Kayla Pilsl Email & Phone Number

Kansas City, Missouri, United States

Overland Park, Kansas, United States

• Database Management: Efficiently track all activity between loan officer and all referrals, referral partners, current clients, and past clients. Maintaining monthly budgets for all activities and events.• Marketing: Managing all avenues of marketing for loan officer including but not limited to monthly newsletters, mailings, email blasts, and managing all social media outlets.• Event Coordinating: Effectively executing large client events. Tasks include budget management, communicating with vendors, event marketing, and handling all contact with invitees. • Client Care: The Client Care Specialist will help loan officer and loan officer partner ensure a smooth transaction for all clients during and after a loan closes.

Leawood Ks

I provide the highest level of client service to all bank clients, prospects and employees utilizing in-depth knowledge of bank products and programs as well as leveraging team members within the bank. I'm responsible for accurately processing transactions, opening accounts, guiding clients to additional products and services that may benefit them, and performing the various transactions necessary to provide Alterra Bank clients with a consistently unparalleled client experience.

I Provided executive-level administrative support and demonstrated the ability to improvise, improve procedures, and meet demanding deadlines.Managed details of large-scale client events, travel arrangements, corporate agendas and itineraries. Processed monthly expense reports reflecting supporting documents. I effectively communicated new banking regulations to consumers through written communication. Reported to the Chief Strategy Officer to coordinate marketing requests, assisted with website changes and worked as a liaison with marketing vendors and provided internal support.