Katelyn Beidler Email & Phone Number

Savannah, Georgia, United States

In my position I am a leader of the branch. I support my team to reach the goals myself and the upper management team set, highly focused on loan volume and delinquency. I handle high risk accounts, ensure our clients satisfaction and create a game plan and atmosphere for my team to succeed. I build partnerships with car dealers and other businesses in my community to provide financing and create further channels for growth. Operationally I process audits, work up modifications, underwrite applications, file legals and titles, amongst other responsibilities.

Grand Rapids, Michigan, United States

Assist with all processes and queues during mortgage, equity, non-equity and bankcard lending application. Advise banker on requirements of application, next steps and assist in problem solving unique situations. Route applications to appropriate parties and utilize teamwork with each division to review options and move applications through each stage and continually lower application turn around times. Review and advise on credit reports. Ensure policies and procedures are done properly to lower risk

Greater Grand Rapids, Michigan Area

Wyoming, Michigan

Uncover financial needs through discovery conversations, assist with opening accounts and taking loan/credit card applications, open/close the branch. I was in charge of auditing the ATM, vault as well as fellow employees and managers. Assisted with training new employees. Refer clients to business partners for various financial assistance

Attend networking events and grow connections with the community to better assist my clients financial picture. Grow book of business through various different avenues. Write and send mortgage lead monthly. Take insurance applications as well as set up investment accounts. Train new employees on best practices to succeed. Held Life/Health License as well as Series 6 & 63

Greater Grand Rapids, Michigan Area

Agent licensed to sell insurance through New York Life Insurance Company.

Milan Area, Italy

For this company my responsibilities include: - Working with English speaking clients - Working on English language proposals - Contacting designers and clients - Helping manage orders and incoming business - Working on showroom floor - Setting up the showroom, - Social media and marketing - Various tasks related to general business in fashion industry

Create scheduling for the team. Conduct audits on employees and vault. Create and delegate completion of new floor sets. Unload, process, sort and set weekly trucks. Handle cash transactions. Conduct interviews for new employees and assist in selecting. Manager on duty in charge of securing premise at opening or close. Team lead on new technological implementation and ensuring the team is prepared and trained

Big Rapids, Mi

Taught both Zumba and Cardio Kickboxing. Each twice a week. Made up own choreography/workout routines. Continually changed and grew programs to best fit my clients

Customer service. Setting daily, weekly, and monthly goals. Assisting in floor set changes. Online/Store to store purchase fulfillment. Prepping and placing merchandise. Managing employees. Nightly sign changes. Ensuring continuous training and growth.

Customer service. Floor set changes. Opening and closing the store. Prepping for inventory. Sign changes. Deposit drops. Managing employees. Upselling. Training employees and fellow management. Traveling manager, worked in 5 different locations.