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KS

Kelly (O'connell) Souto

Loan Officer Assistant MLO #1274346 licensed in MA Employed by radius financial group inc., NMLS #18 at radius financial group inc.
Intro Book
Marketing professional with 6+ years of experience in financial services and event planning.
  • Claim this Profile
Location
Massachusetts, United States, US
Skills
  • Marketing
  • Time Management
  • Management
  • Powerpoint
  • Customer Service
  • Show all
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Bio

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Kelly (o'connell) Souto is a seasoned marketing professional with 6+ years of experience in financial services, event planning, and customer service. She holds a Bachelor of Science degree in Business Administration from Bryant University.

Experience

  • radius financial group inc.
    • Norwell, Massachusetts
    • Loan Officer Assistant MLO #1274346 licensed in MA Employed by radius financial group inc., NMLS #18
      • Oct 2017 - Present
      • Norwell, Massachusetts

  • Citizens Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Licensed Banker
      • Mar 2017 - Oct 2017

    • Associate Licensed Banker
      • Jul 2016 - Mar 2017

    • Universal Banker
      • Dec 2014 - Jul 2016

  • Zumba
    • Whitman, MA
    • Zumba® Fitness Instructor
      • Nov 2009 - Jan 2017
      • Whitman, MA

  • Eaton Vance
    • United States
    • Investment Management
    • 700 & Above Employee
    • Marketing Services Associate
      • Jun 2011 - Jun 2012

    • Portfolio Manager Assistant - Global Fixed Income Group
      • Oct 2010 - Jun 2011

    • Administrative Assistant - Global Fixed Income
      • Apr 2010 - Oct 2010

  • Granite Telecommunications
    • DSL/Rebill Auditor
      • Oct 2009 - Apr 2010

      Breaking down a high volume of invoices to correctly apply charges to clientsLogging charges and payment dates into multiple internal data bases

  • Comfort Inn Rockland, MA
    • Front Desk Clerk
      • Jun 2008 - Nov 2009

      Responsible for check ins and check outs; scheduled reservations over the phone; handled walk-in guestsKept track of cash and credit card payments; anticipated and responded promptly to any guest issues; communicated to other employees of the Inn; working with Profit Manager

  • Management Search Incorporated (MSI)
    • Account Executive Intern
      • Sep 2008 - Dec 2008

      Compiling research on human capital in the workforce in order to provide clients with suitable options for filling positionsResearching alternative energy companies so that MSI can develop business with an emerging and growing industryCompose a newsletter based on management issues to be sent out to business contacts of the firm

  • Plymouth County District Attorney's Office
    • Intern
      • Jun 2003 - Aug 2007

      Coordinated Drug Education Summer Program with officers, staff and volunteersAnswered phones and worked as a receptionist when needed to keep communication lines open continuously

Education

  • 2005 - 2009
    Bryant University
    Bachelor of Science, Business Administration
  • 2001 - 2005
    Whitman Hanson Regional HS

Suggested Services

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Industry Focus. “Financial Services”

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