KIMBERLY HYPES
Columbus,OH
Summary
Well-qualified Financial Consultant with an entrepreneurial mindset and proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Consultant
PNC Bank
01.2023 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- I met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals, and wire transfers to process smooth client banking transactions.
- Networked to increase client base and encourage existing clients to expand financial portfolios as part of the Outside Sales Team.
Mobile Notary Signing Agent
Signed & Sealed Notary, LLC
03.2019 - Current
- Conduct closings of mortgage transactions giving a description of loan documents including refinances, purchase loans, seller packages, buyer packages, and HELOCS
- Witness signatures and notarizing of various documents including POAS, will and testaments, vehicle titles, I-9s, healthcare directives, passport applications, affidavits, and jurats
- Managed express delivery of signed critical documents
- Signing Notary Services with 100% correctness
- Organize appointments when needed, flexible and adaptable to customers' needs
- Managed and coordinated marketing for general notary services
- Knowledge of notary laws and rules for the state of Ohio
- Certify identity using acceptable forms of identification
- Excellent written, phone, and in-person communication skills
- Maintained comprehensive understanding of digital fraud and electronic signature verification, keeping sensitive documents secure and verifying authenticity.
- Supported timely and accurate administrative task completion.
MORTGAGE LOAN ORIGINATOR
NEXA Mortgage
09.2022 - 01.2023
- Developed new and expanded internal and external referral sources to grow mortgage business.
- Negotiated terms and conditions of loan with mortgagor.
- Explained to borrowers different types of loans and credit options available and terms of services.
- Obtained and analyzed financial and credit data to determine acceptable risk.
- Met with borrowers to educate on loan process and obtain information for loan applications.
- Worked with clients to identify financial goals and to find ways of reaching those goals.
- Conferred with underwriters to resolve mortgage application problems.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Worked with underwriters to fix application problems and resolve issues.
RECRUITING SPECIALIST
A Plus Staffing Solutions
04.2019 - 03.2021
- Proven ability to self manage multiple positions by sourcing, screening, qualifying and coordinating interviews and closing candidates
- Hired employees and initiated new hire paperwork process.
- Managing all phases of full-cycle recruiting, from initial sourcing and screening to placement and on-boarding
- Vast knowledge of various ATS systems such as Bullhorn and Temps Plus
- Creatively sourcing high-caliber candidates by leveraging recruiting software, social media, cold calling and employee referrals
- Maintained work structure by updating job requirements and job descriptions for all positions
- Completed human resource operational requirements by scheduling and assigning employees
- Improved organizational filing systems for confidential employee records, resulting in improved accessibility and efficiency
- Completed I-9 verification and Background screening
- Engaged with Community Partners through weekly newsletters and phone calls to keep them up to date with the open positions
- Acted as a liaison between A Plus Staffing Solutions and the customer
- Responsible for growing relationships and creating new opportunities with assigned accounts.
Real Estate Agent
Carleton Realty LLC
08.2018 - 09.2020
- Presented purchase offers to sellers for consideration
- Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other
- Compare properties with similar properties that have recently sold to determine their competitive market price
- Advise clients on market conditions, prices, mortgages, legal requirements, and related matters
- Promote sales of properties through advertisements, open houses, and participation in multiple listing services
- Accompany buyers during visits to and inspections of properties, advising them on suitability and value of homes visited
- Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of purchase agreements are met before closing dates
- Generate lists of properties that are compatible with buyers' needs and financial resources
- Coordinate appointments to show homes to prospective buyers.
Education
Relevant Coursework 24 Hour Pre- Licensing -
LOAN ORIGINATION
Mortgage Educators 03.2022
DIPLOMA - undefined
Hondros College of Real Estate
undefined
Hughes High School
Skills
- Networking and Business Development
- Interpersonal Skills
- Microsoft Office
- Leadership
- Management Skills
- Complex Problem-Solving
- Public Relations Strategy
- Entrepreneurial Mindset
- Team Player
- Self-motivated
Certification
Notary Commission NMLS Loan Originator License
Timeline
Financial Consultant
PNC Bank
01.2023 - Current
MORTGAGE LOAN ORIGINATOR
NEXA Mortgage
09.2022 - 01.2023
RECRUITING SPECIALIST
A Plus Staffing Solutions
04.2019 - 03.2021
Mobile Notary Signing Agent
Signed & Sealed Notary, LLC
03.2019 - Current
Real Estate Agent
Carleton Realty LLC
08.2018 - 09.2020
Relevant Coursework 24 Hour Pre- Licensing -
LOAN ORIGINATION
DIPLOMA - undefined
Hondros College of Real Estate
undefined
Hughes High School
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