Kelly Troester
Spokane,WA
Summary
With a proven track record at Washington Trust Bank, I excel in fostering client relationships and coordinating real estate loans and their processes. Developed skills in fast-paced financial environment, focusing on client relations, documentation accuracy, and regulatory compliance. Demonstrates strong organizational and problem-solving abilities transferable to various roles. Seeking to transition into new field, leveraging these experiences for impactful contributions.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
23
23
years of professional experience
Work History
Construction Loan Coordinator
Washington Trust Bank
11.2020 - Current
- Review and order applicable Real Estate Loan documents
- Coordinates closing and funding with all parties
- Tracks loan draw with budgets, required documents and third-party inspectors for construction projects
- Maintains credit and draw files on commercial real estate customers
- Assists customers to aid in their banking needs
- Input data for reports
- Clear audit exceptions
Financial Concierge
Washington Trust Bank
12.2014 - 10.2020
- Assisted clients in navigating through various life events, offering tailored financial solutions for each stage.
- Enhanced client satisfaction by providing personalized financial guidance and recommendations.
- Conducted thorough market research, identifying investment opportunities for clients'' portfolios.
- Established strong relationships with banking partners to facilitate smooth transactions.
Real Estate Broker
Self-employeed
04.2002 - 12.2014
- Cultivated lasting relationships with past clients through consistent follow-up contact to support their ongoing real estate needs or concerns.
- Negotiated favorable contract terms for clients by effectively leveraging market knowledge and strong communication skills.
- Negotiated real estate contracts to navigate transactions between buyers and sellers.
- Facilitated successful negotiations between buyers and sellers to reach mutually beneficial agreements in a timely manner.
Skills
- Excellent customer service
- Document review & closings
- Loan processing & disbursements
- Construction Budgets
- Assists with clearing audit exceptions
- Knowledge of banking products & services
- Excellent communication
- Regular, reliable attendance
- Excellent verbal & written communication
Timeline
Construction Loan Coordinator
Washington Trust Bank
11.2020 - Current
Financial Concierge
Washington Trust Bank
12.2014 - 10.2020
Real Estate Broker
Self-employeed
04.2002 - 12.2014
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