Kirstie Gillespie
Oceanside,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
23
23
years of professional experience
Work History
Sr. Loan Boarding Specialist
Pacific Western Bank
11.2018 - Current
- Ensure the timely and accurate call back on all types of loans boarded to ensure each loan will pass audit
- Verify that all required information was properly entered on loan system as well as documents are all correct
- Meet deadlines and bring any discrepancies to the attention of the boarder and supervisor immediately
- Pull and sort daily reports for verification, as well as to complete reports daily
- Provide prompt support on audit related items as requested.
- Maintained strict confidentiality of bank records and client information.
Loan boarding specialist
Pacific Western Bank
01.2017 - Current
- This position is responsible for reviewing and performing all functions relating to loan boarding into bank's loan core system in accordance to terms and conditions of credit approval and legal documents.
- Reviewing of loan documents to ensure all details are correct
- Ensuring that all accompanying documents are with the boarding package and all details are correct
- After boarding process is complete, ready file or package to proceed through call back process
Customer Care Specialist
OMNI FINANCIAL
10.2015 - 09.2016
- Military Loan specialist
- Took ownership of customers issues to follow problems through to resolution.
- Verified accuracy of customer account information and updated when necessary.
- Responded to customer needs through competent customer service and prompt problem-solving.
- Responded to customer calls and emails to answer questions about products and services.
- Maintained and managed customer files and databases.
- Process of closing a loan with customers
- Collection of outstanding balances and establish repayment plans
Retail Associate/Cashier
MCCS Pacific Views Exchange
06.2014 - 02.2015
- Responsibilities include responding quickly and resourcefully to customer requests or concerns, using suggestive selling techniques to increase sales, giving information to customers about products, operating the till, up selling and making recommendations to customers, serving multiple customers in a short period of time, carrying out re-merchandising, display, price markdowns duties, accurately completing cash register transactions, receiving store deliveries, representing the store in a professional and positive manner, creating and maintaining long-term relationships with regular customers, assisting in all store administrative tasks, taking care of the customers' needs while following company procedures, executing marketing and visual merchandising initiatives, occasionally opening and closing the store, organizing the display of merchandise, assisting customers with choices by providing them with information about products, participating in physical inventory counts, and adhering to all store retail policies and procedures.
Receptionist/ Registered Dental Assistant
La Costa Dental Care
10.2011 - 12.2011
- Greet and receive patients, schedule and confirm patients' appointments, create and send bills, process patient and insurance payments, assist in back office if needed, front office experience gained
Registered Dental Assistant
Family Dental Care
07.2011 - 09.2011
- Prepare operatory for patients, take manual and digital x-rays, hand dental instruments, materials, and equipment to dentists, sterilize and disinfect instrument and equipment, fabricate temporary crowns, coronal polishing, record dental records and patient health records
Registered Dental Assistant
Plaza Family Dental
03.2004 - 02.2011
- Prepare operatory for patients, take manual and digital x-rays, hand dental instruments, materials, and equipment to dentists, sterilize and disinfect instrument and equipment, fabricate temporary crowns, coronal polishing, record dental records and patient health records
Cashier/Customer Service
Barr Lumber
04.2003 - 11.2003
- Responsibilities include receiving payment by cash, check, credit cards, vouchers, or automatic debits, issuing receipts, refunds, credits, or change due to customers, counting money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change, greeting customers entering establishments, maintaining clean and orderly checkout areas, establishing or identifying prices of goods, services or admission, and tabulating bills using calculators, cash registers, or optical price scanners
Customer Service/ Associate
Walmart
11.2000 - 06.2002
- Responsibilities include providing remarkable customer service, ability to work under pressure, promptly answering customer calls, ability to operate a cash register, following proper procedure for handling claims, being knowledgeable about all sections of the store and products within each department, ensuring that merchandise is properly labeled and priced, replenishing stock from the warehouse
Education
Associate of Science in Business Administration -
Colorado Technical University Online
Colorado Springs, CO01.2015
Bryman College
Ontario, CA12.2003
Skills
- Microsoft Office
- Business Communication
- Money Handling
- Quality Control
- Relationship Building
- Coaching and Mentoring
- Team Leadership
- Customer Service
- Reliable and Responsible
- Lending
- Data Entry
Additional Information
- QUALIFICATIONS
- Excellent people skills and customer care
- Superb communication skills, verbal and written
- Thrives on helping solve problems
- Attention to details
- Responsible, positive attitude and professional
Timeline
Sr. Loan Boarding Specialist
Pacific Western Bank
11.2018 - Current
Loan boarding specialist
Pacific Western Bank
01.2017 - Current
Customer Care Specialist
OMNI FINANCIAL
10.2015 - 09.2016
Retail Associate/Cashier
MCCS Pacific Views Exchange
06.2014 - 02.2015
Receptionist/ Registered Dental Assistant
La Costa Dental Care
10.2011 - 12.2011
Registered Dental Assistant
Family Dental Care
07.2011 - 09.2011
Registered Dental Assistant
Plaza Family Dental
03.2004 - 02.2011
Cashier/Customer Service
Barr Lumber
04.2003 - 11.2003
Customer Service/ Associate
Walmart
11.2000 - 06.2002
Associate of Science in Business Administration -
Colorado Technical University Online
Bryman College
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