Makenzie Lee
About Makenzie Lee
Makenzie Lee is a Loan Officer Associate Team Lead at City National Bank, where she has worked since 2020. She has extensive experience in the mortgage industry, having held various roles at several banks over the years.
Work at City National Bank
Makenzie Lee has been employed at City National Bank since 2020, initially serving as a Mortgage Loan Coordinator. In 2022, she advanced to the position of Loan Officer Associate Team Lead. In her current role, she oversees a team and coordinates mortgage loan processes, contributing to the bank's mortgage services.
Previous Experience in Banking and Finance
Before joining City National Bank, Makenzie Lee accumulated extensive experience in the banking sector. She worked as a Mortgage Loan Originator at Regions Bank from 2006 to 2008. Additionally, she served as a Property Claims Adjuster at USAA from 2019 to 2020, and as a Personal Banker at PNC from 2013 to 2015. Her roles have provided her with a diverse skill set in loan origination and customer service.
Education and Expertise
Makenzie Lee studied Psychology at Glendale Community College from 1998 to 2001. This educational background complements her career in finance, providing her with insights into customer behavior and communication. Her expertise in mortgage coordination and loan origination is supported by her years of experience in various banking roles.
Career Progression
Makenzie Lee's career began with roles in education and banking, including her position as an Elementary School Instructional Aide at Avon Schools from 2017 to 2018. She transitioned to the banking industry, where she held various positions, including Mortgage Sales Assistant at M & I Bank and Mortgage Loan Originator at Community Bank of the South. This progression illustrates her commitment to developing her career in finance.