Open To Work
Kelly Spivey
Financial Service Officer
Lewisburg ,TN
Summary
Experienced Financial Services Officer specializing in banking, financial planning, and portfolio management. Expert in risk assessment, customer service, and strategic financial advising. Focused on enhancing efficiency and profitability through process refinement and strong client relationships.
Overview
1
1
Certification
7
7
years of post-secondary education
11
11
years of professional experience
Work History
Financial Service Officer
Ascend Federal Credit Union
Lewisburg, TN
11.2023 - Current
- Managed loan applications, ensuring compliance with financial regulations.
- Processed member transactions accurately and efficiently.
- Educated members on available financial products and services.
- Assisted clients in developing tailored financial plans aligned with goals.
- Guided customers to make informed financial decisions for stability.
- Collaborated with team to enhance customer service strategies.
- Resolved customer issues promptly to maintain satisfaction.
- Maintained current knowledge of financial markets and regulatory changes.
Disclosure Desk Specialist
Prosperity Mortgage LLC
Fairfax, Virginia
07.2020 - 09.2023
- Reviewed loan disclosures to ensure compliance with regulatory standards and guidelines.
- Monitored regulatory updates to maintain company adherence to mortgage disclosure laws.
- Managed disclosure timelines, facilitating efficient transaction workflows.
- Utilized mortgage software to generate and distribute required disclosure documents.
- Conducted quality control checks to verify accuracy of issued disclosures.
- Collaborated with loan officers for accurate documentation and timely processing.
- Provided staff training on procedures for issuing disclosures.
Pre-Closing Title Officer
The Law Office of K. Brian Hay
Columbia, TN
06.2018 - 02.2020
- Verified and evaluated documentation for title accuracy ensuring legal compliance.
- Completed day-to-day duties accurately and efficiently.
Mortgage Processor
Family Advantage Credit Union
Columbia, Tennessee
05.2017 - 07.2018
- Reviewed mortgage applications for completeness and accuracy.
- Executed daily duties with precision and efficiency.
Assistant Special Education Teacher
Williamson County Board Of Education
Spring Hill, Tennessee
08.2015 - 05.2016
- Supported special education teachers in crafting individualized education plans
Education
Bachelor of Science - Criminal Justice
Middle Tennessee State University
Murfreesboro, TN 08.1993 - 05.1998
Associate of Applied Science - Gender Studies
Columbia State Community College
Columbia, TN 01.1994 - 05.1996
Columbia Academy
Columbia, TNSkills
- Loan underwriting
- Financial analysis
- Credit analysis
- Risk assessment
- Regulatory compliance
- Compliance management
- Banking operations
- Financial market trends
- Financial software proficiency
- Documentation review
- Client relations
- Relationship management
- Team collaboration
- Problem solving
- Detail orientation
- Staff training
- Effective communication
Certification
- CCUFC
Work Preference
Job Search Status
Open to workWork Type
Full TimePart TimeContract WorkGig WorkLocation Preference
RemoteSalary Range
$25/yr - $200000/yrTimeline
Financial Service Officer
Ascend Federal Credit Union
11.2023 - Current
Disclosure Desk Specialist
Prosperity Mortgage LLC
07.2020 - 09.2023
Pre-Closing Title Officer
The Law Office of K. Brian Hay
06.2018 - 02.2020
Mortgage Processor
Family Advantage Credit Union
05.2017 - 07.2018
Assistant Special Education Teacher
Williamson County Board Of Education
08.2015 - 05.2016
Associate of Applied Science - Gender Studies
Columbia State Community College
01.1994 - 05.1996
Bachelor of Science - Criminal Justice
Middle Tennessee State University
08.1993 - 05.1998
Columbia Academy