Kenneth Shuler, MSOL

Experience

• 

  People's United Bank, N.A.

  Sept 2010 - Jul 2014

  Financial Services Manager

  • Led team through coaching, performance management, and setting priorities, demonstrating strong leadership skills.• Ensured compliance with operational, security, and control policies/procedures, preventing fraud and protecting customer assets.• Maintained FINRA Series 6, 63 and Life Insurance license.• Executed trades for mutual funds, variable annuities and whole-life life insurance.• Collaborated on a project team to successfully manage the acquisition and rebranding of 56 Citizens Bank branches under the People's United Bank brand, ensuring seamless integration and alignment with organizational goals. Show less

• 

  Wells Fargo

  Jul 2014 - Mar 2019

  Branch Manager II, AVP

  • Directed the overall performance of branch sales, service, customer relationship building, portfolio growth, and profitability.• Collaborated on the design and implementation of a community engagement project aimed at educating local small business owners on achieving business bankability.• Led a team of 12 direct reports, including licensed and small business bankers.• Achieved service objectives by conducting observations, completing action plans, and implementing production, productivity, quality, and customer-service standards with each team member.• Coached the team to conduct prospecting for high-net-worth clients to be referred to private banking, enhancing the branch's wealth management efforts. Show less

• 

  TD

  Mar 2019 - Sept 2021

  Branch Manager II , AVP

  • Coached a sales team on customer experience, sales etiquette, financial services, and relationship building, emphasizing training and development.• Directed a community engagement project to educate depositors on retail banking, small business management, and homeownership, ensuring compliance with CRA guideline requirements.• Processed, pre-underwrote and onboarded small business loan applications up to $250k.• Maintained relationships with 50+ small businesses generating up to $1M in revenue.• Achieved top quartile customer service scores in 2021. Show less

• 

  Tomo

  Sept 2021 - Sept 2022

  Loan Advisor (Fin-tech Startup)

  • Led team in June 2022 metrics of pre-approvals issued, applications submitted to processing, and closed loans, showcasing leadership and financial management skills.• Verified credit, income, and assets for mortgage loan applications according to Fannie Mae, Freddie Mac, and investor standards, ensuring policy compliance.• Contributed to a project that streamlined website functionality by implementing a customer credit verification process without SSNs and an income verification process without documentation, improving user experience, operational efficiency and lead conversion. Show less

• 

  Total Mortgage Services, LLC

  Sept 2022 - now

  Senior Mortgage Banker

  • Calculate and verify income using tax returns and financial statements, mitigating risks in loan origination.• Originate and structure diverse mortgage products, including FHA, VA, Conventional, Jumbo, and others, utilizing Encompass LOS.• Ensure compliance with HMDA, FCRA, TILA, and RESPA regulations.• Manage the complete loan origination process, ensuring regulatory compliance and attention to detail. • Participate in the RateCloud project, coordinating efforts across multiple states to engage digital leads and drive national market expansion.• Assist in implementing Salesforce strategy optimizing utilization, system architecture, and best practices to enhance efficiency and meet stakeholder expectations. Show less

• 

  Full Circle Youth Empowerment

  Sept 2023 - now

  • Oversee recruitment, orientation, and enrollment processes for multiple programs, ensuring efficient operations and participant engagement.• Assist in the ongoing development and implementation of the Empowerment Project, a program designed to teach high school students essential life skills. • Create and implement financial literacy training programs for 100+ students, managing timelines, resources, and stakeholder relationships.• Monitor and report program outcomes to nonprofit leadership and executive boards.• Utilize project management principles to execute upon program initiatives and meet stakeholder expectations. Show less

  • Program Manager

    Jul 2024 - now

  • Financial Literacy Teacher

    Sept 2023 - Jul 2024