Customer Service Manager

Kellie M. Finn

**** *. ******** **, ******, UT 84118 ~ C 801-***-**** ~ H 801-***-**** ~

abjfif@r.postjobfree.com

Career Summary & Objectives

DEMONSTRATED EXPERIENCE IN MANAGERIAL AND FINANCIAL CUSTOMER SERVICE

POSITIONS WITH 21 YEARS IN BANKING OPERATIONS. EXCELLENT INTERPERSONAL,

PROBLEM SOLVING AND CONFLICT RESOLUTION SKILLS DEALING WITH ALL POPULATIONS

IN PERSON AND PHONE. LOOKING FOR THE OPPORTUNITY TO PROVIDE ADMINISTRATIVE

AND ACCOUNTING SUPPORT BY UNDERSTANDING AND ANALYZING ALL ADMINISTRATIVE

RESPONSIBILITIES.

Professional Experiences

WELLS FARGO BANK-SALT LAKE CITY, UT 1989 - 2010

REVERSE HOME MORTGAGE ASSOCIATE 2009 - PRESENT

. PRIMARY LIAISON IN THE PROCESSING OF REVERSE HOME MORTGAGE

LOANS FOR AREA SUPERVISOR.

. ASSURANCE OF COMPLIANCE CONDITIONS OF THE REVERSE MORTGAGE

LOANS.

. PROFICIENT IN SVP, SVT, HOGAN, WORD, AND WORD PERFECT; CERTIFIED NOTARY

PUBLIC.

Personal Banker-Sugarhouse Branch 2002 - 2009

. SOLD ALL RETAIL BANKING PRODUCTS-CDS, IRAS, CREDIT CARDS,

CHECKING AND SAVINGS ACCOUNTS; HOME EQUITY, AUTO, PERSONAL,

CONSOLIDATION, AND SECURED LOANS.

. LICENSED TO SELL ANNUITIES AND CREDIT LIFE & DISABILITY INSURANCES.

. Negotiated customer service issues, complaints, and payment

arrangements.

Sales Manager-Albertson's In-Store at 21 South 1998 - 2002

. Hired, trained, and managed 7-10 team members in all aspects of bank

policy, sales, and procedure.

. Marketed bank products in a competitive setting to local businesses to

increase branch profitability.

. Consistently recognized as meeting above standard goals for branch and

employees.

Financial Service Representative / Teller-Sugarhouse Branch

1989 - 1998

. Arbitrated accounts, loans, and financial matters for businesses and

customers.

. Supervisor of branch operations in absence of the manager.

. Licensed to sell Annuities and Credit Life & Disability Insurances.

Tree House Daycare/Preschool 1982-1987 1988-1989

. Office Manager responsibilities of payroll, billing and collections,

scheduling and supervision of staff.

. Customer service for existing clients, new client orientation and

customer concerns.

. Preschool teacher, transport of children on field trips and school

schedules.

. Food preparation for 50-60 children.

. Completed required classes in CPR, first aid, NLP, child abuse training.

LDS Mission 1987-1988

EDUCATION

AIB MANAGER TRAINING, FIRST SECURITY BANK-SALT LAKE CITY,

UT

. Economics; Financial Accounting II, 1995.

. Supervision in Management; Personnel & Law, 1993.

. Accounting I & II, Law & Banking, 1992.

. Principles of Banking, 1990.

. Graduate of In-Bank Management Training Program.

RECOGNITIONS

. Certificate of excellence in partnering with Utah Regional Private

Banking, 2008.

. Certificate as a Recognized Expert, Acknowledged Master, and Certified

Banker, 2007.

. Certificate of excellence in sales and service, 2001, 2005, 2006.

. Top Utah Annuity Sales Person, 1997; top 10 Annuity Sales Person, 2001.

. Numerous "Superior Customer Service" and Loan Quota Club qualifying

certificates.

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