Experience

Brightside

• United States
• Financial Services
• 100 - 200 Employee

• Client Services Associate

  • Apr 2022 - Present



German American

• United States
• Financial Services
• 300 - 400 Employee

• Mortgage Loan Officer

  • Jan 2019 - Present

  Bowling Green Metropolitan Area ● Oversee all aspects of $13M financial pipeline inclusive of vendor management, risk assessment, and data analysis for 75 financial accounts annually ● Manage customer portfolios consisting of 12 regulatory loan programs and 10 vendor types featuring cross-sold products such as insurance, consumer, and commercial loans ● Conduct risk assessments and data analysis to advise consumers regarding their options through financial scenarios ● Onboarded and cross-functionally trained 3… Show more ● Oversee all aspects of $13M financial pipeline inclusive of vendor management, risk assessment, and data analysis for 75 financial accounts annually ● Manage customer portfolios consisting of 12 regulatory loan programs and 10 vendor types featuring cross-sold products such as insurance, consumer, and commercial loans ● Conduct risk assessments and data analysis to advise consumers regarding their options through financial scenarios ● Onboarded and cross-functionally trained 3 mortgage loan officers in the south-central KY market by producing processes and guides to ensure fluidity & professional success ● Develop bi-monthly trainings and presentations for German American mortgage lending clients ranging from 12-18 in attendance Show less



South Central Bank

• United States
• Banking
• 100 - 200 Employee

• Service Certified Banker III

  • Jul 2017 - Jan 2019

  Bowling Green Metropolitan Area ● Directly managed 20 new consumer and business accounts monthly inclusive of opening, follow up, and closing ● Developed training for a staff of 10 focused on ATM and vault protocols, customer service, banking products, and procedures ● Conducted quarterly and annual branch audits for assets totaling $775K



The Sacramento Deposit Bank

• United States
• Banking

• Loan Officer | Administrative Assistant

  • Nov 2014 - Jul 2017

  Caneyville, Kentucky, United States ● Utilized accounting functions to process over 300 customer loans annually through branch database ● Renewed over 500 certificates of deposit and IRA retirement accounts throughout tenure ● Processed account collections and customer adjustments such as escrow adjustments, past-due balances, and maturities