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Kirsten Hartman
5873 Urban Court, Arvada, CO 80004
Personal: 720.878.8980
Work: Kirsten.hartman@suntrust.com Personal: kschauer81@gmail.com
Objective
To obtain a position that will allow me to exhibit my exceptional attention to detail, knowledge of
banking, and effective written and verbal communication skills.
Summary of Qualifications
10+ years experience of customer service
Vast experience in banking, mortgage, finance and collections
Experience with working in fast high paced environments
Experienced in Microsoft Office (Word, Excel, PowerPoint, Access, Outlook, Empower,
Sales Desktop, Lexis Nexus, ChannelLink, Real EC, Min/Mers).
Working knowledge of Fidelity/MSP, CMAX claims system
Experience
08/2016-present Urban Lending Solutions Broomfield, CO
Mortgage Loan Processor
Process loans within secondary market and client guidelines
Responsible for clearing conditions and issuing changes to the terms on previous approved
loans
Process subordinations and resolve appraisal disputes
Maintain a high level of customer service by being proactive in communication with
customers and sales partners
Obtain documentation in a timely manner from borrowers to meet client goals
05/2015-08/2016 Public Service Federal Credit Union Thornton, CO
Financial Services Consultant
Built internal/external relationships in underwriting, collections and accounting
Identified process/procedure gaps and resolved solutions to enhance member experience
Processed credit cards, signature loans, personal unsecured loans, auto loans and HELOC
Prepared and disbursed loan documents within established limits
Handled direct deposit functions including opening and closing member accounts,
certificates of deposit and various IRA accounts
Kirsten Hartman
02/2013 to 05/2015 Wells Fargo Bank Broomfield, CO &
Sioux Falls, SD
Student Loans Collections Specialist, Consumer Sales & Personal Banker
Assisted customers in finding a solution for delinquent student loans
Handled the opening/closing of deposit accounts, personal loans, auto loans and HELOC
Assisted in training new employees while helping peers with escalation calls
Recognized as top 10 for in department for exceeding sales goals
04/2011 to 02/2013 NCB Management Sioux Falls, SD
Collections Lead
Collected delinquent accounts on credit cards, loans and auto loans
Assisted with escalated phone calls
Coached associates and provided advice
Resolved complex issues with delinquent accounts

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Kirsten Hartman resume for banking and finance roles

  • 1. Kirsten Hartman 5873 Urban Court, Arvada, CO 80004 Personal: 720.878.8980 Work: Kirsten.hartman@suntrust.com Personal: kschauer81@gmail.com Objective To obtain a position that will allow me to exhibit my exceptional attention to detail, knowledge of banking, and effective written and verbal communication skills. Summary of Qualifications 10+ years experience of customer service Vast experience in banking, mortgage, finance and collections Experience with working in fast high paced environments Experienced in Microsoft Office (Word, Excel, PowerPoint, Access, Outlook, Empower, Sales Desktop, Lexis Nexus, ChannelLink, Real EC, Min/Mers). Working knowledge of Fidelity/MSP, CMAX claims system Experience 08/2016-present Urban Lending Solutions Broomfield, CO Mortgage Loan Processor Process loans within secondary market and client guidelines Responsible for clearing conditions and issuing changes to the terms on previous approved loans Process subordinations and resolve appraisal disputes Maintain a high level of customer service by being proactive in communication with customers and sales partners Obtain documentation in a timely manner from borrowers to meet client goals 05/2015-08/2016 Public Service Federal Credit Union Thornton, CO Financial Services Consultant Built internal/external relationships in underwriting, collections and accounting Identified process/procedure gaps and resolved solutions to enhance member experience Processed credit cards, signature loans, personal unsecured loans, auto loans and HELOC Prepared and disbursed loan documents within established limits Handled direct deposit functions including opening and closing member accounts, certificates of deposit and various IRA accounts
  • 2. Kirsten Hartman 02/2013 to 05/2015 Wells Fargo Bank Broomfield, CO & Sioux Falls, SD Student Loans Collections Specialist, Consumer Sales & Personal Banker Assisted customers in finding a solution for delinquent student loans Handled the opening/closing of deposit accounts, personal loans, auto loans and HELOC Assisted in training new employees while helping peers with escalation calls Recognized as top 10 for in department for exceeding sales goals 04/2011 to 02/2013 NCB Management Sioux Falls, SD Collections Lead Collected delinquent accounts on credit cards, loans and auto loans Assisted with escalated phone calls Coached associates and provided advice Resolved complex issues with delinquent accounts