Amy E. Melvin

• Oversaw administrative functions by preparing legal documents and managing client communications to support attorneys effectively. Coordinated attorney calendars, scheduling hearings and client meetings to optimize time management. Engaged with clients and professionals via phone and email to provide timely updates while upholding confidentiality standards. Drafted and finalized legal documents and correspondence, maintaining high accuracy in all materials. Streamlined case file organization and supported overall office administration to boost team efficiency.

• Achieved successful closing by meticulously organizing and preparing all necessary paperwork. Confirmed accuracy of amounts due on existing mortgage, taxes, and liens. Effectively communicated adjustments to all parties involved. Secured all documents to ensure buyer obtained clear title to property.

Processed loans utilizing Golfpack and Calyx software systems. Assisted in reviewing loan applications and credit reports for accuracy. Verified employment and asset information. Ordered and reviewed appraisals and title documents. Collaborated with borrowers to gather necessary information and documents.

Assisted clients in developing financial plans by applying knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Evaluated client assets, liabilities, cash flow, insurance coverage, tax status, and financial goals to create tailored investment strategies. Focused on health insurance and education accounts to meet client needs.

Reviewed and processed credit applications for consumer loans and overdraft protection. Provided efficient and friendly service while assisting customers with opening time and deposit accounts. Supported customers in establishing IRAs in compliance with bank regulations. Managed collections for assigned loan portfolio.

Assisted customers with transactions while adhering to company policies and procedures. Fostered positive interactions with customers and potential clients. Promoted bank products and services by identifying opportunities for cross-selling. Provided referrals for new products and services on a daily basis. Handled the opening of new accounts.