Bio
Experience
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Fidelity Bank / Oklahoma Fidelity Bank
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Wichita, Kansas Area
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Loan Operations Specialist
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Jan 2017 - Dec 2019
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Wichita, Kansas Area
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Conway Bank
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Wichita, Kansas
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Commercial Loan Processor
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Jul 2016 - Sep 2016
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Wichita, Kansas
• Balanced general ledger accounts.• Prepared loan documents for officers.• Booked loans into the system.• Released collateral as needed for closed loans.• Sold participation loans with other banking institutions.• Handled participation advances and payments.• Reviewed appraisal reports for commercial, agricultural and residential.• Assisted tellers as needed.
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United States
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Financial Services
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700 & Above Employee
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Senior Dealer Assist Representative
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2009 - 2015
Served as resource for team members to best answer questions and verify numbers to decrease monetary losses. Handled escalated calls as needed. Worked with teams and other departments to resolve issues and create low customer effort. Exclusive point of contact for account executives in charge of increasing sales and supporting dealerships. • Identified low volume dealerships and completed call campaign to contact and re-connect with customers. With an 86% penetration rate, customers and revenue increased. • Developed process for pricing dealer purchases of higher priced off-lease vehicles, resulting in higher sales prices and increased revenue.• Served as specialist and trainer for “Click to Chat” to provide online customer service. This created an additional low cost effort way for dealers to seek assistance. • Resolved escalated issues from dealers, customers and account executives that resulted in low customer effort and greater customer satisfaction.• Successfully and consistently met all quality and quantity metrics. Achieved the highest possible score on performance review.
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Dealer Assist Representative
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2006 - 2009
Supervised 15-member team and created an environment of high performance by ensuring the presence of trust, goal alignment and support. • Created presentation on department’s value streams in site-wide meeting and to leadership and other sites. Employee awareness of how department met company’s needs increased. • Led site’s program for recycling and waste reduction. Company’s ecological footprint decreased.• Developed and implemented contests and incentives to motivate team members. Team quality and customer satisfaction increased.
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Coach/Supervisor General Care
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2002 - 2006
Motivated and inspired team members to reach career and organizational goals. Demonstrated interpersonal, time management and multi-tasking skills. Quickly adapted to change and demonstrated a can-do attitude for service. Established effective working relationships, made sound decisions and successful changed and achieved positive results. • Utilized team building techniques to increase team quality to number 1 in the center and 6th in the nation. • Planned and presented meetings for team with a focus on performance and developing strategy planning and team buy-in. • Developed and trained team in process to improve adjustment accuracy. Team’s adjustment accuracy increased from 85 to 97 percent, the amount of unnecessary credits to customer accounts decreased and the company’s profitability increased.
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Assistant Appraiser
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1999 - 2001
Determined the fair market value of real estate by utilizing methods approved by the general appraisal principle and techniques and according to the Unified Standards of Appraisal Practice.• Worked with both residential and commercial property appraisal reports.• Advised and consulted with companies on tax appraisal and eminent domain issues.
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Land Management Analyst/Property Management
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1994 - 1999
• Purchased real estate needed for projects and conistently met a set budget and time frame.• Prepared legal documents and executive summaries and to be presented to City Council.• Managed a 20 unit low in come apartment complex following HUD guidelines.• Acted on behalf of City as a federal relocation agent under the Uniform Relocation Assistance and Real Properties Acquisition Policies Act.• Reviewed appraisals of vacant, residential and commercial real estate submitted to the city.• Acted as consultant on various city projects and issues regarding real estate and eminent domain.
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Appraiser II
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1987 - 1994
• Specialized in forecasting expected sales and applied the discounted cash flow analysis to determine present value of housing developments.• Utilized statistics including multiple regression analysis.• Defended the valuation of real estate at all levels of the appeal process including testifying as a witness before County Commissioners and at the State Board of Tax Appeals in Topeka.• Member of specialized team to appraise higher value and specialized properties.• Appeared at town hall meetings as required to inform the public on the appraisal process and to discuss issues.• Completed a specific report on special assessments and the effect on vacant and residential property evaluation.
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Education
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Wichita State University
Bachelor’s Degree, Finance, Real Estate and Land Use Economics
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