Nicki Kachelmier
Clarkston,WA
Summary
My objective is to utilize my professional skills, knowledge, and experience to further my career. I am considered a dynamic, and loyal employee with a strong work ethic, including 20+ years of experience in the financial industry. I am a reliable team player and a fast learner, who excels in providing exceptional customer service.
Overview
19
19
years of professional experience
Work History
Loan Assistant
Twin River Bank
Clarkston, WA
06.2024 - Current
- Worked closely with loan officers to ensure timely completion of all necessary paperwork associated with each transaction.
- Processed loan payments, including interest calculations and adjustments for escrow accounts.
- Maintained updated records of customer account activities.
- Verified accuracy of financial statements submitted by borrowers in support of their loan application.
- Maintained accurate records of all transactions in accordance with bank policies and procedures.
- Established strong relationships with clients through frequent communication about their accounts.
- Evaluated loan applications and supporting documents to determine creditworthiness of applicants.
Loan Administrator
Columbia Bank/Umpqua Bank (merged in 2023
Clarkston, WA
05.2022 - 06.2024
- Responsible for the administration and management of the Commercial loan process
- Loan Documentation Preparation
- Closing and Booking Packet Preparation
- File Maintenance and Data Input
- Post-closing Audits
- Managing borrower monthly inspections and draws
- Processing monthly loan payments
- Creating and balancing bank budgets for construction projects
Assistant Branch Manager
Columbia Bank
Clarkston, WA
12.2006 - 05.2022
- Hired, trained, supervised front line staff
- Responsible for branch efficiencies and scheduling
- Responsible for branch monthly, quarterly, and annual audits
- Develop and deepen customer relationships
- Exceptional interpersonal interaction and listening skills
- Demonstrate proficiency opening business, consumer and trust accounts and Consumer Lending
Education
High School Diploma -
St. Maries High School
Clarkston, WA06-2001
Skills
- Customer service
- Data entry
- Regulatory compliance
- Relationship building
- Attention to detail
- Effective communication
- Team collaboration
- Time management
- Administrative support
- Financial transactions expertise
- Cash handling
- Critical thinking
- Organization
- Verbal and written communication
- Quality control
- Multitasking
References
References available upon request.
Timeline
Loan Assistant
Twin River Bank
06.2024 - Current
Loan Administrator
Columbia Bank/Umpqua Bank (merged in 2023
05.2022 - 06.2024
Assistant Branch Manager
Columbia Bank
12.2006 - 05.2022
High School Diploma -
St. Maries High School