Amanda Achepohl
Perkasie,PA
Summary
Funding Specialist known for high productivity and efficient task completion. Worked with internal and external teams to successfully complete loan disbursements. Excel in multitasking and time management to achieve funding goals and support organizational growth.
Overview
16
16
years of professional experience
Work History
Commercial Loan Funding Specialist
Univest Bank & Trust Co
Souderton, PA
08.2023 - Current
- Maintained records and documentation related to all loan agreements and transactions.
- Collaborated with internal teams such as legal, compliance, lending teams, and operations to ensure successful completion of projects.
- Processed loan transactions including advances and payments.
- Prepared and completed funding for all commercial loans within our financial institution.
- Uploaded loan related documents into system.
Insurance Tracking Specialist
Univest Bank & Trust Co
Souderton, PA
09.2021 - 08.2023
- Reviewed insurance policies to ensure compliance with existing regulations.
- Responded promptly to customer inquiries about their policies and provided timely updates as needed.
- Served as a liaison between the company and external vendors providing services related to its operations.
- Collaborated with carriers and agents to resolve discrepancies in insurance payments.
Bank Teller
Univest Bank & Trust Co
Souderton, PA
12.2012 - 09.2021
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained confidentiality of bank records, transactions and customer information.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Cross-sold bank products such as deposit accounts and credit cards to existing clients.
- Monitored vault cash levels and ordered currency from the Federal Reserve Bank as needed.
Shop Key Holder
Charlotte Russe
Montgomeryville, PA
11.2008 - 12.2012
- Ensured store was opened and closed in a timely manner according to company policies.
- Provided customer service including cashiering, merchandising and restocking shelves.
- Assisted customers with product selection and resolving complaints.
- Supervised employees by providing direction on tasks and expectations regarding customer service standards.
- Verified accuracy of register tills at beginning and end of shift.
Education
High School Diploma -
Pennridge High School
Perkasie, PA06-2006
Skills
- Customer Service
- Time Management
- Multitasking
- Reliability
- Effective Communication
- Team Collaboration
Timeline
Commercial Loan Funding Specialist
Univest Bank & Trust Co
08.2023 - Current
Insurance Tracking Specialist
Univest Bank & Trust Co
09.2021 - 08.2023
Bank Teller
Univest Bank & Trust Co
12.2012 - 09.2021
Shop Key Holder
Charlotte Russe
11.2008 - 12.2012
High School Diploma -
Pennridge High School
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