Addison McDowell
Edmond,OK
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the business industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
8
8
years of professional experience
Work History
Mortgage Loan Officer Assistant
Happy State Bank And Trust Company, Amarillo, TX
09.2021 - 04.2023
- Set up files using loan officer checklist and submitted on-time for processing.
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Teller
Happy State Bank And Trust Company, Amarillo, TX
07.2019 - 04.2021
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Sales Associate
West Texas Western Store
12.2014 - 08.2020
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Managed returns, exchanges and refunds in accordance with store policy.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Education
General Studies -
West Texas A&M University
Canyon, TX05.2021
Skills
- Document Verification
- Contacting Borrowers
- Customer Satisfaction
- Loan File Review
- Schedule Management
- Microsoft Office
- Customer Relations
- Document Uploading
Timeline
Mortgage Loan Officer Assistant
Happy State Bank And Trust Company, Amarillo, TX
09.2021 - 04.2023
Teller
Happy State Bank And Trust Company, Amarillo, TX
07.2019 - 04.2021
Sales Associate
West Texas Western Store
12.2014 - 08.2020
General Studies -
West Texas A&M University
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