Summary
Overview
Work History
Education
Skills
Timeline
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Amber McDonald

Red Bay,AL

Summary

Professional in financial services domain, bringing valuable experience to loan processing and client relationship management. Proven ability to navigate complex financial regulations and deliver effective loan solutions. Known for collaborative teamwork and adaptability in dynamic environments, ensuring reliable and results-oriented service. Skilled in financial analysis, regulatory compliance, and client communication.

Overview

13
13
years of professional experience

Work History

Loan Specialist and Tax Preparer

Sun Loan and Tax Company
Florence, AL
03.2025 - Current
  • Evaluated loan applications to determine eligibility and compliance with lending policies.
  • Facilitated communication between clients and underwriters to resolve any outstanding documentation issues.
  • Developed comprehensive loan proposals, presenting options tailored to client needs and financial situations.
  • Mentored junior staff on best practices for customer service and loan processing procedures.
  • Solicited the sale of ancillary products such as PTS Auto Club, loan insurance, refinances, and high credit increases.
  • Balanced online drawers, cash drawers, and checkbook daily at end of shift
  • Consistently met or exceeded monthly sales targets, contributing significantly to the department''s success.
  • Explained very technical financial information to applicants in easy to understand language.
  • Examined customer loan applications for loan approvals and denials.
  • Developed strong relationships with customers through high levels of customer service.

Production Operator

Sunshine Homes
Red Bay, AL
06.2022 - 02.2025
  • Operated machinery to assemble components efficiently within production line.
  • Conducted quality inspections to ensure compliance with safety and production standards.
  • Collaborated with team members to streamline workflows and enhance productivity.
  • Trained new operators on equipment usage and safety procedures, fostering a knowledgeable workforce.

Online Grocery Associate

Walmart
Russellville, Alabama
01.2019 - 07.2021
  • Selected and packed grocery items for customer online orders.
  • Assisted customers with product inquiries and order status updates.
  • Maintained cleanliness and organization of the grocery area.
  • Operated handheld devices for inventory management and tracking.
  • Collaborated with team members to streamline order fulfillment processes.
  • Maintained positive relationships with grocery store personnel by being consistently professional and friendly.

Customer Service Cashier

Piggly Wiggly Grocery Store
Phil Campbell, Alabama
06.2013 - 08.2020
  • Processed customer transactions accurately and efficiently at busy retail location.
  • Managed cash register operations, maintaining proper cash handling procedures.
  • Assisted customers with inquiries and provided product information effectively.
  • Handled returns and exchanges, ensuring compliance with store policies.
  • Collaborated with team members to maintain organized and clean workspace.
  • Trained new staff on register operations and customer service best practices.
  • Resolved customer complaints promptly, enhancing overall shopping experience.
  • Monitored inventory levels and reported discrepancies to management regularly.
  • Greeted customers and provided friendly customer service.
  • Operated cash registers to process payments for goods and services.
  • Answered incoming phone calls from customers regarding product availability or store locations.
  • Balanced cash drawers at the end of each shift.
  • Assisted customers with locating merchandise within the store.
  • Performed daily opening and closing procedures such as counting money in cash drawers and checking bank deposits against total sales receipts for accuracy.
  • Counted tills at beginning of shift with start money and balanced and reconciled register, reflecting financial discrepancies, refunds and account deferrals.

Education

Associate of Applied Science - Nursing Education

Northwest Shoals Community College
Phil Campbell, AL

Hackleburg High School
Hackleburg, AL

Skills

  • Order fulfillment
  • Inventory Management
  • Handheld device operation
  • Excellent customer service skills
  • Processing transactions
  • Team collaboration
  • Cash handling procedures
  • Effective communication
  • Adaptability
  • Customer assistance
  • Telephone and email etiquette
  • Loan servicing
  • Payment scheduling
  • Banking
  • Documentation review
  • Credit history assessments
  • Explanation of loans
  • Team player
  • Cash handling

Timeline

Loan Specialist and Tax Preparer

Sun Loan and Tax Company
03.2025 - Current

Production Operator

Sunshine Homes
06.2022 - 02.2025

Online Grocery Associate

Walmart
01.2019 - 07.2021

Customer Service Cashier

Piggly Wiggly Grocery Store
06.2013 - 08.2020

Associate of Applied Science - Nursing Education

Northwest Shoals Community College

Hackleburg High School
Amber McDonald