Summary
Overview
Work History
Education
Skills
Accomplishments
Additionalinformation
Administrativeduties
Timeline
Generic

KELSIE FROEHLER

Fort Huachuca

Summary

Seasoned financial and insurance leader with extensive expertise at USAA, BBVA, and Navy Federal Credit Union. Adept in regulatory compliance, customer service excellence, and strategic problem resolution, leveraging advanced Microsoft Office skills and SHRM certification to drive team performance and operational efficiency. Passionate about mentoring and fostering innovative solutions to enhance client satisfaction and business outcomes.

Overview

9
9
years of professional experience

Work History

Test Proctor

Monitor Edu
05.2024 - Current
  • Ensured test takers followed all instructions and procedures during exams.
  • Facilitated the distribution of testing materials to students in a timely manner.
  • Monitored student behavior throughout the duration of tests.
  • Managed a secure testing environment by checking identification cards and verifying student information.
  • Maintained accurate records of test scores, attendance logs, and other pertinent data.
  • Collected and organized completed exam papers for grading purposes.
  • Instructed students on proper methods for filling out answer sheets accurately and completely.
  • Conducted pre-exam briefings for test takers about expectations for their behavior during the exam period.

Insurance Professional Senior

USAA
Phoenix
01.2021 - 04.2024
  • Served as team leader and manager for an insurance team of up to sixteen people
  • Serviced and underwrote insurance policies to include: homeowners, renters, auto, valuable personal property, and umbrella
  • Audited calls for technical and compliance and provided feedback on call quality to employees via regular coaching.

Sr. Banker

BBVA
Sierra Vista
06.2020 - 01.2021
  • Managed complex banking transactions, ensuring strict adherence to Regulation DD and Reg CC
  • Developed and implemented compliance monitoring programs, enhancing branch audit processes.

MSR 1

Navy Federal Credit Union
Fort Hood, TX
08.2018 - 05.2020
  • Ran teller transactions, submitted applications for credit cards, home loans, and vehicle loans on behalf of members
  • Opened new checking, savings, and line of credit accounts for members abiding by banking rules and regulations.

Head Teller

Andrews Federal Credit Union
Wiesbaden
01.2016 - 09.2017
  • Managed multiple currencies and analyzed forecasting to ensure funds on hand were adequate for business needs
  • Ensured tellers were compliant to federal and company rules and regulations.

Education

Bachelor of Arts (B.A.) - Business Administration

University of Arizona Global Campus

Skills

  • Microsoft Office
  • Cash Handling
  • Hiring Practices
  • Customer Service
  • Regulatory Compliance
  • Mentoring
  • Decision Making
  • Multitasking
  • Quality Assurance
  • Analytical Thinking
  • Problem Resolution
  • Clerical Support
  • Time Management
  • Verbal Communication
  • Data Management
  • Policy Adherence

Accomplishments

  • Diamond Award Winner 2022
  • Made for Excellence Award September 2022
  • Making a Difference Award May 2021

Additionalinformation

Diamond Award Winner 2022, Made for Excellence Award September 2022, Making a Difference Award May 2021, Trained new tellers on branch operations, cash management, and regulatory compliance, Oversaw multi-currency operations, ensuring adequate funds for business needs through precise forecasting and analysis., Fostered a culture of compliance, guiding tellers to adhere to federal regulations and company policies., Developed comprehensive training programs for new tellers, enhancing their proficiency in branch operations and regulatory compliance., Streamlined cash management processes, significantly reducing errors and improving operational efficiency., Monitored banking associate calls for regulatory compliance, delivering comprehensive reports on error patterns to management for strategic improvements., Contributed to policy development, ensuring alignment with federal and company regulations while fostering a culture of compliance among team members., Developed detailed compliance error reports, enabling management to implement targeted training programs and enhance overall service quality., Proposed and implemented new quality assurance metrics, leading to more effective performance evaluations and improved customer satisfaction.

Administrativeduties

  • Performed administrative duties to include interviewing and selecting new hires, onboarding new hires, performing checkins and coaching with employees through regular meetings, relaying and detailing performance results to upper management, and running daily operations for insurance teams
  • Participated in a rotation with human resources that entailed providing detailed reports about potential employment prospects to ensure ideal candidates for roles were selected for interview, screening potential hires via phone, and participating in the talent selection process for internal hires
  • Led weekly team meetings to ensure team was disseminated up to date information on compliance and other operational information

Timeline

Test Proctor

Monitor Edu
05.2024 - Current

Insurance Professional Senior

USAA
01.2021 - 04.2024

Sr. Banker

BBVA
06.2020 - 01.2021

MSR 1

Navy Federal Credit Union
08.2018 - 05.2020

Head Teller

Andrews Federal Credit Union
01.2016 - 09.2017

Bachelor of Arts (B.A.) - Business Administration

University of Arizona Global Campus
KELSIE FROEHLER