Summary
Overview
Work History
Education
Certification
Timeline
Generic

Kimberly Green

Fredericksburg,VA

Summary

Professional with strong background in personal finance, skilled in loan application processing, risk assessment, and customer relationship management. Known for effective team collaboration, adaptability to changing needs, and achieving measurable results. Expertise in financial analysis, client communication, and regulatory compliance. Reliable and results-driven, consistently delivering high standards of performance and client satisfaction.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Personal Loan Specialist

Mariner Finance
10.2014 - Current
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Coordinated closely with underwriters to ensure accurate documentation and expedited processing times for each application.
  • Ensured compliance with federal regulations and company policies throughout all stages of the loan process.
  • Collaborated with the sales team to develop targeted marketing strategies for personal loan products.

Assistant Manager

Mariner Finance
10.2014 - 07.2017
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
  • Improved customer satisfaction by addressing and resolving complaints promptly.

Loan Manager

Check Into Cash
01.2007 - 08.2014
  • Maintained a strong understanding of market trends and competitor offerings, allowing for the strategic positioning of products to attract new customers while retaining existing ones.
  • Developed strategies for effective risk assessment, minimizing default rates on loans issued.
  • Consistently met sales targets through proactive client outreach and relationship building efforts.
  • Reduced loan processing time by implementing efficient workflow management systems.

Education

Certification - CNA Certification

Craven Community
New Bern, NC
06-2003

High School Diploma -

Craven Community
New Bern, NC
05-1999

Certification

  • Certified in Commonwealth of Virginia Bureau of Insurance
  • Loan Review Certificate Program – Risk Management Association.
  • Certification of Limited Lines of Credit

Timeline

Personal Loan Specialist

Mariner Finance
10.2014 - Current

Assistant Manager

Mariner Finance
10.2014 - 07.2017

Loan Manager

Check Into Cash
01.2007 - 08.2014

Certification - CNA Certification

Craven Community

High School Diploma -

Craven Community

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Kimberly Green