Prelim
Sam Kim has been in the financial services industry since 2001, starting with Enterprise as an Area Business Manager. In 2004, they joined Wachovia Bank as a Mortgage Banking Director, and in 2009 they became a Branch & Area Manager at Wells Fargo Home Mortgage. Most recently, in 2021, they joined Prelim as the SVP, Head of Banking Platform, where they are responsible for growing the North American banking business. Sam's passion is to learn about financial institutions' current state and future roadmap to expand financial offerings to clients and optimize operational excellence. During their tenure at Wells Fargo Home Mortgage, they achieved Leaders & Presidents Club distinctions. At Wachovia Bank, they achieved national recognition through partnership and sales execution. At Enterprise, they grew the firm's F&I portfolio in the market and negotiated the close of all sales, placing the branch in the top 10 out of 90+ nationally in 2003.
Sam Kim attended the University of California, Los Angeles, where they earned a degree in Political Science with a focus in International Relations and Affairs.
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Prelim
Prelim helps automate the business customer journey for top U.S. Banks. Prelim's white-labeled, no-code platform helps financial institutions digitize the business customer journey from onboarding to servicing and improves the day-to-day roles of its employees’ as they review, process, underwrite and service customers. From onboarding business deposit customers to provisioning treasury services to originating business loans, Prelim provides a first-class customer experience that works on any device using digital automation.