Hunter Warren

• Greet customers as they enter the branch and assist them with which area of the branch can fulfill their request(s) 
• Schedule appointments for new and current clients 
• Perform account maintenance
•  Ensure that all items on the Daily Scan Report were uploaded to EIV (Electronic Image Viewer) 
• Process transactions (cash/check desposits, withdrawals, payments, currency exchanges, etc. )

• Gathered requirements for both minor and major level

Information Technology project requests from internal associates

• Operated within the Agile methodology framework within the IT department

• Tracked the status of Epics and stories, updated and followed up for more information when need be

• Understood the processes in other departments to the best possible knowledge in order to best create epics and stories with the proper verbiage

• Entered and made changes to requirements via Jira software

• Assisted with story refinement during department meetings

Worked with CRM administrator on Salesforce related projects

• Sent rates out to upper management and the internal sales team, as well as published rates on our pricing engine, serviced by a vendor

• Processed rate locks, rate lock transfers, extensions, re-locks, etc

• Handled all questions and inquiries related to the

Emporium Lock Desk from internal and external associates

• Served as the primary point of contact with our pricing engine vendor, Lender Price

• Assisted with software development on new LOS for publishing rates and handling other Lock Desk functions. .

• Entered the investor buy and sell information on our LOS

• Kept records of granted pricing exceptions and their costs

Trained new members of the sales team on lock desk guidelines, procedures, our LOS, etc.

• Published Wholesale pricing every morning in which the market was open

• Handled inquiries via e-mail and phone call from members of the sales team, brokers and lenders

• Sent out end of day texts detailing our lock volume to company executives

• Assisted the hybrid mandatory team with loan bids and trades

• Processed rate lock transfers, extensions, re-locks, etc

• Recorded pricing improvements granted via CRA Credit (Community Reinvestment Act)

• Opened checking and savings accounts, certificates of deposits, etc, for current and new to bank customers

• Processed teller transactions (Deposits, withdrawals, cash advances, etc.)

• Served as vault teller for period of time

Logged customer information into Salesforce to track book of business and customer journey