Senior Registration Specialist
Current
Dec 2020 - Present
AeroLeads people directory · profile
Kelly Cassidy Email & Phone Number
Compliance Registration at Edward Jones
at
Edward Jones
1 work email found
@edwardjones.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Compliance Registration at Edward Jones
Location
Greater St. Louis, United States, United States
Company size
Who is Kelly Cassidy? Overview
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Quick answer
Kelly Cassidy is listed as Compliance Registration at Edward Jones at Edward Jones, a company with 35357 employees, based in Greater St. Louis, United States, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Kelly Cassidy.
Kelly Cassidy previously worked as Senior Registration Specialist at Edward Jones and Compliance Verifications at Edward Jones. Kelly Cassidy holds Criminal Justice from Southwest Texas State University.
Company email context
Email format at Edward Jones
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{first}.{last}@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Kelly Cassidy. Compare company email patterns before reaching out.
Profile bio
About Kelly Cassidy
Utilizes exceptional customer service skills to work effectively in professional atmosphere. Self motivated; strong organizational and problem solving skills.Specialties: attention to detail, verification of state registrations and qualifying exams. Branch registrations, Second Branch registrations, FINRA, First Advantage, PeopleSoft, Apex
Listed skills include Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, and 28 others.
Current workplace
Kelly Cassidy's current company
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Edward Jones
11 roles
Kelly Cassidy work experience
A career timeline built from the work history available for this profile.
Compliance Verifications
Jan 2019 - Dec 2020
Loan Processor 3
- Assigned pipelines and maintained status with loan officer and borrowers
- Reviewed AUS or DU findings to know the necessary documentation required to proceed and request from borrower
- Ordered third party documents (flood, title, appraisal, tax transcripts)
- Verified income and asset documentation;
- Requested closing disclosure within a week from closing date
Aug 2017 - Nov 2018
Mortgage Loan Processor
- Sent welcome letters to borrowers and advised of any missing documents needed
- Reviewed AUS or DU findings
- Ordered third party documents (flood, title, appraisal, tax transcripts)
- Calculated income and verified asset documentation
- Provided change of circumstance as needed
- Ordered closing disclosure in timely manner
Jul 2016 - Jul 2017
Loan Processor
- Assigned pipelines and maintained daily status with loan officer
- Ordered third party documents (flood, title, appraisal, tax transcripts)
- Reviewed credit report and factual ID for any variances
- Verified income and asset documentation
- Confirmed cash to close with borrower
- Assisted bank with customer service calls and account related questions
May 2014 - Jul 2016
Criminal Justice Intern
Cumberland County Sheriff'S Office
Aug 2012 - Jun 2013
Loan Document Specialist Iii
- Received initial loan pkg from Processors to prepare closing package to atty's
- Verified information in file is accurate: Hazard/Taxes knowledge and gather any additional escrow information that borrowers may need to sign at closing
- Assisted Attorneys and/or title companies daily with review of Hud-1 statements
- Uploaded and disbursed wires for daily fundings
- Ordered updated payoffs if necessary prior to closing
- Communicated with attys regarding st regulations and any area of uncertainty
Mar 2009 - Dec 2012
Sr. Closer / Team Lead
- UW Asst 07–08
- Selected by mgmt for addl responsibility along with sr closer/team lead
- Rvwd initial loan pkgs and obtained VVOE
- Ordered updated credit reports and payoff's
- Efficiently maintained daily pipeline reports
- Contacted Hazard agent for any updated info Team Lead/Sr Closer, 2004–2008
Jun 2004 - Oct 2008
Closing Team Leader
Loanstream
Nov 2002 - Dec 2003
Sr. Closer
- Sr Closer / UW Coordinator
- Receive loan from uw and review documentation for prep of closing docs
- Verify sales price, appraised value, interest rate and property info
- Order loan docs with atty’s office and rvw title commitments on out of st loans
- Constant communication with local and out of state AEs and Brokers for file status
- Assist title companies daily with review of Hud-1 statements and funding requirements
Apr 1997 - Nov 2002
Account Manager / Bankruptcy Specialist
Shanks,Tritter & Ledbetter
- Account Manager, 1995–1997
- Directed the prep of mtg loan docs
- Performed final review of loan docs and authorize release of docs to Lender
- Resolved client’s Legal Issues and prepared misc Legal docs
- Maintained open communications with clients and title companies
- Review title commitments and surveys and advised of any legal issues
Jan 1991 - Apr 1997
Team & coworkers
Colleagues at Edward Jones
Other employees you can reach at edwardjones.com. View company contacts for 35357 employees →
DK
Dan Knight
Colleague at Edward Jones
Louisville, Kentucky, United States, United States
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BR
Blake R.
Colleague at Edward Jones
United States, United States
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VG
Virgil Gant
Colleague at Edward Jones
Pearland, Texas, United States, United States
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SG
Sambasivarao Gopi
Colleague at Edward Jones
Plano, Texas, United States, United States
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BB
Bret Borgeson
Colleague at Edward Jones
Anchorage, Alaska, United States, United States
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JS
Jennifer Shinn, Cfp®
Colleague at Edward Jones
St Cloud, Minnesota, United States, United States
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JS
Jessi Schaefer
Colleague at Edward Jones
Knoxville, Tennessee, United States, United States
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BW
Brandon Willert, Cfp®, Aams®
Colleague at Edward Jones
Greater Colorado Springs Area, United States
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DB
Donna Bargo
Colleague at Edward Jones
Dayton, Ohio, United States, United States
View →
VL
Victoria Llanes
Colleague at Edward Jones
Dallas-Fort Worth Metroplex, United States
View →
Dan Knight
Colleague at Edward Jones
Louisville, Kentucky, United States, United States
View →
BR
Blake R.
Colleague at Edward Jones
United States, United States
View →
VG
Virgil Gant
Colleague at Edward Jones
Pearland, Texas, United States, United States
View →
SG
Sambasivarao Gopi
Colleague at Edward Jones
Plano, Texas, United States, United States
View →
BB
Bret Borgeson
Colleague at Edward Jones
Anchorage, Alaska, United States, United States
View →
JS
Jennifer Shinn, Cfp®
Colleague at Edward Jones
St Cloud, Minnesota, United States, United States
View →
JS
Jessi Schaefer
Colleague at Edward Jones
Knoxville, Tennessee, United States, United States
View →
BW
Brandon Willert, Cfp®, Aams®
Colleague at Edward Jones
Greater Colorado Springs Area, United States
View →
DB
Donna Bargo
Colleague at Edward Jones
Dayton, Ohio, United States, United States
View →
VL
Victoria Llanes
Colleague at Edward Jones
Dallas-Fort Worth Metroplex, United States
View →
3 education records
Kelly Cassidy education
Criminal Justice
Associate Of Science (As), Criminal Justice Technology, Gpa 3.885
High School Diploma, General Studies
Kingwood High School
FAQ
Frequently asked questions about Kelly Cassidy
Quick answers generated from the profile data available on this page.
What company does Kelly Cassidy work for?
Kelly Cassidy works for Edward Jones.
What is Kelly Cassidy's role at Edward Jones?
Kelly Cassidy is listed as Compliance Registration at Edward Jones at Edward Jones.
What is Kelly Cassidy's email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Kelly Cassidy at Edward Jones.
Where is Kelly Cassidy based?
Kelly Cassidy is based in Greater St. Louis, United States, United States while working with Edward Jones.
What companies has Kelly Cassidy worked for?
Kelly Cassidy has worked for Edward Jones, U.S. Bank, Caliber Home Loans, Inc., Morton Community Bank, and Cumberland County Sheriff'S Office.
Who are Kelly Cassidy's colleagues at Edward Jones?
Kelly Cassidy's colleagues at Edward Jones include Dan Knight, Blake R., Virgil Gant, Sambasivarao Gopi, and Bret Borgeson.
How can I contact Kelly Cassidy?
You can use AeroLeads to view verified contact signals for Kelly Cassidy at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Kelly Cassidy attend?
Kelly Cassidy holds Criminal Justice from Southwest Texas State University.
What skills is Kelly Cassidy known for?
Kelly Cassidy is listed with skills including Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, Mortgage Underwriting, Loan Origination, Fha, and Credit.
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