Open to opportunities

Jake Kielmann

@jakekielmann

Message

I am a financial services leader specializing in lending, client experience, and regulatory compliance.

United States

Message

What I'm looking for

I'm seeking a client-focused financial services role where I can lead teams, grow lending portfolios, ensure compliance, and improve customer experience. I value a collaborative culture, professional development, and community engagement.

I am a results-driven financial services leader with 5+ years' experience in banking, lending, and financial wellness, focused on building strong client relationships, driving sales growth, and ensuring regulatory compliance. I was ranked #1 in new account sales for the Southern Colorado Region (Q1 2025), boosted branch satisfaction scores by 40%+, and contributed to a Branch of the Year award.

I lead branch operations including scheduling, training, and performance management, and have managed loss mitigation programs, mortgage/rental forgiveness, and fraud investigations while training 150+ underwriters. I seek roles where I can coach high-performing teams, expand business development efforts, and deliver measurable improvements in customer satisfaction and risk controls.

Experience

Work history, roles, and key accomplishments

Current

Financial Wellness Consultant

Current

KeyBank

Apr 2024 - Present (2 years 2 months)

Lead branch operations and business development, ensuring regulatory compliance and improving performance; ranked #1 in new account sales for the Southern Colorado Region (Q1 2025) and increased branch satisfaction by 40%+.

Business Development Regulatory Compliance Client Relationship Management Staff Training Performance Management Community Outreach

Lending Specialist

Illinois Housing Development Authority

Apr 2021 - Mar 2024 (2 years 11 months)

Managed loss mitigation programs and fraud investigations, delivered training to 150+ underwriters, and ensured legal compliance while facilitating transitions to permanent housing.

Fraud Investigation Regulatory Compliance Training Delivery Mortgage Servicing

Loan Officer / Processor

ACAP SME, LLC

Jan 2021 - Apr 2021 (3 months)

Guided businesses through complex loan applications and compliance reviews, delivering PPP loans that helped prevent COVID-19-related closures.

Loan Origination PPP Loans Underwriting Documentation Loan Processing

Bank Teller / CSR

Citizens Bank

Oct 2020 - Jan 2021 (3 months)

Provided customer service, resolved client issues, and identified cross-sell opportunities to exceed sales targets during a short-term branch assignment.

Customer Service Sales Cross Selling