KELLY WYATT
Banking/Financial Management
Maricopa,AZ
Summary
Demonstrated excellent public relations and customer service skills. Proven ability to follow policy and procedures as required. Ability to handle confidential and sensitive information. Proven to have strong communication skills both verbal and written. Able to effectively prioritize projects, with continual interruptions, in order to ensure deadlines are met. Ability to learn quickly and effectively as a team member or individually. Results-driven Assistant Branch Manager known for high productivity and efficiency in task completion. Possess specialized skills in customer service management, operational oversight, and team leadership. Excel in communication, problem-solving, and adaptability, ensuring successful branch operations and customer satisfaction. Commitment to continuous improvement drives consistent achievement of objectives.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager, Operations
Flagstar Bank, FSB
Scottsdale, Arizona
09.2025 - Current
- Complied with regulatory guidelines and requirements.
- Submitted loan applications to underwriter for verification and recommendation.
- Supported financial director with special projects and additional job duties.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Maintained friendly and professional customer interactions.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Complied with established internal controls and policies.
- Established and checked coding procedures, monitored reports and updated internal files.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
Assistant Branch Manager, Operations
Umpqua Bank Ponderay Idaho
Ponderay, Idaho
03.2024 - 09.2025
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Maintained friendly and professional customer interactions.
- Consulted customers to boost product sales and services.
- Established and checked coding procedures, monitored reports and updated internal files.
- Examined customer loan applications for loan approvals and denials.
- Complied with regulatory guidelines and requirements.
- Evaluated and negotiated contracts to procure favorable financial terms.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Licensed Realtor
ReMax Centennial
Bonners Ferry, ID
05.2022 - 03.2025
- Working with clients for buying, selling, or relocating.
- Cold calling to promote selling or buying.
- Regular realtor duties to achieve my clients' needs.
- Participated in multiple listing services to ensure maximum exposure of listed properties.
- Researched local zoning regulations and deed restrictions prior to listing a property.
- Coordinated with other real estate agents to facilitate successful transactions.
- Advised clients on market conditions, pricing and legal requirements for property transactions.
- Developed extensive professional network with real estate investors.
- Facilitated closing process on behalf of clients and reviewed parts of contracts to resolve issues prior to closing.
- Communicated with clients to determine property needs and budget constraints.
- Met with clients to research cases, collect data and prepare settlement packages.
- Promoted active listings through social media marketing, open houses and newsletters.
- Coordinated property tours and communicated with buyers to assist with inspections and appraisals.
- Facilitated deals between sellers, buyers and brokers for maximum profits.
Business Development Specialist
The Aspire Institute
Sandpoint, ID
04.2024 - 01.2025
- Identified and pursued new business opportunities, resulting in a 3-5% increase in sales revenue from their bottom line.
- Developed and maintained strong relationships with key clients, leading to repeat business and referrals.
- Conducted market research to identify potential target markets, and develop strategies for market penetration.
- Collaborated with cross-functional teams to create customized solutions that met client needs and exceeded expectations.
- Addressed customer questions and concerns regarding products and services.
Licensed Realtor
Professional Realty Services CDA
Bonners Ferry, ID
07.2021 - 04.2022
- Working with clients to buy sell or relocate
- Cold calling to promote selling or buying
- Regular realtor duties to achieve my clients needs
License Office Manager/Transaction Coordinator
Coldwell Banker
Bonners Ferry, ID
08.2018 - 07.2021
- Managed 2 offices and 10 agents
- Input all listings into websites, and advertise all listings for all agents.
- Open escrow for the selling of listings and assure that you meet deadlines.
- Sustained office efficiency by implementing and planning office systems, equipment procurement and layouts.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Reviewed and ensured compliance with all local, state, and federal regulations related to real estate transactions.
- Sales tracking for all agents and transactions.
- Handle administrative, clerical, and financial duties, commission payout, and yearly audits.
- Responsible for ensuring that each transaction runs smoothly through daily
- Also, the listing agent and the buyer's agent.
Senior Business Banking Specialist/Consumer Specialists
Wells Fargo Bank NA, BF, IDS
Bonners Ferry, ID
01.2003 - 01.2018
- Open new accounts for business customers and consumers.
- Business Development, Business Advocate, Business Specialist for business clients.
- Personal loans and lines, business loans and lines, and also second mortgages (home equity lines and loans).
- Wells at Work Advocate.
- Helped customers with daily banking transactions and applications, while building strong relationships through genuine conversations to achieve financial goals.
- Wells Fargo's work scheduling at the business location aims to present financial literacy to business owners and employees. Volunteers, including college students, high school students, and elementary students, are presenting budgeting workshops in classes.
Senior Personal Banker
Cal Fed Bank
Sonoma, CA
01.2001 - 01.2003
- Opened new accounts for business customers
- Build strong banking relationships to reach their financial goals
- Personal loans and lines of credit for business and consumer
- Cold calling to promote new accounts and banking relationships, home equity loans and lines
Education
Master of Real Estate Development - Real Estate
North Idaho Academy
Coeur d'Alene, ID12.2018
Skills
- Retail math
- Event Planning
- Market Analysis
- Sales
- Analysis skills
- Credit analysis
- Negotiation
- Fair Housing Regulations
- Recruiting
- Cold calling
- Sales Management
- CRM Software
- Business development
- Communication skills
- Clerical experience
- Personal Assistant experience
- Leadership
- Public Relations
- Budgeting
- Presentation skills
- Microsoft Outlook
- Pricing
- Marketing
- Management
- Salesforce
- Account Management
- Accounting
- Escrow
- Research
- Underwriting
- Operations Management
- Computer skills
- Computer literacy
- Purchasing
- Office management
- Banking
- Tax experience
- Accounts Receivable
- Customer service
- Market research
Certification
- Personal Lines License
- Driver's License
- Certified Notary Public
- FINRA License
- Real Estate License, 02/01/18 - Present
Awards
- Executive Award Winner, 01/01/23
- Top Sales and listings agent
Professional Summary
Demonstrated excellent public relations and customer service skills., Proven ability to follow policy and procedures as required., Ability to handle confidential and sensitive information., Proven to have strong communication skills both verbal and written., Able to effectively prioritize projects, with continual interruptions, in order to ensure deadlines are met., Ability to learn quickly and effectively as a team member or individually., Anywhere, US for any employer
Accomplishments
- Top sales in production going over and beyond sales goals
- Made top Executive Club award 2022 & 2023 with Remax
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Assistant Branch Manager, Operations
Flagstar Bank, FSB
09.2025 - Current
Business Development Specialist
The Aspire Institute
04.2024 - 01.2025
Assistant Branch Manager, Operations
Umpqua Bank Ponderay Idaho
03.2024 - 09.2025
Licensed Realtor
ReMax Centennial
05.2022 - 03.2025
Licensed Realtor
Professional Realty Services CDA
07.2021 - 04.2022
License Office Manager/Transaction Coordinator
Coldwell Banker
08.2018 - 07.2021
Senior Business Banking Specialist/Consumer Specialists
Wells Fargo Bank NA, BF, IDS
01.2003 - 01.2018
Senior Personal Banker
Cal Fed Bank
01.2001 - 01.2003
Master of Real Estate Development - Real Estate
North Idaho Academy