Summary

Overview

Work History

Education

Skills

Timeline

KAILA BOLLES

Clark

Summary

Professional with considerable background in relationship management, adept at fostering strong connections with clients and stakeholders. Skilled in communication, conflict resolution, and strategic planning, driving positive outcomes in collaborative team environments. Reliable and adaptable, consistently meeting and exceeding expectations in dynamic settings.

Overview

13

13

years of professional experience

Work History

Relationship Specialist Team Leader

LEAF Commercial Capital

05.2012 - Current

Recognized as a top performer in the division due to consistently exceeding customer service expectations and driving revenue growth.
Leveraged data-driven insights to identify potential areas of improvement in account management processes, leading to enhanced client experiences.
Implemented innovative marketing campaigns that effectively targeted prospective clients within desired market segments.
Mentored junior team members on best practices for relationship management, contributing to overall team success.
Systems and documentation review prior to transaction funding to assigned vendors. (Review of Lease/Loan/Rental Documents for equipment finance business units.
Intercompany communications to ensure application accuracy.
Document review with in house legal counsel.
UCC filing, Lien Search, Subordinations and UCC 3 amendments.
Improved the efficiency of communication channels between clients, team members, and stakeholders by streamlining processes.
Provided timely and accurate information to clients regarding their accounts, transactions, and financial goals.

Education

High School Diploma -

Higbee R-8

Higbee, MO

05-2007

Skills

Patience and tolerance
Engaged Learning
Self-awareness

Open-mindedness
Collaborative approach

Timeline

Relationship Specialist Team Leader

LEAF Commercial Capital

05.2012 - Current

High School Diploma -

Higbee R-8