Kristi Collins
Winder
Summary
Dynamic Loan Assistant Team Lead with a proven track record at Bank OZK, excelling in team collaboration and loan processing. Expert in enhancing performance through mentoring and professional development, while ensuring compliance and customer satisfaction. Skilled in Microsoft Office, I effectively manage multiple priorities, driving successful loan closings and fostering a high-performing team environment.
Overview
29
29
years of professional experience
Work History
Loan Assistant Team Lead
Bank OZK
11.2023 - Current
- Manage and motivate employees to be productive and engaged in work.
- Maximize performance by monitoring daily activities and mentoring team members.
- Cross-train existing employees to maximize team agility and performance.
- Organize professional development programs for staff, leading to improved performance and skill sets.
Loan Assistant
Bank OZK, Formerly The Peoples Bank and CSB
01.2003 - Current
- Manage multiple priorities simultaneously while consistently meeting deadlines for loan closings and disbursements.
- Maintain organized records, facilitating efficient retrieval of information for audits and regulatory examinations.
- Assist in maintaining a high level of customer satisfaction by addressing concerns and providing timely responses to inquiries.
- Work closely with borrowers to gather required documentation, ensuring timely submission and approval of loans.
- Provide excellent customer service during the loan process, from initial inquiry to closing, ensuring a seamless experience for clients.
- Order information such as credit reports, environmental assessments, and property appraisals.
- Reduce errors in loan applications through diligent review, data entry, and verification processes.
- Collaborate with Loan Officers to ensure accurate documentation and compliance with lending regulations.
- Maintain confidentiality of sensitive client information, adhering strictly to company policies as well as federal privacy laws regulating financial institutions.
- Assemble important paperwork and disclosures for borrower.
Teller/Commercial Loan Assistant
Main Street Bank
09.1996 - 01.2003
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Ensured prompt resolution of client inquiries relating to account balances, loan status updates, and other matters through effective communication strategies.
- Offered administrative support to assist with loan origination, approval, and underwriting.
- Provided assistance with application documents and client communication.
Education
Education
Georgia College And State University
Milledgeville, GABusiness
University of Georgia
GASkills
- Team collaboration
- Closing assistance
- Loan servicing
- Microsoft office
- Administrative support
- Loan processing
- Compliance
Timeline
Loan Assistant Team Lead
Bank OZK
11.2023 - Current
Loan Assistant
Bank OZK, Formerly The Peoples Bank and CSB
01.2003 - Current
Teller/Commercial Loan Assistant
Main Street Bank
09.1996 - 01.2003
Education
Georgia College And State University
Business
University of Georgia
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