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Kari Marshall

@karimarshall

Fixed Route Driver at Madison County Transit, safely transporting passengers on designated routes.

United States
Message

At Madison County Transit, I perform daily pre-trip vehicle inspections and safely transport passengers on designated routes while adhering to schedules. I also assist passengers boarding and disembarking and collect fares.

At First Student, I worked as a School Bus Driver and traveling trainer, assisting with new location ramp-ups in Illinois, Iowa, and Missouri. As head trainer, I trained new drivers to prepare for state testing to obtain their CDL.

At Wells Fargo Bank, I provided subject matter expert oversight for 60 underwriters and loan processors to support loan accuracy and compliance with federal regulations. I achieved 114% of my processing goal in 2012 and 2013, ranked in the top 6% of processing producers in 2013, and successfully closed an average of 27 loans per month.

Experience

Work history, roles, and key accomplishments

Wells Fargo Advisors logoWA

Securities Operations Service Specialist 3

Wells Fargo Advisors

Mar 2015 - Mar 2019 (4 years)

Reviewed team member calls for quality assurance according to company guidelines. Coached team members when guidelines were not met and offered additional tools to help them improve, provided clients with price quotes on securities and financial information, and assisted Financial Advisors correct security purchase errors.

DN

Customer Advocate

Dearborn National

Jun 2014 - Jan 2015 (7 months)

Worked on phone in call center to assist members and physicians by responding to telephone and written inquiries. Performed reviews on questionable claims by conducting agent and claimant interviews to correct omissions and errors, and determined liability outlined in coverage.

Wells Fargo Bank logoWB

Loan Document Specialist 3

Aug 2010 - Dec 2013 (3 years 4 months)

Provided subject matter expert oversight for 60 underwriters and loan processors to ensure loan accuracy and compliance with federal regulations. Served as department escalation contact to actively resolve both internal and client-related issues, achieving 114% of processing goal for 2012 and 2013, and successfully closed an average of 27 loans per month.

Education

Degrees, certifications, and relevant coursework

AS

Amistad High School

High School Diploma, High School Diploma

Completed high school education with a focus on general studies.

Tech stack

Software and tools used professionally

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