Brittney Kelley

Provided white-glove client service for a team of two advisors supporting $145M AUM across multiple custodians. Managed day-to-day client communications and CRM data, and orchestrated an Annual Client Appreciation Event for 30+ high net worth households.

Coordinated end-to-end loan processing while supporting both business-to-business and business-to-consumer relationships. Conducted pre-closing compliance audits, managed an on-site team coordination for 20 people on short notice, and led processing for chattel loans and lease-to-own manufactured home financing.

Spearheaded processing for new purchases and refinances for a team of five loan originators, improving workflow efficiency. Reviewed and updated fees using title work and executed fraud report analysis to enhance security and mitigate risk.

Performed outreach via cold calls to businesses and consumers, building client relationships and generating leads. Delivered and set up catering events with coordinated planning and contributed to menu development based on culinary preferences and dietary restrictions.

Managed mortgage loan setup for a team of loan originators to keep the lending process moving smoothly. Coordinated appraisal ordering and review, handled client paperwork, and liaised between clients, vendors, and the sales team.

Activities and societies: Rho Lambda; National Sorority Leadership Recognition Society—Excellence in Communication Award.

Earned a Bachelor of Science in Journalism at Middle Tennessee State University. Recognized through Rho Lambda and the National Sorority Leadership Recognition Society Excellence in Communication Award.