Kylee Herman
Summary
Experienced Loan Officer adept at assessing member needs, providing products and guiding members through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong member relationships by providing excellent service.
Overview
8
8
years of professional experience
Work History
Loan Officer
Credit Union Of America
06.2022 - Current
- Accomplishments and Related Skills:
- Analyze current financial position of members to determine the risk involved with extending credit or lending money
- Establish the terms and conditions of an approved loan and reviews this information with the member
- Evaluates members needs and recommends loan options
- Authorize release of collateral on existing loans, changes in loan terms, due date changes, etc
- Offer and solicit all loan options available that will benefit member
- Prepare and review all loan documentation for accuracy
Financial Service Representative
Credit Union Of America
12.2020 - 06.2022
- Accomplishments and Related Skills:
- Assist member with obtaining consumer loan products by accepting loan applications and partnering with the lending department to facilitate loan funding
- Ensure required documentation is completed thoroughly and accurately
- Communicate with multiple departments to ensure qualified referrals are handled in an appropriate time frame
- Open new accounts and perform regular account maintenance
- Retain and build member relationships
- Advise members of relevant products and services to ensure maximum benefit
TAP Teller/Remote Deposit Capture Specialist
Credit Union Of America
02.2019 - 12.2020
- Accomplishments and Related Skills:
- Use ImagePoint Administration to accept/reject ATM and SnapCheck deposits
- Assist in auditing the Interactive Teller Machine (ITM) located at our Corporate
- Headquarters
- Review and accept/reject checks deposited via Snapcheck and ATM
- Perform appropriate research on check deposits including contacting members, check issuers, and other financial institutions
- Maintain a detailed log with all check retrievals
- Track and record any fraudulent item that is deposited
Teller Supervisor
Credit Union Of America
09.2018 - 02.2019
- Accomplishments and Related Skills:
- Process weekly cash orders from Brinks
- Perform quarterly audits on the part time tellers, cash recycler, and coin machine
- Balance the cash vault with the assistance from a part time teller
- Perform vault work
- Provide overrides for incoming checks as well as checks disbursed, and cash disbursed
- Assist in training incoming tellers
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Teller
Credit Union Of America
10.2015 - 09.2018
- Accomplishments and Related Skills:
- Provide account services to members by receiving deposits and loan payments, cashing checks, issuing withdrawals, recording night and mail deposits, and selling cashier's checks
- Maintain and balance cash drawers and reconcile any discrepancies
- Maintain customer confidentiality and protect bank operations by keeping information confidential
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered member inquiries regarding account balances, transaction history, services charges, and interest rates.
Education
BBA - Business Administration, General Business, Management
Wichita State University
05.2019
High School Diploma -
Great Bend High School
12.2014
Skills
Time Management
Leadership
Problem Solving
Communication
Attention to Detail
Decision Making
Timeline
Loan Officer
Credit Union Of America
06.2022 - Current
Financial Service Representative
Credit Union Of America
12.2020 - 06.2022
TAP Teller/Remote Deposit Capture Specialist
Credit Union Of America
02.2019 - 12.2020
Teller Supervisor
Credit Union Of America
09.2018 - 02.2019
Teller
Credit Union Of America
10.2015 - 09.2018
BBA - Business Administration, General Business, Management
Wichita State University
High School Diploma -
Great Bend High School
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