Katrina Baughman
Carlsbad
Overview
8
8
years of professional experience
Work History
Interim Site Manager & Substitute Teacher
Scoot Education
San Diego
02.2023 - Current
- Compiled and submitted daily, weekly, and monthly attendance reports to ensure precise student attendance tracking.
- Acted as the central point of communication for staff, vendors, students, and parents resolving inquiries effectively and promptly.
- Managed and executed facilities requests for the school, overseeing the inventory of school and office supplies.
- Delivered English, Spanish, and Math lesson plans as assigned by Lead Teacher to impart knowledge to students.
- Leveraged educational technology to enrich and enhance student learning experiences.
- Facilitated open communication and understanding between students and faculty as a dedicated liaison.
Operations Analyst
Bank of America
San Diego & Riverside
09.2021 - 07.2022
- Spearheaded branch closing procedures as part of a three-person team, ensuring meticulous monetary reconciliations.
- Assisted in the secure process of closing client safety deposit boxes.
- Systematically updated clients' contracts and records, while performing accurate cash reconciliations for deposit boxes.
- Participated in collaborative meetings with Bank Managers and Executives to align on operational strategies.
Home Service Specialist I
Bank of America
Remote
05.2021 - 09.2021
- Processed loan applications by analyzing borrower income and assets for mortgage underwriting.
- Resolved complex title and vesting issues, processed subordinations, and reconciled appraisal disputes.
- Partnered cross-functionally with Sales, Title, and First Home Mortgage leadership to ensure seamless loan execution from closing to funding.
- Conducted verbal and written verifications of employment to rigorously confirm loan-to-income ratios.
Relationship Banker
Bank of America
Carlsbad, CA
10.2020 - 05.2021
- Initiated and processed account openings, including checking, savings, and credit card accounts, adhering to all compliance standards.
- Collaborated with internal teams, including mortgage and investment specialists, to deliver comprehensive financial solutions.
- Provided superior customer service, promptly resolving inquiries and issues to guarantee client satisfaction.
- Proactively identified customers' financial needs and presented tailored product and service options.
Customer Service Representative (Contract)
Kelly Services
Carlsbad
08.2019 - 02.2020
- Handled inbound calls, chats, and emails to efficiently process client orders and address inquiries.
- Educated clients on product details and managed expectations, enhancing client satisfaction by addressing nutrition and membership needs.
- Diagnosed client pain points and proposed alternative solutions to maximize client retention.
- Communicated critical client issues and proposed resolutions to Market Directors for guidance.
Business Consultant
Decisionlogic
Scripps Ranch
08.2018 - 01.2019
- Engaged business owners and C-level Executives to articulate the advantages and functionalities of an online bank verification service, driving sales growth.
- Skillfully probed to uncover prospect and client pain points, enabling the delivery of precisely target solutions.
- Delivered comprehensive product trainings on the Decisionlogic portal to new clients, facilitating adoption and improving retention.
- Prepared and conducted live online product demonstrations of the online bank verification service via Zoom meetings for new and existing customers.
Timeline
Interim Site Manager & Substitute Teacher
Scoot Education
02.2023 - Current
Operations Analyst
Bank of America
09.2021 - 07.2022
Home Service Specialist I
Bank of America
05.2021 - 09.2021
Relationship Banker
Bank of America
10.2020 - 05.2021
Customer Service Representative (Contract)
Kelly Services
08.2019 - 02.2020
Business Consultant
Decisionlogic
08.2018 - 01.2019