Caitlin Key Email & Phone Number

Seattle, Washington, United States

Experienced Manager & Trainer optimizing operations, enhancing member experience, and building teams within the Credit Union. Policy Interpretation & Application: Analyze applicants, property, and documentation for policy compliance. Order verifications and act as a liaison between members, employees, and underwriting.Collaborative Customer Service: Connect with coworkers and customers, fostering problem-solving and teamwork for exceptional experiences.Ownership of… Show more Experienced Manager & Trainer optimizing operations, enhancing member experience, and building teams within the Credit Union. Policy Interpretation & Application: Analyze applicants, property, and documentation for policy compliance. Order verifications and act as a liaison between members, employees, and underwriting.Collaborative Customer Service: Connect with coworkers and customers, fostering problem-solving and teamwork for exceptional experiences.Ownership of Department Functions: Demonstrate expertise in loan processing and monitor policies, procedures, and changes effectively.Coaching and Support: Provide feedback, coaching, and act as a resource for retail employees. Assist in training and onboarding new staff.Comprehensive Product Knowledge: Maintain a thorough understanding of all Credit Union products and services.Compliance and Record-Keeping: Ensure adherence to guidelines, procedures, and compliance disclosures. Preserve records securely.Leadership and Training: Lead team meetings, contribute to retail success, offer technical skills training, and ensure quality control.Collaborative Problem Solving: Foster teamwork, effective communication, and goal achievement across departments.Documentation and Systems Management: Organize member documents, complete accurate documentation, and utilize technology systems.Professional Development: Commit to ongoing education, training, and professional growth.Regulatory Compliance: Ensure total compliance with state, federal, and Credit Union regulations and complete required training.Technology Proficiency: Utilize network PCs, Internet service delivery, and Microsoft Office Suite. Operate and maintain equipment. Show less

Policy Interpretation & Application: Analyze applicants, property, and documentation. Liaise with members, employees, and underwriting team. Order verifications.Support CU's Purpose & Values: Enhance member experience, foster a strong team.Application Monitoring: Proactively process and follow up on pending applications. Communicate with employees and members.Customer Service & Collaboration: Provide friendly, efficient service. Collaborate to solve… Show more Policy Interpretation & Application: Analyze applicants, property, and documentation. Liaise with members, employees, and underwriting team. Order verifications.Support CU's Purpose & Values: Enhance member experience, foster a strong team.Application Monitoring: Proactively process and follow up on pending applications. Communicate with employees and members.Customer Service & Collaboration: Provide friendly, efficient service. Collaborate to solve problems.Ownership of Dept. Functions: Expertise in consumer and home equity loan processing.Policy & Process Review: Monitor, review, and communicate changes effectively.Feedback & Communication: Provide feedback, act as a resource for the team.Coaching & Training: Coach for continuous improvement. Support training and onboarding.Product & Service Knowledge: Thorough understanding of offerings.Compliance & Disclosure: Ensure adherence to guidelines, deliver compliance disclosures on time.Team Leadership & Sales: Lead/participate in meetings. Contribute through training and engagement.Collaboration & Problem Solving: Foster teamwork, effective communication between departments.Document Organization: Efficiently organize member documents and information.Accurate Documentation: Complete loan and services documentation within standards.Leadership & Training Support: Direct tasks, assist with training, ensure quality control.Professional Development: Commit to ongoing education and training.Regulatory Compliance: Follow state, federal, and CU regulations. Complete required training.Record Retention & Security: Preserve records securely as per retention policies.System Proficiency: Utilize PC workstations, internet services, Microsoft Office Suite. Troubleshoot equipment as needed.Support CU operations, enhance member experience, and drive compliance through leadership, collaboration, and accurate documentation. Show less

Seattle, Washington, United States

As a Finance Professional at our credit union, I serve as the primary point of contact for our members, combining the roles of a traditional teller and personal banker. My goal is to be a trusted partner, assisting members in meeting their financial needs. To achieve sales targets, I proactively sell and cross-sell our wide range of products and services, ensuring that members have access to the solutions that best fit their requirements. I am well-versed in our complete product portfolio… Show more As a Finance Professional at our credit union, I serve as the primary point of contact for our members, combining the roles of a traditional teller and personal banker. My goal is to be a trusted partner, assisting members in meeting their financial needs. To achieve sales targets, I proactively sell and cross-sell our wide range of products and services, ensuring that members have access to the solutions that best fit their requirements. I am well-versed in our complete product portfolio, enabling me to attract and retain loyal members.In my role, I am responsible for accurately processing account transactions and recording them in our sales tracking log. Additionally, I play a pivotal role in organizing member documents, information, and statuses. By maintaining well-organized records, I facilitate seamless collaboration within our credit union, allowing other team members to perform their tasks efficiently. Timeliness is crucial, and I ensure that account paperwork and member files are promptly completed and processed.Another key aspect of my role involves assisting with loan applications. I conduct interviews with consumers, discussing their financial needs, and diligently process their applications in accordance with our institution's guidelines. Seeing our members achieve their financial goals brings me immense satisfaction, and I thrive in providing exceptional customer service.Overall, my role as a Finance Professional combines sales, customer service, and administrative tasks to create a fulfilling and impactful position within our credit union. Show less

As an outbound and inbound sales representative at Salal Credit Union, I proactively contact prospective, new, and current members to cross-sell products and services, deepening and maintaining relationships. Sales and Cross-Selling: Recommend relevant products and services, assess member needs, and provide information to maximize member satisfaction and growth.Team Leadership: Act as a resource, monitor operational needs, and address escalated issues while maintaining a… Show more As an outbound and inbound sales representative at Salal Credit Union, I proactively contact prospective, new, and current members to cross-sell products and services, deepening and maintaining relationships. Sales and Cross-Selling: Recommend relevant products and services, assess member needs, and provide information to maximize member satisfaction and growth.Team Leadership: Act as a resource, monitor operational needs, and address escalated issues while maintaining a positive team culture.Member Engagement: Influence member engagement and retention through proactive contact and promotional opportunities.Sales Coaching: Provide direct sales coaching to the team based on observation and performance statistics.Exceptional Member Experiences: Assist in creating and maintaining practices that deliver exceptional member experiences.Documentation and Processes: Assist in creating and maintaining documentation for processes and procedures.Operational Functions: Lead the team in completing operational functions, including reporting, sales activities, meetings, and quality control.Outbound Calls: Make outbound calls to new members and prospects within specified intervals, maintaining feedback logs.Digital Sales Presentations: Develop and deliver professional and effective digital sales presentations.Follow-up and Queue Management: Proactively follow-up on applications and maintain an organized queue.Transaction Processing: Accurately process relevant transactions, transfers, applications, and account notations.Product and Service Knowledge: Demonstrate in-depth knowledge of products and services, meet certification requirements.Compliance and Record-Keeping: Comply with regulations and standards, complete required compliance training, and preserve records securely.Technology Utilization: Utilize network PC workstations, Internet service delivery systems, and Microsoft Office Suite proficiently. Show less

Washington, United States

Greater Seattle Area

As a Credit Union Teller/Banker, I provide exceptional financial services and personalized assistance to members. Member Service: Deliver outstanding customer service, answering inquiries, resolving concerns, and offering financial products and services tailored to members' needs.Cash Handling: Process accurate cash and non-cash transactions, maintain balanced cash drawer, and follow cash handling procedures for security.Sales and Cross-Selling: Proactively recommend… Show more As a Credit Union Teller/Banker, I provide exceptional financial services and personalized assistance to members. Member Service: Deliver outstanding customer service, answering inquiries, resolving concerns, and offering financial products and services tailored to members' needs.Cash Handling: Process accurate cash and non-cash transactions, maintain balanced cash drawer, and follow cash handling procedures for security.Sales and Cross-Selling: Proactively recommend relevant products, utilizing deep product knowledge to maximize member satisfaction and contribute to growth.Account Management: Assist with new account openings, perform maintenance tasks, and update member information.Loan Processing: Guide members through the application process, review creditworthiness, and present loan recommendations for approval.Financial Counseling: Provide basic financial guidance and educate members on suitable products and services.Compliance and Security: Follow regulatory guidelines, maintain confidentiality, and ensure data protection.Team Collaboration: Work effectively with colleagues to ensure seamless operations and exceptional member experiences. Contribute to a positive team culture. Show less

Greater Seattle Area

Experienced McDonald's Assistant Store Manager skilled in leading teams, optimizing operations, and driving financial performance. Adept at fostering a positive work environment and delivering exceptional customer service. Expertise in:Leadership and Team Management: Inspiring and motivating diverse teams through hiring, training, and performance management. Cultivating a collaborative work culture focused on continuous improvement.Operations Management: Overseeing all… Show more Experienced McDonald's Assistant Store Manager skilled in leading teams, optimizing operations, and driving financial performance. Adept at fostering a positive work environment and delivering exceptional customer service. Expertise in:Leadership and Team Management: Inspiring and motivating diverse teams through hiring, training, and performance management. Cultivating a collaborative work culture focused on continuous improvement.Operations Management: Overseeing all restaurant aspects, from food preparation to customer service, ensuring adherence to company standards. Streamlining workflows for efficient service delivery.Financial Performance: Driving profitability by managing labor, inventory, and expenses. Analyzing financial reports, identifying cost-saving opportunities, and implementing revenue-maximizing strategies.Customer Service Excellence: Ensuring outstanding experiences by upholding service, cleanliness, and product quality standards. Resolving concerns promptly and implementing measures to enhance satisfaction and loyalty.Compliance and Safety: Ensuring compliance with health, safety, and company regulations. Maintaining a safe work environment and upholding food safety protocols.Business Development: Identifying local market growth opportunities. Implementing marketing initiatives, promotions, and community engagement strategies to attract and retain customers.Reporting and Analysis: Assessing business performance through sales, expense, and performance reports. Utilizing data-driven insights to drive continuous improvement and achieve goals. Show less

Bachelor Of Science - Bs, Business Management Administration

Education record