Summary
Overview
Work History
Education
Skills
Timeline
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Kerrie Haney

Kerrie Haney

Mead,WA

Summary

I have worked at the school my kids attended for the past 6 years as School Secretary and Administrative Assistant. I took a break from the lending world to raise my little kids between 2013 to 2019. They are not so little any more, both now in high school. I have thoroughly enjoyed my time at the little private school, Spokane Christian Academy. It is now time for me to go back to work doing what I love and thrive at.

I am detail oriented, goal driven, and I love people.

I have a proven track record at Wells Fargo & Company, excelling in loan origination and client account management. Detail-oriented and organized, I enhanced loan approval rates through tailored recommendations and exceptional customer service, fostering long-lasting relationships and increasing referrals. Committed to compliance and operational excellence in fast-paced environments. I have experience training new loan officers and interns.

Overview

25
25
years of professional experience

Work History

School Secretary

Spokane Christian Center
02.2019 - Current
  • Processed student registrations and withdrawals.
  • Weekly accounting of tuition and fundraising funds.
  • Greeted visitors and parents to facilitate office operations.
  • Maintained an up-to-date database of student records, safeguarding confidential information while providing easy access when needed.
  • Managed school calendar and scheduling, ensuring timely communication with parents, teachers, and administrators.
  • Managed inventory of school supplies and equipment, ensuring adequate resources were available for classroom instruction and activities.
  • Documented attendance, grades and test scores to update permanent records.
  • Provided support during standardized testing periods by coordinating proctor schedules and managing exam materials securely.
  • Enhanced the overall quality of the school experience for students, parents, and faculty by consistently providing exceptional administrative support.
  • Coordinated meetings between parents, teachers, and administration to address student needs and improve overall performance.
  • Enhanced office organization by implementing efficient filing systems and streamlining daily operations.
  • Organized special events such as fundraisers, parent-teacher conferences, and graduation ceremonies to foster a sense of community within the school setting.
  • Promoted a safe learning environment by collaborating with administrators on emergency preparedness plans and drills.
  • Exercised judgment within school policy guidelines to alleviate principal's workload.
  • Supported budget management processes by tracking expenses, identifying cost-saving measures, and assisting with annual reporting requirements.
  • Increased parent satisfaction with school communication by regularly updating school's website and newsletter.
  • Supported positive educational atmosphere by resolving student and parent concerns with empathy and professionalism.
  • Contributed to school's professional image by drafting and editing official school correspondence.
  • Facilitated smooth enrollment process for new students, ensuring all necessary paperwork was completed and processed.
  • Streamlined report card distribution process, ensuring timely and accurate delivery to parents and guardians.

Mortgage Loan Consultant

Wells Fargo & Company
09.2009 - 06.2013
  • Coordinated seamless handoffs between departments during each phase of the mortgage application process, ensuring clear communication and efficient progression.
  • Analyzed client credit histories to identify areas for improvement, providing tailored recommendations that increased the likelihood of mortgage approval success.
  • Maintained thorough knowledge of industry regulations, ensuring strict compliance during every stage of the mortgage application process.
  • Conducted comprehensive market research to identify new business opportunities, resulting in increased sales leads and revenue growth.
  • Enhanced loan approval rates by diligently pre-qualifying mortgage applicants and accurately assessing their financial capabilities.
  • Mentored junior consultants on proper documentation procedures for faster loan processing times and higher customer satisfaction ratings.
  • Streamlined the mortgage application process for clients by providing clear guidance on required documentation and submission procedures.
  • Assisted clients in selecting suitable mortgage products by thoroughly explaining various loan program features, terms, and conditions.
  • Provided exceptional customer service throughout the entire loan process, leading to increased referrals from satisfied clients.
  • Tracked market trends closely to provide up-to-date advice on potential shifts in interest rates or lending guidelines to both colleagues and clients alike.
  • Delivered personalized financial advice to clients based on their unique needs and goals, fostering long-lasting relationships built on trust and expertise.
  • Collaborated with underwriters and processors to expedite loan approvals, ensuring timely completion of all necessary steps.
  • Reduced processing time for mortgage applications by implementing efficient document organization strategies and proactively addressing potential issues.

Mortgage Specialist

JPMorgan Chase
03.2006 - 09.2009
  • Collaborated with real estate agents to establish referral networks, fostering mutually beneficial partnerships.
  • Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
  • Assisted clients in navigating complex mortgage documentation, ensuring a smooth application experience from start to finish.
  • Evaluated pay stubs, credit history, tax information and bank statements for financial status.
  • Successfully closed loans by conducting thorough risk assessments and ensuring compliance with applicable regulations.

Assistant Branch Manager

Washington Mutual Bank
03.2003 - 03.2006
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
  • Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
  • Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
  • Supervised team of 8 branch employees and made recommendations regarding performance evaluations.
  • Supervised team of [Number] branch employees and made recommendations regarding performance evaluations.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
  • Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.

Flight Attendant

Delta Airlines
09.2000 - 12.2001
  • Demonstrated flexibility and adaptability amidst schedule changes, delays, or challenging situations while maintaining a positive attitude.
  • Maintained a safe cabin environment by conducting pre-flight safety checks and adhering to FAA regulations.
  • Handled medical emergencies calmly and competently following established protocols while liaising with the cockpit crew as needed.
  • Enhanced passenger satisfaction by providing exceptional in-flight service and addressing individual needs.
  • Promoted brand reputation by exhibiting professionalism, friendliness, and attentiveness in every interaction with customers.

Education

Associate of Science - General Studies

North Idaho College
Coeur D'alene, ID
05-2000

Associate of Arts - General Studies

North Idaho College
Coeur D'alene, ID
05-2000

General Studies

Post Falls High School
Post Falls, ID
06-1997

Skills

  • Detail oriented
  • Strong customer service
  • Knowledge of lending practices and regulations
  • Document analyzation and preparation
  • Strong organization
  • Customer service
  • Loan origination
  • Client account management

Timeline

School Secretary

Spokane Christian Center
02.2019 - Current

Mortgage Loan Consultant

Wells Fargo & Company
09.2009 - 06.2013

Mortgage Specialist

JPMorgan Chase
03.2006 - 09.2009

Assistant Branch Manager

Washington Mutual Bank
03.2003 - 03.2006

Flight Attendant

Delta Airlines
09.2000 - 12.2001

Associate of Science - General Studies

North Idaho College

Associate of Arts - General Studies

North Idaho College

General Studies

Post Falls High School

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