Kerrie Chambers
Santa Rosa,CA
Summary
Proven leader in financial and real estate sectors, excelling in relationship building and financial forecasting. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
Overview
25
25
years of professional experience
Work History
Financial Professional
New York Life Insurance Co
06.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
VP of Mortgage
Community First Credit Union
06.2018 - 01.2024
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Cultivated a high-performance culture within the organization by setting clear expectations for employees at all levels, providing regular feedback, and recognizing achievement.
- Championed change management initiatives within the organization to ensure smooth transitions during periods of growth or restructuring.
- Led a cross-functional team to develop and launch a new product line, contributing to significant growth in sales.
- Resolved issues and recommended actions based on production and compliance reports.
- Collaborated closely with various department heads on strategic planning initiatives to ensure alignment between corporate goals.
Branch Co-Owner
American Pacific Mortgage Corporation
10.2015 - 05.2018
- Managed day-to-day operations efficiently, ensuring smooth workflow and timely completion of tasks.
- Collaborated with co-owner on strategic planning initiatives for long-term business success.
- Improved customer satisfaction ratings by consistently delivering high-quality products and services.
- Oversaw financial management tasks, including budgeting, forecasting, and cash flow optimization.
- Mentored employees to improve work performance, promoting professional development and growth within the company.
- Developed a strong company culture, fostering teamwork and collaboration among staff members.
Manager
Priority Lending
08.2009 - 10.2015
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
Manager
Benchmark Lending Group
02.2000 - 08.2000
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Coordinated with IT department to upgrade technology infrastructure, enhancing operational efficiency and data security.
- Organized professional development programs for staff, leading to improved performance and skill sets.
Education
Bachelor of Arts - Majors: Economics, History Minor: Education
University of California, Davis
Davis, CA06.1997
Skills
Relationship building and management
Sales expertise
Retirement planning
Sales and Marketing
Financial Forecasting
Real Estate Investment
Community Leader supporting local non-profits
YMCA Board Member
Sonoma County Professional Women Board Member
Zane Templin Foundation Supporter/Fundraiser
Santa Rosa Rotary Club Member
Go Local Coop Member
Timeline
Financial Professional
New York Life Insurance Co
06.2024 - Current
VP of Mortgage
Community First Credit Union
06.2018 - 01.2024
Branch Co-Owner
American Pacific Mortgage Corporation
10.2015 - 05.2018
Manager
Priority Lending
08.2009 - 10.2015
Manager
Benchmark Lending Group
02.2000 - 08.2000
Bachelor of Arts - Majors: Economics, History Minor: Education
University of California, Davis
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