Amy Goad
Tulsa,OK
Summary
Dynamic Loan Compliance Monitoring Specialist with a strong work ethic and attention to detail, adept at ensuring HMDA compliance at Mabrey Bank. Proven track record in customer support and documentation, facilitating timely government reporting and enhancing client satisfaction through effective problem-solving and training initiatives. Committed to maintaining high standards of compliance and service excellence.
Overview
13
13
years of professional experience
Work History
Loan Compliance Monitoring Specialist I
Mabrey Bank
Tulsa, OK
05.2023 - Current
- Conducted reviews of real estate and adverse action files for HMDA compliance, documenting findings.
- Ensured accurate entry of HMDA reportable loans data into LAR.
- Facilitated year-end HMDA LAR transmission to government within specified timelines.
- Coordinated Flood Determinations and assessed flood insurance needs for loans before closure.
- Issued renewal notification letters to customers for current flood insurance policies.
Treasury Service Relationship Specialist
Mabrey Bank
Tulsa, OK
03.2017 - 05.2023
- Processed applications and ordered equipment for Treasury products, including online banking and wire transfers.
- Provided product training and post-installation support to ensure customer satisfaction.
- Demonstrated exceptional customer service skills while adhering to bank standards.
- Responded promptly to phone calls and emails, ensuring timely resolution of all issues.
- Troubleshot problems in Treasury Services, delivering effective solutions for various products.
- Conducted administrative tasks, including detailed reporting and appointment scheduling.
- Managed document imaging and assisted with customer documentation and training.
Assistant Branch Manager
Mabrey Bank
Jenks, OK
10.2012 - 03.2017
- Assisted in daily branch operations, ensuring compliance with bank policies and procedures.
- Supported customer service initiatives, resolving inquiries and enhancing client satisfaction.
- Collaborated with team members to streamline account management processes, improving efficiency.
- Trained new staff on branch systems and service standards, fostering a knowledgeable team environment.
- Monitored cash flow and balanced financial records to maintain operational integrity at the branch level.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Education
No Degree -
Tulsa Community College
Tulsa, OKHigh School Diploma -
Will Rogers High School
TulsaSkills
- Loan Compliance
- Customer support
- Strong work ethic
- Customer service
- Attention to detail
- Multitasking and organization
- Computer skills
- Data entry
- Quality control
- Documentation and reporting
- Service scheduling
- Product training
- Technical support
- Account management
- Clerical support
- Willing to learn
- Teamwork and collaboration
- Problem-solving
Timeline
Loan Compliance Monitoring Specialist I
Mabrey Bank
05.2023 - Current
Treasury Service Relationship Specialist
Mabrey Bank
03.2017 - 05.2023
Assistant Branch Manager
Mabrey Bank
10.2012 - 03.2017
No Degree -
Tulsa Community College
High School Diploma -
Will Rogers High School