Kelly Lam Email & Phone Number

Lake Forest, Ca, Us

Irvine, California, United States

Advanced to Senior Escrow Assistant learning Sale Escrow for both Personal and Commercial while coordination multiple transactions concurrently.

Irvine, Ca

Transitioned to Escrow after six plus years of a multitude of retail and operational banking positions. Learned the process of Commercial Refinance from all aspects from opening to recording. Opened files, processed and generated documents, arranged signings, ordered demands, fundings, balancing, closings and post closing tasks.

Irvine, California, United States

Reviewed accounts opened institution wide for accuracy, completion and regulatory requirements. Completed projects related to the merger and acquisition including but not limited to business documentation and procedures. Lead a team of four while diving tasks and coordinating schedules.

Irvine, Ca

Provided operational support to 8 lines of business within the Depository Services unit: Commercial Depository Services / Fiduciary Banking, Commercial New Accounts, Treasury Management Support, Service Call Center, Quality Control, Wire Transfer Department, Banking Operations, and Banking Services. Managed special projects while interfacing with many executives while also providing updated timelines and managing accountability of partners within the project. Created forms and procedures across multiple departments.

Irvine, Ca

Conducted audits of accounts opened institution wide. Created procedures and internal guides since nearly the conception of the conception of the department. Provided approvals for prospective clients. Conducted new employee training and updating of procedural changes.

Irvine, Ca

Supported business online banking clients digitally to complete and troubleshoot online Wire and ACH Transfers, Remote and Mobile Deposits, Positive Pay, Lockbox, Loan Advancements, and more; conduted client training, new client set-ups, daily positive pay flow, daily NACHA reporting, daily Loomis vault balancing. Created internal training materials and provided new employee training.

Arlington, Washington

-Assist the Relationship Banking Manager in managing the day to day activities of the banking office to ensure exceptional client experience, operational efficiency, compliance and adherence to policies and procedures, and risk mitigation.-Responsible for attaining banking office goals via business development activities-Develop new business, manage existing relationships, and retain meaningful relationships.-Ensure the completion of required documentation, checklists, processes, and workflows to comply with bank policies and procedures.-Achieve satisfactory risk reviews-Act as mentor for new team members and or for more complex and transactions-Provide approvals for various transactions within approved authority limits.-Ensure effective handling of client requests and resolution of client issues in a timely manner.-Deliver exceptional client experience and find creative solutions to everyday challenges.-Assist in championing change.-Identify and make recommendations for process improvements.-Effectively partner and refer to internal and external Opus Bank partners.-Responsible for adherence to all compliance and security programs, including but not limited to, completion of all required and assigned training modules and certifications by established due dates and deadlines.

Designing advertisementsMarketingNetworkingMicrosoft Office proficient

Bachelor Of Arts - Ba, Business Administration And Management, General

Associate Of Science - As, Business Administration And Management, General