Kii Kasten

Member Financial Representative at Connexus Credit Union
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Contact Information
Location
Madison, Wisconsin, United States, US
Languages
  • English -

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Experience

    • Financial Services
    • 200 - 300 Employee
    • Member Financial Representative
      • Feb 2023 - Present
    • Greece
    • Food and Beverage Services
    • 1 - 100 Employee
    • Bartender
      • Jun 2022 - Jan 2023
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Senior Mortgage Processor
      • Jul 2022 - Nov 2022
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Processor
      • Aug 2020 - Apr 2022
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Mortgage Loan Processor
      • Oct 2019 - Aug 2020
    • United States
    • Banking
    • 400 - 500 Employee
    • Mortgage Loan Processor
      • Oct 2018 - Aug 2019
    • United States
    • Banking
    • 700 & Above Employee
    • Mortgage Sales Assistant
      • Jan 2018 - Oct 2018

      Fully trained as a mortgage originator. Helped sell, process, and complete mortgage lending transactions. Assisted #2 mortgage banker for BMO Harris Bank.

    • Retail Relationship Banker
      • Apr 2016 - Dec 2017

      Helped customers open, maintain, and close accounts. Originated & Closed all types of loans excluding 1st mortgages. Worked with various partners helping source referrals for lines of business such as Mortgage, Premier Banking, Private Banking, & Small Business Banking. Helped with various auditing tasks. Worked behind the teller line as needed.

    • United States
    • Banking
    • 1 - 100 Employee
    • Member Service Representative
      • May 2014 - Apr 2016

      I was the main line of contact for members when dealing with their accounts. This involved opening new accounts, fixing problems that happen with existing accounts, and further building relationships in both cases. This is done through expanding the amount of products or accounts one has, sourcing referrals in regards to loans & investments, and by building rapport for future interactions. I was the main line of contact for members when dealing with their accounts. This involved opening new accounts, fixing problems that happen with existing accounts, and further building relationships in both cases. This is done through expanding the amount of products or accounts one has, sourcing referrals in regards to loans & investments, and by building rapport for future interactions.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Banker
      • May 2013 - May 2014

      I sourced new accounts and helped maintain existing ones. This was done through various sales strategies. After a short time of being there I also helped with various operational tasks in order to prepare & pass our quarterly audits. I also completed various teller transactions during this time when needed. I sourced new accounts and helped maintain existing ones. This was done through various sales strategies. After a short time of being there I also helped with various operational tasks in order to prepare & pass our quarterly audits. I also completed various teller transactions during this time when needed.

Education

  • Ripon College
    Bachelor's degree, Communication, General
    2009 - 2013

Community

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