Kristin Klinger
Painesville,OH
Summary
Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions.
Overview
13
13
years of professional experience
Work History
Commercial Loan Assistant
Park National Bank
10.2022 - Current
- Collaborates with Commercial Lending team to facilitate the request for preparation of loan documents from operations.
- Communicate and work with clients & customers to exceed their expectations.
- Gather and obtain required documentation for commercial loans.
- Performs administrative due diligence in the commercial loan origination process (including lien searches, name verifications, etc.)
- Collaborate with third parties (title company, Insurance agency, etc.) to ensure requirements of loan closing are met.
- Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks.
- Deliver a consistent, high level of service within our Serving More standards.
- Participate in monthly team meetings to foster commitment and team spirit.
- Encourage cooperation, pride & trust within team. Work with others to achieve goals.
Energy Program Manager
Stratus
04.2021 - 10.2022
- Manage lighting or electrical project work order from start to finish using all available systems, including but not limited to ERP, Trackers and 3rd Party Customer Required sites
- Issue purchase orders for all project related costs including but not limited to: material distributors, field partners, and vendors
- Obtain and log all work order related information including but not limited to surveys, drawings, customer approval, emails and other
- Manage project budget at or above required Gross Profit Margin guidelines and within proposed timeline
- Consistent reporting of project status to all pertinent parties including but not limited to - site location managers, vendors, management and customer corporate contacts
- Complete work order close out on a regular basis and submit invoices to the customer with all required documents
- Travel to client offices or project sites as needed
Field Partner Associate
Stratus
03.2020 - 04.2021
- Onboarded new vendors by obtaining all required documentation and creating new vendor accounts.
- Maintained vendor compliance through the processing of company agreements and certificates of insurance.
- Collaborated with internal and external business partners to locate and secure vendor options as required based on scope of work, budget, and client requirements.
- Managed and completed all internal customer service ticket requests within SLA expectations.
- Responded to payment inquiries from contracted vendors
- Participated in department & customer conference calls as required.
- Communicated any administrative issues and concerns to Managers.
Operations Specialist
United States Navy
07.2011 - 06.2015
- Operated radar and associated equipment
- Identified and maintained a display of the movement of ships, aircraft, missiles, and natural objects detected by observing a radar.
- Evaluated information collected by radar and appropriately disseminated it.
- Performed duties of marine coastal radar navigator using nautical charts.
- Assigned duties to operations specialists personnel and supervised their performance.
- Performed as supervisor of a watch section directing the task performance.
Education
Business Administration
Charleston Southern University
Charleston, SC2017
Liberal Arts And General Studies
Lakeland Community College
Willoughby, OH2010
Skills
- Risk management assessments
- Financial statement analysis
- Loan processing
- Loan application expertise
- Credit history assessment
- Commercial lending
- Teamwork and collaboration
- Strong verbal communication
- Data management
- Strong attention to detail
- Effective time manager
- Deadline driven
Timeline
Commercial Loan Assistant
Park National Bank
10.2022 - Current
Energy Program Manager
Stratus
04.2021 - 10.2022
Field Partner Associate
Stratus
03.2020 - 04.2021
Operations Specialist
United States Navy
07.2011 - 06.2015
Business Administration
Charleston Southern University
Liberal Arts And General Studies
Lakeland Community College
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