Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kelly Nielsen

Issaquah,WA

Summary

Results-driven expert with over 10 years of experience in client services, billing operations, coding, and project management.

Overview

17
17
years of professional experience
6
6
years of post-secondary education

Work History

Executive Assistant

Global Audio Video
Seattle, Washington
01.2022 - 07.2025
  • Customer Service - Provided prompt, courteous, solutions-focused support to customers.
  • Technical Support - Resolved inquiries regarding billing, services, and technical issues.
  • Document Specialist - Maintained accurate documentation and progress.

Loan Processor

Guaranteed Rate Affinity
Chicago, Illinois
01.2020 - 01.2022
  • Project Management - Streamlined loan pipeline through optimized workflows.
  • Client Services – Strengthened trust through consistent updates and issue resolution.
  • Regulatory Compliance – Ensured full compliance with lending requirements.

Portfolio Manager

Veristone Capital Funding
Kirkland, Washington
01.2017 - 01.2020
  • Client Engagement – Experienced in developing trust while providing tailored ongoing support.
  • Risk Assessment– Efficient in evaluating loan applications and strategies to mitigate financial risks.
  • Market Analysis – Ability to analyze real-estate market trends.

Marketing Coordinator

Cosmopolitan Motors
Seattle, Washington
01.2009 - 01.2019
  • Social Media – Developed and executed targeted social media campaigns.
  • Content Creation – Created engaging campaigns and content to showcase luxury vehicles.

Education

Medical Terminology Certificate -

Edmonds Community College
Edmonds, WA
06.2024 - 09.2024

Bachelor of Science - Clinical Psychology

University of Natural Medicine
Seattle, WA
09.2011 - 09.2015

Associate of Science - Hospital Administration

DeVry University
Hayward, CA
09.2008 - 09.2010

Skills

  • Calyx Point
  • Encompass
  • QuickBooks
  • Google Workspace
  • Project Management
  • Executive support

Timeline

Medical Terminology Certificate -

Edmonds Community College
06.2024 - 09.2024

Executive Assistant

Global Audio Video
01.2022 - 07.2025

Loan Processor

Guaranteed Rate Affinity
01.2020 - 01.2022

Portfolio Manager

Veristone Capital Funding
01.2017 - 01.2020

Bachelor of Science - Clinical Psychology

University of Natural Medicine
09.2011 - 09.2015

Marketing Coordinator

Cosmopolitan Motors
01.2009 - 01.2019

Associate of Science - Hospital Administration

DeVry University
09.2008 - 09.2010