Summary
Overview
Work History
Skills
Work Availability
Quote
Timeline
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Kelly Moser

Lafayette,TN

Summary

Results-oriented Loan Processor highly effective at coordinating documents and processes between departments, and individuals. Expert negotiator, problem solver and organizer. Over 4 years of experience in loan processing.

Overview

21
21
years of professional experience

Work History

Remote Funding Specialist/Financial Services Representative

UNIFY Financial Credit Union
Mesa, AZ
11.2016 - 02.2021
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Handled any conditions sent from underwriting departments.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Looked over and approved various types of loans.
  • Maintained long-term relationships with customers to provide best-in-class customer service.
  • Processed loans within various departments to achieve timely, accurate and fair proceedings.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Responded to customer requests for products, services and company information.

Assistant Store Manager

Walgreens
Sahuarita, AZ
10.1999 - 10.2016
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
  • Assessed supplier quality to maintain tight cost controls and maximize business operational performance.
  • Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
  • Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.
  • Approved regular payroll submissions for employees.
  • Provided weekly work schedules to employees to accommodate business demands and vacation requests.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
  • Promoted professional growth and facilitated talent development of each associate to drive performance excellence.

Skills

  • Risk management
  • Account maintenance
  • Customer relationship building
  • Financial services
  • Loan applications
  • Credit score understanding
  • Compliance adherence
  • Financial analysis
  • Teller transactions
  • Account documentation
  • Account services
  • Financial Services and Products
  • Remote troubleshooting

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Every problem is a gift—without problems we would not grow.
Tony Robbins

Timeline

Remote Funding Specialist/Financial Services Representative

UNIFY Financial Credit Union
11.2016 - 02.2021

Assistant Store Manager

Walgreens
10.1999 - 10.2016
Kelly Moser