Kelly Wyatt

Work History

Assistant Branch Manager

Flagstar Bank, FSB

Scottsdale, AZ

09.2025 - Current

Assisted in daily branch operations and customer service activities.
Supported branch manager in staff training and development initiatives.
Handled customer inquiries and resolved issues efficiently and effectively.
Implemented branch policies and procedures to ensure compliance standards.
Collaborated with team members to enhance customer satisfaction levels.
Processed loan applications and conducted preliminary credit assessments.
Monitored branch performance metrics to identify improvement areas.
Resolved customer issues effectively in order to maintain strong customer relationships.
Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
Supervised branch team, providing management with performance assessment suggestions.
Ensured compliance with internal policies and procedures as well as external regulations.
Provided training to new employees on company policies and procedures.
Performed financial transactions such as deposits, withdrawals, transfers, loan payments.
Managed daily cash flow activities including counting cash drawers at opening and closing times.
Trained and mentored highly effective teams to meet corporate service standards.
Provided bank leadership in absence of branch manager.

Assistant Branch Manager, Operations

Umpqua Bank Ponderay Idaho

Ponderay, Idaho

03.2024 - 09.2025

Supervised daily branch operations to ensure efficient service delivery.
Assisted in training new staff on customer service protocols and bank policies.
Managed cash handling processes, ensuring accuracy and compliance with regulations.
Facilitated communication between management and staff to enhance teamwork and collaboration.
Coordinated branch activities, including scheduling, meetings, and events for staff engagement.

Business Development Manager

The Aspire Institute

Sandpoint, Idaho

11.2024 - 04.2025

Developed strategic partnerships with key stakeholders to enhance service offerings.
Conducted market research to identify new business opportunities and trends.
Coordinated client meetings to foster relationships and understand needs.

Licensed Professional Realtor

Remax Realty

Bonners Ferry, Idaho

04.2023 - 03.2025

Guided clients through buying and selling residential properties.
Conducted market analysis to determine property values and trends.
Developed marketing strategies to promote listings effectively.
Negotiated contracts between buyers and sellers to achieve favorable terms.
Provided expert advice on financing options and market conditions.
Maintained strong relationships with clients for repeat business opportunities.
Collaborated with other real estate professionals to close transactions smoothly.
Facilitated closing process on behalf of clients and reviewed parts of contracts to resolve issues prior to closing.
Accompanied buyers during property inspections.
Responded promptly to customer inquiries via phone calls or emails.
Conferred with escrow companies, lenders and home inspectors to expedite transactions and home buying process.
Maintained updated records of all transactions, including purchase agreements, sales contracts, deeds, titles.
Negotiated contracts between buyers and sellers of residential real estate.
Promoted listings through various online platforms such as social media networks.
Communicated regularly with clients throughout the entire transaction process until closing was completed.
Consulted with clients to assess their needs and preferences in order to locate suitable properties.

Licensed Office manager transaction coordinator

Coldwell Banker Realty Bonners Ferry ID

Bonners Ferry, Idaho

06.2018 - 04.2022

Managed daily office operations and maintained an organized work environment.
Coordinated schedules and appointments for real estate agents and clients.
Prepared various financial statements using spreadsheet software applications such as Excel.
Trained new staff on office procedures and company protocols effectively.
Utilized industry software to manage listings, transactions, and client interactions efficiently.
Provided administrative support to executive staff members.
Analyzed customer feedback surveys to identify areas of improvement within the department.
Hired talented, trainable team members, and drove new business strategies to grow revenues.
Processed payroll information accurately and timely.
Networked within business community, attending events to position company and drive new business.
Developed training materials for staff members on office processes or procedures.
Conducted orientations for new employees, explaining job expectations and benefits packages.
Assisted in recruiting efforts by conducting interviews with potential candidates.
Created and maintained filing systems to ensure efficient retrieval of documents.
Compiled reports on employee performance metrics.
Maintained office supplies inventory by checking stock levels and ordering new materials as needed.
Reviewed invoices for accuracy prior to processing payment requests.
Managed office inventory and placed new supply orders.
Monitored payments due from clients and promptly contacted clients with past due payments.
Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
Administered payroll and maintained proper documentation of employee personnel.
Reviewed files and records to obtain information and respond to requests.
Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
Used judgment and initiative in handling confidential matters and requests.
Handled scheduling and managed timely and effective allocation of resources and calendars.
Managed office budget to handle inventory, postage and vendor services.
Managed, scheduled and coordinated office functions and activities for employees.
Elevated customer satisfaction ratings by promptly resolving client and case issues.
Automated office operations for managing client correspondence, payment schedules and data communications.
Trained and mentored administrative staff members in company policies, daily task execution, and industry best practices.
Delegated work to staff, setting priorities and goals.
Resolved customer complaints or answered customers' questions.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Coordinated with other supervisors, combining group efforts to achieve goals.
Guided employees in handling difficult or complex problems.
Trained employees on best practices and protocols while managing teams to maintain optimal productivity.
Discussed job performance problems with employees, identifying causes and issues to find solutions.
Consulted with managers to resolve problems relating to employee performance, office equipment and work schedules.
Issued work schedules, duty assignments and deadlines for office or administrative staff.
Reviewed employees' work to check adherence to quality standards and proper procedures.
Reviewed reports on employee attendance, productivity and effectiveness to evaluate performance.
Developed work schedules according to budgets and workloads, covering priority tasks.
Interpreted and explained work procedures and policies to brief staff.
Participated in subordinates' tasks to facilitate productivity or help overcome difficulties.
Recruited, interviewed and selected employees to fill vacant roles.
Recommended solutions related to staffing issues and proposed procedural changes to managers.
Tracked progress of projects utilizing project management software applications.
Researched and prepared reports required by management or governmental agencies.
Analyzed financial activities of department to share budgetary input with managers.
Developed procedures for record keeping and data entry.
Monitored incoming calls from customers or vendors regarding billing inquiries or product orders.
Managed vendor relationships by negotiating contracts, handling invoice discrepancies.
Implemented departmental policies and standards in conjunction with management to streamline internal processes.
Computed balances, totals or commissions to support accounting team.
Managed documentation for real estate transactions efficiently.
Assisted agents in preparing contracts and agreements accurately.
Maintained compliance with local real estate regulations and policies.
Communicated updates to clients regarding transaction statuses promptly.
Scheduled inspections, appraisals, and closings with relevant parties.
Handled document preparation tasks such as recording deeds, mortgages, releases of liens.
Organized and tracked all transactions from contract to close of escrow.
Processed real estate transactions from start to finish, smoothly communicated between clients, sales staff and title companies and drove on-time, smooth, and stress-free closings.
Updated transaction status in internal databases on a daily basis.
Submitted paperwork electronically through online portals when necessary for faster processing times.
Communicated effectively with buyers and sellers, lenders, attorneys, title companies and other parties involved in the transaction process.
Resolved post-closing issues promptly after closing date.
Collaborated with agents to identify potential problems early on in the transaction process so they can be addressed quickly.
Maintained accurate records of all activities within the transaction process in an organized manner.
Processed earnest money deposits in accordance with applicable laws and regulations.
Monitored market conditions on a daily basis to provide up-to-date information regarding local trends.
Ensured compliance with all state regulations related to real estate transactions.
Oversaw and managed real estate agency digital tools and recommended new features for technology platform to improve closing process based on transaction coordination experiences.
Prepared detailed transaction reports for real estate agents and brokerage management.
Maintained communication between real estate agents, clients, escrow companies, and mortgage brokers during the course of the transaction.
Monitored transaction timelines and deadlines, ensuring all necessary paperwork is completed on time.
Managed all aspects of buyer and seller transactions from executed purchase agreement to closing.
Reviewed contracts for accuracy prior to submission.
Reviewed and ensured all transaction documents are complete, signed, and filed.
Reviewed and ensured compliance with all local, state, and federal regulations related to real estate transactions.
Maintained accurate records of transactions and client information securely.
Assisted in preparing marketing materials for property listings and events.
Implemented office policies to enhance workflow efficiency and teamwork.
Ensured compliance with company policies and procedures in the workplace.

Senior Business and Consumer Specialists

Wells Fargo & Company

Bonners Ferry, Idaho

09.2003 - 03.2018

Assisted clients with business banking needs and account management.
Evaluated loan applications and recommended appropriate financial solutions.
Facilitated communication between clients and internal departments for service delivery.
Developed and maintained strong relationships with business clients to enhance satisfaction.
Guided clients through banking products, services, and digital tools effectively.
Conducted market research to identify potential business banking opportunities.
Provided training and support for junior staff on banking policies and procedures.
Participated in team meetings providing input into product development initiatives or process improvements.
Collaborated with internal departments such as marketing, sales, IT, legal and compliance, in order to ensure successful execution of projects.
Negotiated terms of new loans or renegotiated existing loan agreements with customers.
Performed annual reviews of existing customer portfolios, identifying any areas of non-compliance or risk management concerns.
Conducted on-site visits with customers to understand their needs and provide solutions.
Prioritized and organized tasks to efficiently accomplish service goals.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Worked with cross-functional teams to achieve goals.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Educated customers on financial products and offerings.
Maintained up-to-date knowledge of company policies and procedures.
Documented customer interactions accurately in the database system.
Managed multiple projects simultaneously while meeting strict deadlines.
Maintained accurate records of customer interactions and transactions.
Handled escalated calls from dissatisfied customers with professionalism and empathy.
Organized promotional events to increase awareness of products or services among consumers.
Business and Consumer lending lines,loans all aspects of lending.
Collaborated with team members to resolve complex customer concerns.
Provided feedback to improve customer service processes and workflows.
Maximized outreach by implementing marketing strategies to grow customer base.
Drafted responses to consumer complaints according to company policies and procedures.
Analyzed customer feedback to identify areas of improvement within the company.
Conducted surveys to assess customer satisfaction levels with products or services.
Monitored competitor activities in order to provide competitive pricing strategies.
Updated website content to reflect current promotions or changes in product offerings.
Reviewed purchase histories for customers who requested refunds or exchanges.
Resolved customer issues through effective problem-solving techniques.
Compiled weekly reports on customer service performance metrics.
Developed marketing campaigns targeting potential consumers based on research findings.
Tracked communications strategies, advertising campaigns and marketing approaches to measure successes and failures.
Summarized raw data and analyses and made recommendations based on findings.
Created proposals for service and product strategies based on marketing data.
Collected and reported on customer demographics, preferences, and buying habits to help marketing teams target strategies.
Assisted teams with aligning marketing strategies and objectives based on data-driven insights.
Identified potential markets and market segments with desired customers and gaps for optimum product demand.
Developed and used specific methodologies for collecting and analyzing marketing data.
Leveraged marketing data to forecast marketing campaign success and sales trends.
Created graphical illustrations to share market research insights.
Evaluated digital presence by product, service or brand to help define digital strategies.
Wrote comprehensive reports outlining findings and translating concepts for technical and non-technical audiences.
Sourced marketing data from existing sources, keeping costs down and diversifying streams for maximum usefulness.
Compiled targeted or exhaustive marketing data based on needs of specific research projects.
Investigated consumer opinions in collaboration with marketing teams, pollsters and statisticians.
Devised processes for using research data to identify and capitalize on advertising opportunities.
Built research instruments and drafted questions for digital, traditional and in-person surveyes.
Trained interviewers in proper techniques to collect relevant and reliable data.
Analyzed sales data to understand product performance and identify areas for improvement.

Summary

Overview

Work History

Assistant Branch Manager

Assistant Branch Manager, Operations

Business Development Manager

Licensed Professional Realtor

Licensed Office manager transaction coordinator

Senior Business and Consumer Specialists

Education

License - Real Estate

Skills

Timeline

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