Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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KRISTAN WALSH

Dickson

Summary

Results-driven professional with expertise in customer service, bookkeeping, and office management. Proven ability to enhance operational efficiency through strategic planning and effective leadership. Strong track record in building client relationships and implementing financial strategies that drive growth. Adaptable team player with excellent analytical and communication skills, committed to continuous improvement.

Overview

12
12
years of professional experience

Work History

Branch Manager

Regional Finance
02.2021 - 07.2025
  • Trained new hire employees for other branch locations while completing daily tasks, taking payments, calling delinquent accounts, and process/decision loan applications. Proficient in skip tracing 30 plus day delinquent accounts, managing loan closings, expertly selling ancillary products while following policy and laws. I have received multiple 5-Star customer service reviews on branch and have built a good rapport and customer base. I am trained and proficient at all Branch Manager duties. Well versed in reporting, targets, and goal setting.
  • Awards- Chairmans Forum winner, twice. Lowest Charge-off, Highest ROA (Return on Assets), Lowest Delinquency.

Customer Service Representative

Republic Finance, LLC
01.2018 - 02.2021
  • Process loan applications and loan closings, collect on 30 plus day delinquent accounts, process paperwork for beginning stages of legal proceedings, selling ancillary products, processing in office and phone payments with high accuracy, answering phone calls with a courteous demeanor, assisting customers in office and over phone, filing documents in a precise manner all while upholding the standards of excellent customer service etiquette.

Credit Manager 1

Heights Finance Corporation
10.2014 - 01.2018
  • Process loan applications and loan closings, collect 30 plus day delinquent accounts, selling of ancillary products, accurately processing bankruptcy, legal and in office payments, answering phone calls with a courteous demeanor, assisting customers in office and over phone, cash handling with high accuracy.

Cash Manager

Speedee Cash
05.2013 - 10.2014
  • Collecting information necessary to accurately and effectively process and approve loans, process cash transactions, daily deposit, opening and closing procedures, trial balancing weekly, daily balance of checkbook, QuickBooks, input of data into computer, folder assembly and filing, collections, marketing.

Education

High School Diploma - General course of study

Dickson County High School
05.2007

Skills

  • Self-Motivated
  • Self-Management
  • Positive attitude
  • Willingness to learn
  • Branch operations management
  • Customer relationships/Service
  • Excellent time management skills
  • Attention to detail
  • Team supervision
  • Relationship building and management
  • Strong team-builder/player
  • Verbal/written communication
  • Operations management
  • Decision-making
  • Account review/Product training
  • Proficient in MS office/Teams
  • Work prioritization
  • Sales expertise
  • Conflict resolution
  • Strategic planning
  • Risk mitigation
  • Loan documentation
  • Operational reports
  • Key performance indicators
  • Risk analysis
  • Regulatory compliance
  • Financial administration
  • Information management
  • Federal regulations
  • Knowledge of equifax application engine
  • Upselling and cross selling
  • Strong interpersonal skills
  • Multi-tasking
  • Reporting

Accomplishments

  • Chairman Forum winner
  • Highest ROA in state

Timeline

Branch Manager

Regional Finance
02.2021 - 07.2025

Customer Service Representative

Republic Finance, LLC
01.2018 - 02.2021

Credit Manager 1

Heights Finance Corporation
10.2014 - 01.2018

Cash Manager

Speedee Cash
05.2013 - 10.2014

High School Diploma - General course of study

Dickson County High School
KRISTAN WALSH