KRISTIN SMITHEY
Portland
Summary
Accomplished professional in banking and finance with extensive experience in loan origination. Highly skilled in relationship building, loan origination, underwriting, customer service, and portfolio management. Demonstrates the ability to cultivate lasting customer relationships, ensuring satisfaction and trust throughout the lending process. Customer-focused with a strong background in managing office operations and enhancing administrative efficiency. Excels in team collaboration and problem-solving in fast-paced environments.
Overview
15
15
years of professional experience
Work History
Office Manager/ Property Management
Northwest Realty Consultants
12.2023 - 11.2024
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Oversaw lease agreements from inception to termination, ensuring compliance with local regulations and protecting the interests of both landlords and tenants.
- Conducted regular property inspections, identifying areas for improvement and proactively addressing potential safety hazards.
- Collaborated with real estate agents and brokers to showcase properties effectively, attracting prospective tenants quickly.
Mortgage Loan Officer
Kind Lending
12.2022 - 10.2023
- Reviewed financial documents including tax returns, bank statements, pay stubs and other applicable documents to verify accuracy of information provided by the borrower
- Developed and maintained relationships with customers, real estate agents, title companies, appraisers and other industry professionals to ensure successful loan closings
- Managed pipeline of loans from pre-qualification through closing while ensuring high levels of customer service were met throughout the entire process
Licensed Loan Partner
Annie Mac Home Mortgage
05.2021 - 10.2022
- Reviewed loan files and updated to match current standards
- Worked with underwriters to fix application problems and resolve issues
- Fielded customer complaints and provided solutions
- Implemented sales strategies that established relationships with realtors
Loan Officer Assistant
Churchill Mortgage Corporation
10.2020 - 05.2021
- Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base
- Worked with Loan Officer to create application profile in system and review key information at various stages within process
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress
Private Client Banker
JPMorgan Chase Bank
02.2017 - 11.2019
- Used advanced software to prepare documents, reports and presentations
- Updated spreadsheets and created presentations to support executives and boost team productivity
- Screened calls and emails and responded accordingly to support executive correspondence
- Facilitated training and onboarding for incoming office staff
Licensed Relationship Banker
JPMorgan Chase Bank
01.2010 - 02.2017
- Assisted clients in making beneficial and strategic decisions regarding investments, personal and business banking
- Guided clients through compiling important financial histories and documentation for evaluation
- Provided specialized financial planning support for clients with diverse portfolios and individual needs
- Expanded customer base through community outreach and strategic business partnerships
- Strengthened referral partnerships with business lines across the bank to maximize cross-selling potential.
Education
Associate of Science - Business
University of Oregon
Eugene, OR01.2005
Skills
- Problem-Solving
- Multitasking Abilities
- Interpersonal Communication
- Teamwork and Collaboration
- Customer service
- Office management
Timeline
Office Manager/ Property Management
Northwest Realty Consultants
12.2023 - 11.2024
Mortgage Loan Officer
Kind Lending
12.2022 - 10.2023
Licensed Loan Partner
Annie Mac Home Mortgage
05.2021 - 10.2022
Loan Officer Assistant
Churchill Mortgage Corporation
10.2020 - 05.2021
Private Client Banker
JPMorgan Chase Bank
02.2017 - 11.2019
Licensed Relationship Banker
JPMorgan Chase Bank
01.2010 - 02.2017
Associate of Science - Business
University of Oregon
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