • Planned and controlled unit operating expenses in line with forecasts.
  • Developed and executed branch business plan to maximize business growth and achieve customer retention and acquisition objectives.
  • Supported community involvement and participated in community activities.
  • Improved team performance, coaching employees and offering one-on-one mentoring.
  • Settled complex or unresolved customer situations or escalated issues.
  • Developed and maintained community network to enhance visibility and built strong referral source for new potential business.

Private Banking

Trust One Bank
Memphis, TN
05.1998 - 05.2010
  • Delivered excellent customer service and worked with customers to process loan applications and loan refinancing.
  • Suggested and cross-sold other products or services on approved loans that benefited customer.
  • 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.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Developed and maintained relationships with customers, lenders and other third parties.

Education

University of Memphis, Memphis, TN

Skills

Teamwork and Collaboration

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Timeline

Mortgage Loan Originator - Simmons Bank
10.2021 - Current
Retail Banking Executive - Triumph Bank
06.2010 - 10.2021
Private Banking - Trust One Bank
05.1998 - 05.2010
University of Memphis - ,

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Kelly NealBanking