Kathy Wakefield
Consumer Loan Underwriter at CASE Credit Union- Claim this Profile
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Bio
Experience
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CASE Credit Union
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United States
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Financial Services
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1 - 100 Employee
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Consumer Loan Underwriter
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Apr 2019 - Present
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Vice President
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Aug 2002 - Present
Mason, Michigan
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V.P. Branch Administrator/Marketing Manager/Facilities Manager
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Aug 2002 - Jan 2017
Mason, MI Working with staff to achieve their goals by coaching and mentoring, setting standards for providing exceptional customer service. Monitoring tellers balancing records, reviewing account opening documentation for compliance, establishing yearly goals for the retail area. Creating marketing material for product sales. Worked with outside marketing for the production of the annual report.
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Vice President Of Mortgage Lending
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Jan 2017 - Dec 2018
322 S. Jefferson St., Mason,Mi Analyze applicants financial status, credit, and property evaluations to determine loan feasibility, followed up if more documentation was needed. Submitted the file for processing and then underwriting. Attended the closing at the title company or closed the file in my office for refinances. Called on realtors and attended networking events. Assisted current customers with all consumer lending needs. Fostered relationships with clients.
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Branch Manager
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Jan 1993 - Aug 2002
Lansing, Michigan Area
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Education
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Lansing Community College
Business Administration and Management, General -
Perry School of Banking