KRISTINE YORI
Springboro
Summary
Solution-oriented professional who thrives on solving complex problems with creativity.
Proven track record of enhancing team collaboration and optimizing workflows. Eager to become a team member of Erie Insurance - a forward-thinking company that respects, supports, and values their employees. Guaranteed to make a coworker's day by sharing a story, a smile, or a snack.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Commercial Relationship Representative III -
First National Bank
01.2021 - Current
- Administer Commercial Deposit Accounts for business clients, ensuring regulatory compliance, operational accuracy, and client satisfaction. Partner with Treasury Specialists to implement cash management solutions, including ACH, wire, and fraud prevention tools
- Facilitate the loan application, approval, and closing processes for Commercial Clients by building loan applications and across several platforms
- Support Commercial Lenders through input of client information, including credit reports, tax returns, and current financial data, enabling development of tailored financial plans for each client
- Created and facilitated a specialized loan organization system which streamlined the process of closing over $32,000,000 in loans for the Northwest Region
- Strategically manage complex calendars, ensuring partner time is dedicated to high-impact priorities and critical decision-making
- Conduct market research to identify potential clients and areas for expansion
- Collaborate with Compliance, Legal, and Credit Risk departments to ensure all bank-issued documentation meets internal policy and regulatory requirements
- Assist Regional Manager and Senior Vice Presidents during training sessions to ensure all employees complete the programs in a timely, efficient manner
- Developed and delivered comprehensive training modules on AML, BSA, ECOA, and CRA regulations, boosting team compliance awareness and reducing operational risk
- And so much more; details available upon request
Assistant Branch Manager -
First National Bank
12.2019 - 01.2021
Operations Coordinator -
Westminster Group Companies
01.2018 - 12.2019
Education
Early Childhood Special Education
Edinboro University of Pennsylvania
Edinboro, PASkills
- Resource Management
- Organization
- Adaptability
- Collaboration
- Innovation
- Commitment to Excellence
Certification
- Notary Public, State of PA - Commission Number 1332552
Timeline
Commercial Relationship Representative III -
First National Bank
01.2021 - Current
Assistant Branch Manager -
First National Bank
12.2019 - 01.2021
Operations Coordinator -
Westminster Group Companies
01.2018 - 12.2019
Early Childhood Special Education
Edinboro University of Pennsylvania