Kathleen (Katy) Barnard Email & Phone Number

Fort Mill, South Carolina, United States

 Client Relationship Building: Build and nurture long-term relationships with clients, providing high-quality service and addressing their unique needs. Act as the primary point of contact, ensuring all inquiries and issues are resolved promptly and effectively. Operational Oversight: Oversee the loan transfer process, coordinating essential elements such as escrow, payment wires, and documentation, ensuring seamless execution and timely completion. Client Satisfaction: Maintain a… Show more  Client Relationship Building: Build and nurture long-term relationships with clients, providing high-quality service and addressing their unique needs. Act as the primary point of contact, ensuring all inquiries and issues are resolved promptly and effectively. Operational Oversight: Oversee the loan transfer process, coordinating essential elements such as escrow, payment wires, and documentation, ensuring seamless execution and timely completion. Client Satisfaction: Maintain a strong focus on client engagement and satisfaction by addressing concerns, resolving issues, and fostering trust through transparent communication. Show less

Fort Mill, South Carolina, United States

 Stakeholder Collaboration: Coordinated with internal teams and external partners to maintain productive working relationships and ensure smooth transactions for all parties involved. Operational Management: Managed the transfer of mortgage servicing rights, overseeing processes such as delivery, boarding, reconciliation, and invoicing to ensure efficiency and accuracy. Customer Service Excellence: Addressed client inquiries and requests, conducting research and providing solutions… Show more  Stakeholder Collaboration: Coordinated with internal teams and external partners to maintain productive working relationships and ensure smooth transactions for all parties involved. Operational Management: Managed the transfer of mortgage servicing rights, overseeing processes such as delivery, boarding, reconciliation, and invoicing to ensure efficiency and accuracy. Customer Service Excellence: Addressed client inquiries and requests, conducting research and providing solutions to ensure both internal and external customer satisfaction. Show less

Charlotte, North Carolina Area

 Audit & Compliance Management: Managed internal and external audit processes, ensuring compliance with regulations and policies within the loan administration function. Assigned and monitored audit tasks to maintain operational integrity. Research & Documentation: Conducted thorough research and prepared audit responses, working closely with relevant departments to ensure detailed and accurate submissions for all audit requests. Team Leadership & Workflow Coordination: Supervised… Show more  Audit & Compliance Management: Managed internal and external audit processes, ensuring compliance with regulations and policies within the loan administration function. Assigned and monitored audit tasks to maintain operational integrity. Research & Documentation: Conducted thorough research and prepared audit responses, working closely with relevant departments to ensure detailed and accurate submissions for all audit requests. Team Leadership & Workflow Coordination: Supervised daily team operations, ensuring effective workflow management and timely task completion to maintain high performance in the department. Show less

Charlotte, North Carolina Area

 Quality Assurance & Process Improvement: Reviewed escrow procedures to develop testing scripts that ensured accuracy and compliance with regulatory standards. Identified areas for improvement to optimize the escrow process. Audit Oversight: Managed internal and external audit activities within the escrow function, ensuring comprehensive and timely completion of all audits. Compliance Documentation: Assisted in the preparation of audit responses, working closely with the loan… Show more  Quality Assurance & Process Improvement: Reviewed escrow procedures to develop testing scripts that ensured accuracy and compliance with regulatory standards. Identified areas for improvement to optimize the escrow process. Audit Oversight: Managed internal and external audit activities within the escrow function, ensuring comprehensive and timely completion of all audits. Compliance Documentation: Assisted in the preparation of audit responses, working closely with the loan administration team to maintain compliance and operational accuracy. Show less

 Customer Communication & Problem Resolution: Researched escalated customer concerns, ensuring comprehensive resolution through collaboration with internal departments and careful review of account records. Cross-Departmental Coordination: Facilitated effective communication between teams to address complex customer issues and provide accurate, timely solutions. Client Engagement: Drafted detailed correspondence to customers, ensuring clarity and accuracy in resolving their inquiries… Show more  Customer Communication & Problem Resolution: Researched escalated customer concerns, ensuring comprehensive resolution through collaboration with internal departments and careful review of account records. Cross-Departmental Coordination: Facilitated effective communication between teams to address complex customer issues and provide accurate, timely solutions. Client Engagement: Drafted detailed correspondence to customers, ensuring clarity and accuracy in resolving their inquiries while maintaining a professional tone. Show less

 Customer Inquiry Resolution: Researched and responded to customer inquiries, resolving issues in a timely and professional manner while ensuring accuracy in communication. Documentation Management: Ensured that all written communications were properly documented, maintaining a high standard of accuracy and consistency in customer interactions. Client Communication: Drafted clear and effective correspondence to customers, addressing their concerns and ensuring all necessary… Show more  Customer Inquiry Resolution: Researched and responded to customer inquiries, resolving issues in a timely and professional manner while ensuring accuracy in communication. Documentation Management: Ensured that all written communications were properly documented, maintaining a high standard of accuracy and consistency in customer interactions. Client Communication: Drafted clear and effective correspondence to customers, addressing their concerns and ensuring all necessary information was included. Show less

Charlotte, Nc

 Customer Support & Education: Provided excellent customer service during inbound and outbound calls, offering guidance on loan terms, payments, and account statuses, while ensuring a clear understanding of processes. Problem Resolution: Initiated research requests for customer concerns, ensuring timely and effective resolution through thorough investigation and follow-up. Customer Interaction: Engaged with customers to explain procedures and provide solutions, ensuring they felt… Show more  Customer Support & Education: Provided excellent customer service during inbound and outbound calls, offering guidance on loan terms, payments, and account statuses, while ensuring a clear understanding of processes. Problem Resolution: Initiated research requests for customer concerns, ensuring timely and effective resolution through thorough investigation and follow-up. Customer Interaction: Engaged with customers to explain procedures and provide solutions, ensuring they felt supported and informed throughout the process. Show less

Bachelor'S Degree, Interdisciplinary Studies: Film Studies

Activities and Societies: Student Filmmakers Organization

9Th To 12Th Grade