Kaytie Smith

Kaytie Smith Email and Phone Number

Implementation Specialist @ TruStage
Kaytie Smith's Location
Utica, Michigan, United States, United States
Kaytie Smith's Contact Details

Kaytie Smith personal email

n/a
About Kaytie Smith

Experienced Implementation Specialist, Trainer and Product Manager with a demonstrated history of working in the deposit/lending compliant document prep, mortgage software and banking/finance industries. Skilled in Team Leadership, Public Speaking/Presentation, Training, and Product Management/Project Implementation.

Kaytie Smith's Current Company Details
TruStage

Trustage

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Implementation Specialist
Kaytie Smith Work Experience Details
  • Trustage
    Implementation Specialist Ii, Compliance Solutions
    Trustage May 2022 - Present
  • Trustage
    Senior Trainer And Instructional Designer
    Trustage Oct 2019 - May 2022
  • Trustage
    Trainer And Instructional Designer
    Trustage Apr 2019 - Oct 2019
  • Mortgage Builder Software
    Product Manager
    Mortgage Builder Software Sep 2016 - Mar 2019
    Managed several of Mortgage Builder's LOS software suite products/integrations (eSignature, eDocument Management, Closing Conduit, and others related to mortgage insurance, credit, and pricing).Job Description:Responsible for both product planning and product marketing. This includes managing the product throughout the product life-cycle, gathering and prioritizing product and customer requirements, defining the product vision, and working closely with engineering and QA to deliver successful products. This also includes ensuring that the product and marketing efforts support the company’s overall strategy and goals.Expectations/Responsibilities:Help define the product vision, strategy, and roadmapWork with external third parties to assess partnerships and licensing opportunitiesBe an expert with respect to the competitionDevelop the core positioning and messaging for the productPerform product demos to customersSet pricing to meet revenue and profitability goalsDevelop sales/implementation/training/support tools and collateralBrief and train the sales/implementation/support teamsAct as a leader within the companyAchievements:Successfully launched new eSignature vendor integration on timeSuccessfully launched beta integration phase with new document management platform ahead of schedule.Launched new document management platform on time live to two clients as part of a collaborative effort with multiple vendors.Created all implementation setup/training and support manuals as well as modules as related to product integrations under my responsibility.
  • Mortgage Builder Software
    Lead Trainer
    Mortgage Builder Software May 2016 - Sep 2016
    Provided onsite training to all clients on Mortgage Builder's software suite for loan officers, disclosure/setup coordinators, processors, underwriters, closers/funders, post-closers, and secondary. Completed monthly webinar trainings that were posted to company website for downloading.Worked with Corporate Training Manager on internal onboarding for new hires and training knowledge run-throughs for current staff.Worked with technical writer to keep documentation current/updated as necessary.Updated and maintained the client facing Knowledge Base with relevant articles/topics/discussion boards. Accomplishments:Helped develop new external role-based training modules for clients more tailored to their specific roles and the associated functionality. Created the trainer documentation to coordinate with each module.eSign Subject Matter Expert-- Handled all eSign inquiries/updates/project planning/releases and customer communications. Involved with design of new eSign vendor within the LOS system.
  • Mortgage Builder Software
    Implementation Coordinator
    Mortgage Builder Software May 2015 - May 2016
    Responsibilities:Implemented new/existing clients on Mortgage Builder's loan origination software suite..Managed all projects associated with getting software implemented for new/existing clients (installation, setup, training, go-live)Trained client admin and end users on Mortgage Builder's software suite and integrations via webinars and on sites.Accomplishments:eSign Subject Matter Expert--Handled all eSign implementations/inquiries/updates/project planning/releases and customer communications. Involved with decision to switch to a new eSign vendor for our clients to address their needs and improve quality.
  • Mortgage Builder Software
    Customer Account Specialist
    Mortgage Builder Software Apr 2013 - May 2015
    Responsibilities:Handled client customer support issues via ticketing system and responded within SLA determined timeframe. Answered incoming customer support phone calls (including covering support hours for a late night and weekends). Trained all client admin and end users on the software suite and integrations (before implementation team was created).Accomplishments: Took over roll as eSign subject matter expert. Handled all eSign implementations/inquiries/updates/project planning/releases and customer communications.
  • Jpmorgan Chase
    Assistant Branch Manager/ Assistant Vice President
    Jpmorgan Chase 2010 - 2012
    Responsibilities:Managed operational functions including loss control, compliance, and customer retention and audit standardsSupervised, coached and developed Tellers, Senior Tellers and Lead Tellers regarding policies, procedures, products, systems and banking transactionsDrew upon a strong knowledge of branch operations, paying and receiving transactions, regulatory compliance, and bank policy & procedureLead and developed branch teller staff to meet customer's service needs and to foster an environment in which all employees can perform their best work in a team environment.Accomplishments:Consistently exceeded campaign goals as an Assistant Branch Manager.Continually coached my team to provide an excellent Customer Experience; evident by receiving Gold Q1 and Silver Q2 rankings nationally for Outstanding Customer ServiceMaintained Satisfactory audit ranking
  • Bank Of America
    Assistant Banking Center Manager
    Bank Of America Feb 2002 - Oct 2010
    Responsibilities:Directly worked with customers to build relationships, undercover and satisfy their needs through the sale of financial products and services. Spent a majority of my time on the sales floor, by greeting customers, directing them to the appropriate areas Ensured the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service. Established the staffing schedule for the banking center and assisting with teller recruiting and performance management activities. Supervised and coached teams on the proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same. Ensured completion of regulatory compliance and training specific to sales and service responsibilities for branch associates. Managed difficult situations with customers and providing clients with information, data and advice. Ensured daily implementation of Banking Center Manager’s directives.Handled cash transactions; maintaining a cash drawer and cash vault when necessary.Accomplishments:Exceeded loan goals by double in 2003 through 2006 as a banker.Tripled annuity goals within first month as a Licensed Banker in 2006.Excellent customer service skills; consistently ranked in the top twenty percent.Coached/Motivated the Martin/Harper banking center to achieve the Divisional Award of Excellence in 2007.Consistently exceeded quarter and annual goals as Assistant Manager.The only Assistant Manager nominated for the Gold Standard Coaching Award for the Metro-Detroit Market in 2009.

Kaytie Smith Skills

Loans Banking Mortgage Lending Mortgage Banking Financial Services Credit Loan Origination Customer Service Training Relationship Management Consumer Lending Residential Mortgages Refinance Finance Sales Leadership Time Management Product Management Project Implementation Software Implementation Product Launch Project Planning Software Project Management Product Design Public Speaking Presentation Skills Vendor Management Management Agile Methodologies Jira Confluence Software Development Life Cycle Microsoft Office Strategy Team Leadership Cross Functional Team Leadership Integration Strategic Planning Business Process Improvement Competitive Analysis Software As A Service Visio Team Building User Stories

Kaytie Smith Education Details

Frequently Asked Questions about Kaytie Smith

What company does Kaytie Smith work for?

Kaytie Smith works for Trustage

What is Kaytie Smith's role at the current company?

Kaytie Smith's current role is Implementation Specialist.

What is Kaytie Smith's email address?

Kaytie Smith's email address is ka****@****der.com

What schools did Kaytie Smith attend?

Kaytie Smith attended Walsh College Of Accountancy And Business Administration, University Of Michigan.

What skills is Kaytie Smith known for?

Kaytie Smith has skills like Loans, Banking, Mortgage Lending, Mortgage Banking, Financial Services, Credit, Loan Origination, Customer Service, Training, Relationship Management, Consumer Lending, Residential Mortgages.

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