KM

Karen M

Senior Associate at Legal Shield Advocate

Karen M is an experienced professional in the financial services sector, currently serving as an Assistant Manager at SEI since December 2022. Prior experiences include a role as Commercial Loan Manager at The Citco Group Limited and a Loan Operation Rep III at TD, focusing on corporate loan servicing. Karen has also held positions at Bank of America as a Preferred Sales Specialist and at TruMark Financial Credit Union as a HELOC Loan MSR and Call Center Specialist. Skills encompass customer service, loan servicing, and complaint resolution, alongside training in fraud and loan processes. Karen is currently pursuing a degree in Business Administration and Management at Montgomery County Community College, having previously studied at Bristol Community College and Cheltenham High School.

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