Kaleb Gregor

Credit Officer, VP at Citizens State Bank of Loyal
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Contact Information
us****@****om
(386) 825-5501
Location
Marshfield, Wisconsin, United States, US
Languages
  • English -

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Bio

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Experience

    • Banking
    • 1 - 100 Employee
    • Credit Officer, VP
      • Mar 2023 - Present

      My job duties include analyzing the current, historical and projected financial condition and repayment history of the bank's largest and most complex buyers, preparing clear and substantive credit report for loan committee in conformity with bank policies and procedures, consulting with lending staff on appropriate loan structures, managing the credit process from application through final approval, closing and servicing and serving on the bank's Internal Loan Committee approving credits with prescribed limits. Show less

    • Credit Officer, AVP
      • Aug 2022 - Present

      My job duties include analyzing the current, historical and projected financial condition and repayment history of the bank's largest and most complex buyers, preparing clear and substantive credit report for loan committee in conformity with bank policies and procedures, consulting with lending staff on appropriate loan structures, managing the credit process from application through final approval, closing and servicing and serving on the bank's Internal Loan Committee approving credits with prescribed limits. Show less

    • Credit Analyst
      • Jul 2019 - Aug 2022

      My job duties included completing a thorough in-depth analysis of new credit requests, credit change requests, renewals, and annual reviews, delivering meaningful, detailed credit analysis while providing efficient, timely service to loan officers, maintaining a good working knowledge of the Bank's lending policies and procedures and working with loan officers to anticipate, identify and collect documents needed for efficient and timely approvals of new and existing credits.

    • United States
    • Banking
    • 200 - 300 Employee
    • Universal Banker
      • Jun 2018 - Jul 2019

      I worked for Wings Financial as a Universal Banker where I opened new membership accounts, various additional accounts, and provided a follow up service to new members. I also assisted, served and followed up as necessary with members who had fraud and forgery, deceased accounts, retirement services, account maintenance, business and other unique account types. Lastly, I took loan applications and was involved in the process of underwriting, dispersing and funding the different loan products that Wings Financial had to offer. Show less

  • Smisek Insurance
    • Shakopee, MN
    • Insurance Intern
      • Dec 2017 - Jan 2018

      I worked as an insurance intern for Smisek Insurance. I helped price insurance for new and previous customers, and I ran the office and took phone calls when I was the only one at the office. I worked as an insurance intern for Smisek Insurance. I helped price insurance for new and previous customers, and I ran the office and took phone calls when I was the only one at the office.

    • United States
    • Banking
    • 100 - 200 Employee
    • Bank Teller
      • Nov 2016 - Apr 2017

      Served as primary point of contact between bank and customer Worked as a team with other tellers to complete daily tasks, demonstrating respect and professionalism Served as primary point of contact between bank and customer Worked as a team with other tellers to complete daily tasks, demonstrating respect and professionalism

    • United States
    • Higher Education
    • 700 & Above Employee
    • Knapp Center Monitor
      • Sep 2015 - Dec 2016

      *Monitored Knapp Center while the assistant athletic director is away*Responsible for safety of Knapp Center guests

    • Event Staff
      • Aug 2014 - Dec 2016

      * Worked as a ball boy at football games ; * Paid close attention to game, and successfully change out footballs ; * Responsible for monitoring and parking cars at basketball games

Education

  • Drake University
    Finance
    2014 - 2018
  • Drake University
    Bachelor of Science in Business Administration, Finance
    2014 - 2018

Community

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