Kelsey Daniel

Kelsey Daniel

$18/hr
Data compiling and organization, collections, research
Reply rate:
-
Availability:
Hourly ($/hour)
Age:
33 years old
Location:
Greensboro, North Carolina, United States
Experience:
3 years
Professional Experience Branch Banking and Trust Company (BB&T), Greensboro, NC Commercial Fulfillment Specialist March 2017 - Present Responsible for efficient delivery of services to internal and external clients for all related activities including, but not limited to, loan set-up, processing, closing, funding, and post-closing function. This includes researching client and loan request information. Manage documentation quality to ensure it meets or exceeds Bank’s exception rate goal by identifying required loan documentation for various loan types and pledged collateral, consistently monitor exception activity and provide timely follow-up and clearing of exceptions. This includes follow-up on any identified BSA/AML/OFAC flags. Ensure consistent application of the Bank’s procedures and processes related to Commercial Fulfillment Assist in the management and reconciliation of the Commercial Fulfillment General Ledger Perform high volume, complex monetary transactions on commercial loans Contribute to the development and maintenance of job aid’s for BB&T Commercial Fulfillment centers Complete ongoing training to ensure proper and up to date knowledge of policies, procedures, and regulations were utilized and adhered to at all times Johns Plumbing, Heating and Air Conditioning Inc., Greensboro, NC Dispatcher and Collections Manager March 2016 - March 2017 Conferred with clients to schedule and dispatch technician service calls to fulfill client needs in a timely manner Developed and streamlined the collection process and associated procedures Performed invoicing and follow-up on work orders to ensure timely collection of payables Preferred Childcare, Inc., Kernersville, NC Placement Coordinator January 2013 - December 2014 Assessed nannies and families to successfully match over 100 nannies to 1,600 families based on personality, experience and expectations Placed full time, part time and on call nanny placements Evaluated employee performance and placements weekly to provide coaching and enhance employee development Newcomer’s School, Greensboro, NC Social Work Intern January 2013 - June 2013 Served alongside school social worker to assess and understand the needs of an underserved immigrant population Advised on methods to address the needs of the students and their families identified during risk assessments Assisted in a classroom of 9 to 12 year olds to help integrate new students into the American school system and culture Fundacio Ateneu Sant Roc, Badalona, Spain Social Work Intern August 2012 - December 2012 Supervised participants of an after school program in a low-income neighborhood outside of Barcelona Helped prepare and perform daily activities for children between the ages of 5 and 12 Professional Application Skills AFS Vision, Bankpro, Construction Loan Control System, Microsoft Office and Bluezone Education University of North Carolina at Greensboro, Greensboro, NC Bachelor of Science, Social Work May 2018 Member of Global Work with Immigrant Children Scholarship Program Volunteer Experience Member of the Young Leaders United, Spring 2017- Present BB&T Lighthouse Project, 2017 & 2018
Get your freelancer profile up and running. View the step by step guide to set up a freelancer profile so you can land your dream job.