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Bio

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Kaitlyn Brooks is a seasoned finance professional with a strong background in accounting and financial analysis. She has worked in various roles, including Senior Loan Processor at PFS, INC., Accountant at CBS, and Assistant to President and Vice President at PFS, INC. Kaitlyn holds a Bachelor of Science degree in Finance from the University of Hawaii at Manoa and has maintained a GPA of 3.5-4.0.

Experience

  • PFS, INC.
    • Easton, CT
    • Senior Loan Processor
      • Aug 2021 - Present
      • Easton, CT

    • United States
    • Entertainment Providers
    • 700 & Above Employee
    • Accountant
      • Aug 2020 - May 2022

    • Accountant
      • Jun 2019 - Aug 2020

  • PFS,INC.
    • Easton, CT
    • Assistant to President and Vice President
      • Jan 2015 - Aug 2020
      • Easton, CT

      A Private Financial Services CompanyClient services, loan products/services, invoicing, calculations, financial modeling, forecasting • Analyzing all company data for monthly reporting and assist in annual book closure

  • HomeStreet Bank
    • Hawaiian Islands
    • Loan Officer Assistant
      • Jan 2018 - Jan 2019
      • Hawaiian Islands

      Determination of applicant financial status, credit, and property evaluation to determine loan feasibility. High level of responsibility; adhering to federal & state compliance guidelines relative to mortgage lending. Execute loan origination process, including ordering credit reports, appraisals, & title reports. Determining appropriate rate locks, mortgage insurance, issuance of disclosures, debt/credit management etc. Additionally assisted in the launch of the HomeStreet Mortage App via data entry, education, and outreach.

    • Server
      • Jul 2018 - Dec 2018
      • Kakaako, Hawaii

    • Server
      • Jul 2017 - Nov 2018
      • Oahu

      Kona Brewing Co. on the island of Oahu

    • Student
      • Jan 2015 - May 2015
      • Worldwide

      Studying Business, Psychology, Anthropology and Global Medical Trends specializing in and visiting (doing field work in) the areas of: Mexico, Hawaii, China, Japan, Vietnam, Singapore, Myanmar, India, Mauritius, South Africa, Namibia, Morocco, London. Then independently travelled Europe for 2 months after, (including; Spain, Iceland, Netherlands, Italy, Greece, Germany, Czech Republic, Denmark & Sweden).

    • Server
      • 2015 - 2015
      • Faifrield, CT

      Summer Job

  • St. Regis Hotels & Resorts
    • Princville, Kaua'i
    • Server
      • 2014 - 2015
      • Princville, Kaua'i

  • Meadow Ridge
    • Redding, CT
    • Dietary Aide
      • Feb 2013 - Aug 2013
      • Redding, CT

      Dining room server for Meadow Ridge Nursing Home in Redding, CT. Worked during my final semester of high school then moved to Hawaii. Responsible to organizing and checking menu requests for nursing home patients with strict dietary restrictions. The nursing home had a 5 star kitchen menu and etiquette to follow. Extension training was required before starting the job.

Education

  • 2014 - 2017
    University of Hawaii at Manoa
    Bachelor of Science - BS, Accounting and Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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