Allison Green
Pensacola,FL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Financial Services Representative
Gulf Winds Credit Union
08.2021 - 08.2023
- Processed consumer loans and credit cards from application to closing
- Coordinated with internal departments and external entities to ensure proper pay off of loans and that vehicles and vessels were properly titled
- Communicated with applicants, by phone and email to obtain and verify required documentation.
Equity Processor (Contractor)
APEX SYSTEMS
11.2020 - 02.2021
- Processed equity loans from application to closing using Encompass
- Worked remotely from home.
Equity Processor
NAVY FEDERAL CREDIT UNION
06.2016 - 09.2018
- Processed equity loans from application to closing
- Coordinated with internal departments and external entities to meet deadlines for success
- Communicated with applicants, employers, insurance agencies, and closing agents by phone and email to obtain and verify required documentation.
Customer Service Representative
REGIONS BANK
11.2015 - 06.2016
- Assisted customers with banking needs by phone
- Assisted customers with troubleshooting mobile and online accounts
- Applied relevant policies and procedures to ensure the best outcomes for customers and my employer.
Education
Bachelor in Social Work (BSW) - Social Work
University of West Florida
Pensacola, FL05.2024
Associate of Arts Social Work -
Pensacola State College
Pensacola, FL12.2020
Skills
- Data Entry
- Mortgage Loan
- Customer Service
- Telephone customer support
- Experienced with Microsoft Office (Word, PowerPoint, Excel)
- Communicating by email and instant messaging
- Calm and pleasant phone voice
- Working effectively in a team environment
- Coordinating with multiple departments
- Adapting with process and organizational solutions changes
- Ability to work under pressure
- Time management
- Independently researching problems using internal manuals and online resources
Timeline
Financial Services Representative
Gulf Winds Credit Union
08.2021 - 08.2023
Equity Processor (Contractor)
APEX SYSTEMS
11.2020 - 02.2021
Equity Processor
NAVY FEDERAL CREDIT UNION
06.2016 - 09.2018
Customer Service Representative
REGIONS BANK
11.2015 - 06.2016
Bachelor in Social Work (BSW) - Social Work
University of West Florida
Associate of Arts Social Work -
Pensacola State College
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