Amy Leggett

Processed changes for checking, savings, and Time Deposit/Individual Retirement Accounts, ensuring adherence to bank policies and procedures.

Verified signed documents for compliance, enhancing accuracy and regulatory adherence.

• Processed customer deposits and withdrawals efficiently for banking transactions.
• Maintained accurate records of all deposit activities and transactions.
• Assisted customers with account inquiries and resolved issues promptly.

Reconciled bank statements and general ledger accounts to ensure financial accuracy.

Reconciled Investment and Holding portfolio accounts.

Ensured compliance with policies and procedures.

Processed weekly invoices for payment.

Prepared financial reports for monthly Board meetings.

Prepared month-end closing entries for detailed reporting and recordkeeping.

Assisted with internal audit and external audits by providing requested documentation.

Responsible for handling ordering and shipping coin and currency to branches.

Posted financial data in Excel spreadsheets

Prepared mortgage closing packages to meet required closing dates

Checked disclosures for accuracy and any APR tolerances.

Handled post-closing documents and closing requirements.

Responsible for calculating required escrows needing and collecting funds at closing.

Calculated the required amount the borrower needed to bring to closing.

Established and maintained positive relationships with closing attorney offices.

Verified accuracy on legal documents before shipping to investors.

Ensured compliance with all applicable laws and regulations

Coordinated shipments to ensure timely delivery to investors.

Verified application documents and financial information to ensure accuracy and completeness.

Ensured compliance with banking policies and regulations to mitigate risk.

Monitored progress of each loan application from start to finish ensuring timely completion.

Obtained flood determination and hazard insurance.

Coordinated closing process by collaborating with clients and closing agents to finalize transactions smoothly.

Reviewed signed legal documents and set up to be booked.

Processed customer transactions efficiently and accurately.

Maintained cash drawer accuracy.

Trained new tellers on procedures and customer service standards consistently.

Ordered checks and placed stop payment orders while providing special services to enhance customer satisfaction.

Monitored cash levels throughout day to ensure adequate currency supply for smooth transaction flow.

Balanced vault for daily cash withdrawals and deposits to maintain financial accuracy and security.

Completed monthly teller drawer audits.