Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
Generic

Kloe Lambert

Valley Spring,TX

Overview

7
7
years of professional experience

Work History

Relationship Manager I

Capital Farm Credit
09.2024 - Current
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Discussed financial options with clients and provided informed suggestions.
  • Worked with clients to find optimal solutions for financing.

Loan Officer Associate

Heritage Land Bank
09.2023 - 09.2024

Facilitated raw land and TRID financing for the greater Fort Worth area, specifically pertaining to the farm, ranch, and overall agricultural sector of Texas. Generated business by creating relationships with realtors and third-party real estate investors and related businesses.

Loan Administrator II

Capital Farm Credit
06.2021 - 09.2023

Helped facilitate production loans as well as property loans for the farm,  ranch, and overall agricultural sector of Texas

Loan Processing Assistant/Marketing Director

Guild Mortgage
01.2021 - 06.2021

Helped gain residential loan business as well as conducted the back end processing of the loan from production to closing. 

Hosted events, luncheons, continuing education classes, etc.

Marketing Director

Legacy Land & Title
04.2020 - 12.2020

Gained residential real estate business as well as rural land and ranch business for said title company. 

Hosted events, luncheons, continuing education classes, etc.

Leasing Agent/Marketing Director

Bosque Crossing Apartments
06.2019 - 04.2020

Gained business for the apartment complex through marketing efforts.

Aided college students in the application/credit process of leasing apartment homes.

Education

Bachelor's Degree - Communication Studies

Tarleton State University
Stephenville, Texas
12-2020

Skills

  • punctual
  • efficient
  • personable
  • customer service-oriented
  • relatable
  • accurate
  • communicative
  • understanding
  • respectful
  • coachable
  • handles confrontation well
  • able to function well under high stress

Accomplishments

Capital Farm Credit Q2 Rock Star Award presented by Jeff Norte - CEO August 2023

The Rock Star award reflects who Capital Farm Credit is as a work family and how CFC shows up to work each day to support our colleagues and our customers within the agriculture community.

Affiliations

Texas Alliance of Land Brokers

Highland Lakes Association of Realtors

Lampasas County Chamber of Commerce

Burnet County Chamber of Commerce

Lampasas Business Professionals

Timeline

Relationship Manager I

Capital Farm Credit
09.2024 - Current

Loan Officer Associate

Heritage Land Bank
09.2023 - 09.2024

Loan Administrator II

Capital Farm Credit
06.2021 - 09.2023

Loan Processing Assistant/Marketing Director

Guild Mortgage
01.2021 - 06.2021

Marketing Director

Legacy Land & Title
04.2020 - 12.2020

Leasing Agent/Marketing Director

Bosque Crossing Apartments
06.2019 - 04.2020

Bachelor's Degree - Communication Studies

Tarleton State University
Kloe Lambert