Michael Klee
Highlands Ranch,CO
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Focused professional with 25+ years' experience and a proven knowledge of account development, brand and campaign management. Aiming to leverage skills to successfully perform the duties the position requires.
Overview
30
30
years of professional experience
1
1
Language
Work History
Personal/Universal Banker II
United Missouri Bank
04.2022 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions. Built and maintained portfolio of loans to meet established goals and objectives. Increased loan volume 60%
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
OWNER/ SENIOR MORTGAGE LOAN MANAGER
MIKALYN INC.
04.2019 - 04.2022
- Established strong customer relationships through excellent communication and attentive service.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
- Originated and oversaw entire loan process from inception to closing of Residential Home Mortgage Loans
- Raised company volume to $2 million per month in closed loans.
SENIOR LOAN OFFICER
Fairway Independent Mortgage
10.2013 - 04.2019
- Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
- Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
- Submitted loan applications to underwriter for verification and recommendations.
- Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
- Mentored junior loan officers, sharing expertise and knowledge to improve overall team performance.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Top 10% of companywide mortgage volume,
Education
Bachelor of Science - MARKETING/FINANCE
Metropolitan State University of Denver
Denver, CO05.1997
Skills
- Branch operations
- Document Preparation
- Banking software navigation
- Electronic Funds Transfer
- Customer Needs Assessment
- Financial product knowledge
- Financial Advising
- Loan Origination
Affiliations
- Douglas County Chamber of Commerce
Bilingual in Spanish
Accceptable Proficiency in the Spanish dialect
Languages
Spanish
Limited Working
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
Hogan, D1 Point Calyx, Encompass, Windows, Excel
Timeline
Personal/Universal Banker II
United Missouri Bank
04.2022 - Current
OWNER/ SENIOR MORTGAGE LOAN MANAGER
MIKALYN INC.
04.2019 - 04.2022
SENIOR LOAN OFFICER
Fairway Independent Mortgage
10.2013 - 04.2019
Bachelor of Science - MARKETING/FINANCE
Metropolitan State University of Denver