1. Kathleen Taylor
209-609-5926/209-227-7407
itzmekatt@gmail.com
Objective: To obtain a position that will effectively utilize my expertise in customer service,
management, computer knowledge, problem solving, and employee relations.
Technical Skills: 15+ years of management 20+ Admin/office environment
Banking regulations expertise Training and mentoring new employees
Employee relations Heavy cash handling
Microsoft Office comprehension Accurate Data Entry
Typing 60+ wpm Customer service and sales
Employment: 04/2016-Present, Mission San Jose Mortgage, Stockton CA
Loan Processor
Ensure the accuracy and timeliness of new loan submissions.
Effectively communicate loan suspense and conditions to loan originators.
Ensure the accuracy of application, loan data and program information.
Order verifications, flood certificates, credit reports/supplements, appraisal, re-
inspections, title/escrow documentation and insurance binders as needed.
Maintain company touch requirements and review all loans in pipeline every
business day.
Contact borrower(s), loan originator, closing agents, and real estate(s) agents to
request conditions as needed.
Preview conditions to ensure they meet underwriter conditions prior to
submission to underwriting.
Maintains a high level of customer service with quick response times and
accurate information (both internally and externally).
Maintains a high degree of confidentiality.
09/2014-05/2015, Golden 1 Credit Union, Stockton, CA
Branch Operations Manager
Provide resolution for escalated customer issues
Run teller window, open new accounts, process and fund loans
Train and lead employee sales and referral activities
Complete monthly, quarterly, and annual audits on office
Responsible for auditing daily reports and balancing of office accounts
Perform staff observations and coaching, daily, weekly and monthly
10/2009-09/2014, Rabobank N.A., Stockton, CA
Operations Officer
Preparing performance appraisals and recommending salary increases
Assuring all employees are informed of changes in compliance regulations and
policies
Monitoring cash requirements
Reviewing teller and vault outages
Verify and initial large deposits
Complete monthly, quarterly, semi-annual, and annual certifications
05/2006-06/2009, Guaranty Bank, Stockton, CA
Assistant Manager
Prepare work schedules and conduct staff meetings
Complete monthly, quarterly, and annual audits on office
Perform all teller and new account functions
Responsible for monitoring daily reports and balancing of office accounts