Kaelyn Ryan
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Kaelyn Ryan Email & Phone Number

New Business and Data Processing Specialist at WealthVest
Location: Bozeman, Montana, United States 10 work roles
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Current company
Role
New Business and Data Processing Specialist
Location
Bozeman, Montana, United States
Company size

Who is Kaelyn Ryan? Overview

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Quick answer

Kaelyn Ryan is listed as New Business and Data Processing Specialist at WealthVest, a company with 131 employees, based in Bozeman, Montana, United States. AeroLeads shows a matched LinkedIn profile for Kaelyn Ryan.

Kaelyn Ryan previously worked as New Business/Data Processing Specialist at Wealthvest and New Business Specialist at Wealthvest.

Company email context

Email format at WealthVest

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WealthVest

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Profile bio

About Kaelyn Ryan

Detail-oriented and organized professional skilled in managing multiple projects with accuracy and efficiency. A reliable team player with a proactive approach to problem-solving and a commitment to meeting deadlines. I bring strong attention to detail and adaptability, always ready to support team success and tackle new challenges.

Current workplace

Kaelyn Ryan's current company

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WealthVest
Wealthvest
New Business and Data Processing Specialist
Billings, MT, US
Website
Employees
131
AeroLeads page
10 roles

Kaelyn Ryan work experience

A career timeline built from the work history available for this profile.

New Business And Data Processing Specialist

Billings, MT, US

New Business/Data Processing Specialist

Current

Bozeman, Montana, United States

Aug 2024 - Present

New Business Specialist

Current

Bozeman, Montana, United States

May 2024 - Present

Operations Specialist

Livingston, Montana, United States

  • Completed non-posts, ACH stop payments, and incoming returns daily by researching and sending them to the branches for decision.
  • Processed Canadian checks and foreign currency orders.
  • Verified foreign and domestic wires ensuring all information would be sent out accurately.
  • Balanced multiple general ledger accounts daily.
  • Performed debit card maintenance and processed levies.
Mar 2023 - Feb 2024

Facilities Maintenance Admin Assistant

Oklahoma City, Oklahoma, United States

  • Uploaded and checked the accuracy of 40,000 company assets in Service Channel.
  • Helped get vendors set up in Service Channel by walking them through where to upload documents and sending email reminders of what is needed.
Apr 2022 - Jan 2023

Buyers Assistant

Belgrade, Montana, United States

  • Typed purchase orders into the system.
  • Received orders and re-distributed products to stores in the system while ensuring everything was accurate.
Aug 2019 - Mar 2020

Mortgage Pipeline Specialist

Bozeman, Montana, United States

  • Monitored loan pipelines and sent reminders to staff members regarding ECOA and Initial Disclosure compliance.
  • Created a report for the mortgage department using data from Mercury Network to help staff when disclosing fees for appraisals.
Dec 2018 - May 2019

Mortgage Loan Set Up Specialist

Bozeman, Montana, United States

  • Created a report with Mercury Network to track the appraisal status for the loan officers and assistants. The report was created to also help solve appraisals coming in on time.
  • Ordered verifications of employment, appraisals, and title work for all loans and sent the documentation to the right staff members once received.
Jun 2018 - Dec 2018

Hr/Payroll Support Coordinator

Bozeman, Montana, United States

  • Temporary position hired to transfer 100+ employee files to a new computer system.
  • Organized terminated employee documents and prepared their I-9 and EEO-1 forms for retention.
Sep 2017 - Mar 2018

Teller

Livingston, Montana, United States

  • Completed transactions for customers such as deposits, withdrawals, and transfers.
  • Helped customers with wire transfers, cash advances, and closing accounts while providing excellent customer service.
Sep 2016 - Jun 2017
Team & coworkers

Colleagues at WealthVest

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FAQ

Frequently asked questions about Kaelyn Ryan

Quick answers generated from the profile data available on this page.

What company does Kaelyn Ryan work for?

Kaelyn Ryan works for WealthVest.

What is Kaelyn Ryan's role at WealthVest?

Kaelyn Ryan is listed as New Business and Data Processing Specialist at WealthVest.

Where is Kaelyn Ryan based?

Kaelyn Ryan is based in Bozeman, Montana, United States while working with WealthVest.

What companies has Kaelyn Ryan worked for?

Kaelyn Ryan has worked for Wealthvest, American Bank Montana, Love'S Travel Stops, Montana Gift Corral, and Opportunity Bank Of Montana.

Who are Kaelyn Ryan's colleagues at WealthVest?

Kaelyn Ryan's colleagues at WealthVest include Darryl Aube, Tiffany A., Sydney Clough, Andrew Keizer, and Megan Taylor.

How can I contact Kaelyn Ryan?

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