Kelly Wurche
@kellywurche
Experienced loan underwriter with a customer-first approach.
What I'm looking for
I am a results-driven loan underwriting professional with over 10 years of experience in the banking sector, specializing in consumer and small business lending. My career has been marked by a commitment to delivering exceptional performance across the full loan lifecycle, from origination to closing. I have a proven track record in risk analysis and regulatory compliance, which allows me to make informed decisions that balance growth and risk management.
At Bank of Marin, I have successfully overseen a diverse portfolio of loan products, leading the creation and launch of new loan programs that meet customer demands while adhering to regulatory requirements. My dedication to providing top-tier customer service has earned me recognition as a trusted and award-winning professional. I take pride in mentoring my colleagues, fostering a collaborative environment that drives client satisfaction and operational excellence.
Experience
Work history, roles, and key accomplishments
Senior Consumer Loan Officer
Bank of Marin
Jan 2020 - Present (5 years 9 months)
Oversees a portfolio of loan products, including Personal, CD-Secured, Overdraft Lines, HELOCs, and Small Business loans, from origination to closing. Reviews and approves loan applications, verifying repayment ability and ensuring adequate loan-to-value ratios for secured property loans. Leads the creation and launch of new loan programs, in line with customer demands and regulatory requirements.
Consumer Loan Officer
Bank of Marin
Jan 2012 - Dec 2020 (8 years 11 months)
Evaluated and processed a variety of consumer loan applications, including Overdraft Lines of Credit, HELOCs, Personal Loans, and CD-Secured loans. Managed loan application decisions, ensuring proper adherence to regulatory standards and bank policies throughout the approval and decline process. Coordinated with title companies, insurance agents, and internal bank personnel to support loan decisio
Senior Customer Service Representative
Bank of Marin
Jan 2010 - Dec 2012 (2 years 11 months)
Delivered exceptional customer service by assisting clients with daily transactions, account maintenance, and inquiries. Organized and supervised office activities to facilitate seamless operations and enforce compliance with standards. Supervised vault activities, focusing on security and precision, while preparing audit reports.
Education
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Kelly hasn't added their education
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