Khyleena Kerr
Norfolk,VA
Summary
Dedicated and results-oriented banking professional with over 6 years of proven expertise in the finance industry. Adept at cultivating and nurturing client relationships while exceeding sales targets. Consistently meets deadlines and leverages market trends to drive business growth. Seeking to gain more financial experience and excel in a new banking position by contributing to organizational success and fostering long term client satisfaction.
Overview
8
8
years of professional experience
Work History
Mortgage Bank Sales Consultant
Wells Fargo
07.2022 - 11.2023
- Guide clients through loan application process, providing clear explanations of requirements and options
- Managed and processed client applications for mortgage
- Analyzed borrowers financial information.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Participate in networking events and industry conferences to expand client base and increase loan volume
Associate Personal Banker
Wells Fargo
03.2019 - 07.2022
- Cultivate and maintain strong relationships with clients, providing personalized financial advice and guidance.
- Conducted thorough financial needs assessments and recommend tailored products to clients.
- Enhanced client retention with proactive follow-ups and maintained accurate and updated client records.
- Originated bank accounts and managed portfolios.
- Achieved and exceeded sales targets while ensuring customer satisfaction.
Teller
Wells Fargo
07.2017 - 03.2019
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
Waitress
Anchor Allies
06.2015 - 08.2017
- Enhanced customer satisfaction by providing attentive service and anticipating guest needs.
- Streamlined order processing for increased efficiency through clear communication with kitchen staff.
- Managed high volume of customers during peak hours, maintaining prompt and efficient service.
Education
High School Diploma -
Indian River High School
Chesapeake, VA06.2015
Skills
- In- dept knowledge of mortgage lending practices, regulations and loan products
- Excellent communication and interpersonal skills
- Ability to work in fast-paced environment while maintaining accuracy and attention to detail
- Strong understanding of financial statements and credit analysis
- Strong knowledge of banking products, financial services, and investment options
- Ability to analyze financial data and provide informed recommendations
- Proficiency in using banking software and technology
- Understanding of regulatory requirements and compliance standards
References
- Ricardo Silva (Home Lending Mortgage Manager)
Ricardo.silva@wellsfargo.com Ph: 202-578-6795
- Virginia Johnson (Branch Manager)
Ph: 757-404-1970
- Adrian Shears (Branch Manager)
Ph: 757-635-0418
Timeline
Mortgage Bank Sales Consultant
Wells Fargo
07.2022 - 11.2023
Associate Personal Banker
Wells Fargo
03.2019 - 07.2022
Teller
Wells Fargo
07.2017 - 03.2019
Waitress
Anchor Allies
06.2015 - 08.2017
High School Diploma -
Indian River High School