Amanda Haab
Canadensis,PA
Summary
Organized and motivated employee eager to apply time management and organizational skills in various environments. Naturally strong work ethic that gives motivation not to stop until highest standards are met. Desire to be an incredible team player, going out of the way for anything and anyone to ensure the job is accomplished at the end of the day. Customer service has and will always be the strong suit that has advanced an entire career both internally and externally, Can lead when necessary, but can also follow while providing any and all assistance requested and/or needed.
Overview
16
16
years of professional experience
Work History
Mortgage Professional
ESSA Bank & Trust
11.2020 - Current
- Maintained strict compliance with federal and state lending regulations, reducing potential legal risks.
- Evaluated borrower''s financial stability using thorough income documentation reviews, ensuring proper qualification guidelines were met.
- Proactively identified potential obstacles in the mortgage process and developed contingency plans, minimizing delays and ensuring client satisfaction.
- Developed expertise in various loan programs, offering tailored solutions to meet individual client needs.
- Enhanced overall efficiency of the mortgage department by identifying areas for improvement in workflows and implementing necessary changes.
- Managed multiple loan applications simultaneously, ensuring thorough attention to detail and adherence to deadlines.
- Contributed to sales growth through exceptional customer service and strategic marketing efforts within target demographics.
- Built lasting relationships with real estate agents and other professionals, increasing referral business opportunities.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Worked with underwriters to fix application problems and resolve issues.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Monitored pipelines to track and log status of loans.
- Streamlined mortgage application processes by implementing efficient document management systems.
Retail Banking Administration Coordinator
ESSA Bank & Trust
04.2017 - 11.2020
- Delivered exceptional customer service while managing incoming calls/email inquiries from both internal and external parties professionally and promptly.
- Optimized office workflow by maintaining up-to-date procedural documentation for reference by all staff members.
- Trained junior administrators in company procedures enabling them to quickly acclimate and contribute effectively within their roles.
- Streamlined administrative processes by implementing efficient filing systems and organizational tools.
- Answered phone calls and responded to inquiries from customers, vendors and other external contacts.
- Monitored and ordered office supplies to keep office stocked with resources necessary to function smoothly.
- Created presentations and other materials to support organizational activities.
- Monitored and directed incoming mail and prepared outgoing mail.
- Prepared detailed documents and reports in adherence administrative processes.
- Greeted visitors with professionalism and enthusiasm to provide support and direct guests to appropriate department.
- Kept high average of performance evaluations.
Assistant Branch Manager
ESSA Bank & Trust
12.2015 - 04.2017
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
- Collaborated with other departments within the bank to resolve complex issues efficiently, ensuring seamless service delivery to customers.
Customner Service Specialist
ESSA Bank & Trust
03.2014 - 12.2015
- Assisted new employees with training, sharing best practices for handling difficult situations and achieving positive outcomes.
- Established trust with clients through clear communication, patience, and understanding their unique challenges fully before offering solutions tailored to their needs.
- Provided primary customer support to internal and external customers.
- Ensured timely follow-up on pending cases, reducing the number of unresolved issues significantly over time.
- Maintained and managed customer files and databases.
- Developed rapport with customers, fostering long-term relationships and repeat business.
- Actively participated in team meetings and professional development workshops, continuously seeking opportunities to enhance skills and provide exceptional customer service.
- Applied basic sales strategy to engage customers and present solutions to suit individual needs.
Teller II
ESSA Bank & Trust
03.2010 - 03.2014
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
Teller I
ESSA Bank & Trust
11.2007 - 03.2014
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
Education
High School Diploma -
Sullivan County High School
Laporte, PA06.2007
Skills
- Document Review
- Relationship Management
- Goal-Oriented
- Regulatory Compliance
- Attention to Detail
- Customer service-focused
- Decision-Making
- Active Listening and Learning
- Microsoft Office
- Oral and Written Comprehension
- Data Entry
- Staff Management
- Process Improvement
- Report Preparation
- Referral Network Development
Accomplishments
Nominated as 202 Associate of the Year for the Pocono Builders Association
Appointed as 2024 Board Member of the Pocono Builders Association
Hold the Chairperson position of the Greater Pocono Home and Outdoor Living show hosted by the Pocono Builders Association
Certified Volunteer for Lehigh Valley Hospice
Member of the Friendly Community Center Grant Committee
Volunteer for Monroe County Meals on Wheels
Timeline
Mortgage Professional
ESSA Bank & Trust
11.2020 - Current
Retail Banking Administration Coordinator
ESSA Bank & Trust
04.2017 - 11.2020
Assistant Branch Manager
ESSA Bank & Trust
12.2015 - 04.2017
Customner Service Specialist
ESSA Bank & Trust
03.2014 - 12.2015
Teller II
ESSA Bank & Trust
03.2010 - 03.2014
Teller I
ESSA Bank & Trust
11.2007 - 03.2014
High School Diploma -
Sullivan County High School
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