Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
References
Timeline
Generic

Kerryn Perkins

Beaumont,TX

Summary

Dynamic financial professional with extensive experience in banking operations and employee development. Expertise in financial consulting and cash management, consistently achieving high customer satisfaction and exceeding sales targets. Proven leadership in motivating teams through effective coaching and conflict resolution strategies.

Overview

22
22
years of professional experience

Work History

Personal Banker II

Frost Bank
Houston, TX
09.2023 - Current
  • Assisted customers with account openings and transactions at Frost Bank.
  • Provided tailored advice on financial products to enhance customer experience.
  • Managed inquiries and resolved issues promptly to maintain satisfaction.
  • Promoted bank services through effective communication and relationship-building techniques.
  • Educated clients on digital banking tools for efficient account management.
  • Identified potential fraud risks and reported suspicious activities to management.
  • Collaborated with loan officers to deliver optimal financial solutions for clients.
  • Maintained confidentiality of customer information while performing daily transactions.

Associate

OIC
Beaumont , TX
01.2022 - Current
  • Solicited prospective clients for financial consultations to expand client base.
  • Maintained current knowledge of industry regulations and compliance standards.
  • Facilitated client meetings to review portfolio performance and recommend necessary adjustments.
  • Conducted regular account reviews to evaluate performance against established goals.
  • Developed customized financial solutions tailored to individual client needs.
  • Advised clients on investment strategies, retirement planning, and wealth-building tactics.
  • Utilized CRM software to track interactions and gather client feedback effectively.
  • Participated in financial literacy workshops to educate clients on important topics.

Special Assets Servicing Specialist

CBOTX, N.A.
Beaumont, TX
02.2018 - 05.2023
  • Maintained bankruptcy files, ensuring compliance with regulations through effective loan management.
  • Provided attorneys with necessary information for reviewing Proof of Claims and Reaffirmation Agreements.
  • Generated regular and special reports on loan exceptions, non-accruals, litigation, and pre-foreclosure.
  • Updated status reports for Litigation Board and other risk-related categories as requested by management.
  • Managed purchase and maintenance of Force Placed Insurance, including documentation and spreadsheets.
  • Coordinated billing invoices for problem loans to ensure accurate financial tracking.
  • Gathered data for watch list credits while ordering appraisals and conducting title lien searches.
  • Collaborated with contractors to oversee inspections and maintenance of ORE properties.

Branch Manager

Texan Credit Corporation
Beaumont, TX
07.2014 - 01.2017
  • Opened Beaumont, TX office, resulting in increased loan volume and account retention.
  • Hired, trained, and developed staff to support operational expansion.
  • Processed loan applications, assessing creditworthiness for approval or denial.
  • Executed new loans and renewals through mail and phone, managing payment collections.
  • Oversaw collections using skip tracing, calls, field visits, and repossessions.
  • Directed branch operations, ensuring adherence to company policies and procedures.
  • Cultivated strong client relationships to enhance loyalty and satisfaction.
  • Analyzed financial reports to identify opportunities for operational efficiency improvements.

Retail Banker

Woodforest National Bank
Beaumont, TX
10.2012 - 07.2014
  • Processed consumer loan, credit line, and credit card applications efficiently.
  • Executed teller transactions for deposits, withdrawals, and loan payments.
  • Opened new consumer and non-consumer accounts while ensuring compliance with banking regulations.
  • Cross-sold bank services to clients, enhancing customer engagement and referrals.
  • Educated clients on available banking services and financial products effectively.
  • Managed cash drawer with accuracy during daily reconciliations and tracked sales goals.
  • Resolved customer complaints swiftly to maintain high satisfaction levels.
  • Collaborated with team members to enhance service delivery processes.

Branch Retail Executive

BBVA Compass Bank
Beaumont, TX
08.2003 - 03.2012
  • Promoted through various roles, including Teller, Financial Advisor, and Branch Retail Executive.
  • Managed daily branch operations, ensuring compliance with bank policies and regulations.
  • Supervised staff of 5-10 employees, providing coaching and training on customer service standards.
  • Conducted client credit and financial interviews to identify suitable banking services.
  • Developed strong investment pipeline with assigned officer while monitoring P&L reports.
  • Implemented marketing campaigns to promote banking products and enhance customer awareness.
  • Resolved customer complaints professionally, fostering loyalty and satisfaction among clients.
  • Analyzed sales trends and financial data to inform business strategies and operational improvements.

Education

Bachelor of Science - Business Administration And Management

University of Phoenix
Phoenix, AZ - Online
11-2024

Associate of Arts - Business

University of Phoenix
Phoenix, AZ
02-2024

General Lines Insurance License -

Kaplan University
Beaumont, TX
01.2011

Skills

  • Customer service and satisfaction
  • Risk assessment and compliance
  • Data reporting and analysis
  • Sales strategy and growth
  • Team collaboration
  • Business development
  • Loan application experience
  • Banking operations and policies
  • MS Excel proficiency
  • Portfolio assessment and management
  • Interpersonal communication skills
  • Verbal and written communication
  • Opportunity identification and resolution
  • Branch management and operations
  • Financial product sales expertise
  • Fraud prevention measures
  • Record keeping accuracy
  • Attention to detail in documentation
  • Software proficiency in banking tools

Affiliations

  • Sisters Uknighted Non-profit Co-founder
  • Life Share Blood Drive Coordinator
  • Blue Jeans for Babies
  • Parent and Peer Mentor of Young People's Progressive Union
  • Beaumont Thunder Little League Cheer Coach
  • Lady Black Socks Assistant Softball Coach
  • Beaumont ISD Parent Volunteer
  • Praise and Worship Leader
  • Junior Achievement Presenter for Southeast Texas Schools

Accomplishments

  • National Society of Collegiate Scholars (NSCS
  • National Society of Leadership of Leadership and Success (NSLS)

References

References available upon request.

Timeline

Personal Banker II

Frost Bank
09.2023 - Current

Associate

OIC
01.2022 - Current

Special Assets Servicing Specialist

CBOTX, N.A.
02.2018 - 05.2023

Branch Manager

Texan Credit Corporation
07.2014 - 01.2017

Retail Banker

Woodforest National Bank
10.2012 - 07.2014

Branch Retail Executive

BBVA Compass Bank
08.2003 - 03.2012

Bachelor of Science - Business Administration And Management

University of Phoenix

Associate of Arts - Business

University of Phoenix

General Lines Insurance License -

Kaplan University

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