Kristi Bell
Seminole,AL
Summary
Highly-motivated employee with a desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
17
17
years of professional experience
Work History
Community Development Lender/MLO
Cadence Bank
Pensacola, FL
10.2015 - Current
- Conducted interviews with applicants and collected documentation to verify income, assets, liabilities, credit history and other financial information.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
- Delivered high levels of customer service to facilitate smooth processes.
- Responsible for participating in the areas Community Reinvestment Act lending activities and outreach in low to moderate census tracts
- Adhered to federal and state compliance guidelines relative to retail mortgage lending.
- Developed relationships with referral sources such as real estate agents and brokers in order to generate new business leads.
- Tracked and managed new leads and followed up on referral business.
Financial Center Manager
BBVA Compass
Crestview, FL
01.2010 - 10.2015
- Managed the daily operations of a financial center, including staffing, customer service, sales and marketing activities.
- Coached and developed branch teammates' sales, service and operations skills.
- Conducted performance reviews for branch personnel in order to assess individual contributions and provide feedback on areas requiring further development.
- Assisted customers with their banking needs, including opening accounts, processing consumer loan request and resolving issues.
- Implemented sales and promotional programs with creativity and energy such that goals are achieved quality standards are met or exceeded.
- Engaged in business development activities such as cold calling prospective clients and attending networking events, in order to increase customer base.
- Worked closely with other bank teammates and leadership in the market to engage with the local community to promote and grow the banks' presence.
Financial Center Manager
Synovus Bank
Crestview, FL
07.2007 - 01.2010
Skills
- Mortgage lending
- Financial Counseling
- Relationship building and management
- Business Development
Timeline
Community Development Lender/MLO
Cadence Bank
10.2015 - Current
Financial Center Manager
BBVA Compass
01.2010 - 10.2015
Financial Center Manager
Synovus Bank
07.2007 - 01.2010
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