AMY WOOD
Hixson,TN
Summary
Meticulously organized professional with high levels of integrity and accuracy. Proficient in time management, while offering prompt and courteous customer service. Successful in achieving goals while building customer loyalty by effectively resolving problems and quickly tending to individual needs. Personable, ambitious and now seeking to offer my experience, skills and positive attitude to your team of professionals.
Overview
13
13
years of professional experience
Work History
Legal Assistant
Farah and Farah
Jacksonville, FL
06.2024 - 09.2024
- Provided administrative support to attorney by managing calendars, scheduling appointments, organizing files, preparing correspondence, and obtaining necessary signatures.
- Updated databases with new information received from attorneys or clients.
- Scanned physical documents into electronic format for storage in a secure database system.
- Processed incoming mail on a daily basis.
- Answered phones, took messages and redirected calls when appropriate
- Ensured that all paperwork was properly filed according to established procedures.
- Facilitated the meeting of deadlines by keeping multiple agendas and providing timely reminders
- Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
- Corresponded daily with clients, insurance adjusters, doctors and attorneys.
- Maintained client confidentiality in all matters.
- Drafted correspondence, documented data and submitted materials to appropriate parties.
- Utilized MS Office and Smart Advocate daily
- Ensured compliance to all company Policies, Procedures, and expectations
Remote Mortgage Banker
Quicken Loans
Jacksonville, FL
05.2021 - 10.2021
- Put together/executed loan documents.
- Phoned new clients/completed pre-qualification procedures.
- Assessed financial means/desires of each client in order to set up appropriate mortgage packages.
- Complied applications/paperwork and double-checked for accuracy.
- Submitted applications to credit analysts.
- Educated customers on variety of loan products/available credit options to promote valuable decision-making.
- Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
- Spoke with applicants to obtain information for loan applications and answer questions about processes.
Assistant Branch Manager
Insight Credit Union
Leesburg, FL
07.2020 - 01.2021
- Monitored daily operations/supported Branch Manager in necessary duties.
- Demonstrated expertise/reasoned guidance regarding loan products, lines of credit and account options.
- Supervised 6 branch team members and provided management with suggestions regarding performance assessments.
- Interviewed potential employees along with Branch Manager
- Reviewed, scheduled, trained and monitored work of branch personnel: conducted performance reviews; reviewed/approved, denied or modified department recommendations from subordinates
- Continued prior Senior Financial Service Representative duties with zero errors as it related to member/non member interaction
- Monitored branch operating results; ensured appropriate steps were taken to correct unsatisfactory conditions; conducted all monthly cash/check audits for all employees, vault and ATM; conducted monthly security audit
- Ordered all cash for branch
- Coached employees to better develop skills in cross selling products, monitored performance gaps, documented results for additional corrective action
- Resolved account related concerns that were escalated to management by subordinate employees
- Developed strategies to achieve target sales goals; conducted weekly meetings with all employees
- Reviewed loan/account applications against established parameters to determine approval, rejection or modification requirements.
- Worked with regulatory representatives to complete accurate filings/maintain compliance.
- Supervised branch personnel and operations in absence of branch manager, keeping operations/workflows running smoothly.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Complied with company policies/government regulations to prevent/detect rule violations and protect organization from fines and lawsuits.
- Maintained NMLS ID
- Maintained a Notary Public Certificate and Medallion Signature Guarantee Certificate
Financial Services Representative
Insight Credit Union
Leesburg, FL
11.2018 - 07.2020
- Established new member accounts of all types including loans.
- Loaded consumer loan applications into Teres/Meridianlink programs.
- Completed continuing education courses promptly.
- Completed/turned in paperwork with high level of accuracy/promptness.
- Helped members achieve financial goals.
- Provided prompt, friendly, knowledgeable and accurate customer service.
- Researched problems/helped find solutions for members/co-workers.
- Maintained confidentiality of bank records/client information.
- Sold credit union products and services, answered inquiries and provided information to members on all types of accounts, loans and other credit union services.
- Maintained excellent customer satisfaction survey ratings.
- Helped my team members anytime they needed help, especially during the core conversion in November 2019
- Consistently met quarterly FSR goals.
- Filled in as teller when needed.
- Adhered to company security/audit procedures.
- Was promoted to Senior FSR in early 2020
Financial Services Representative
Alaska USA Federal Credit Union
Wasilla, AK
01.2017 - 07.2018
- Provided prompt, professional, helpful, knowledgeable and courteous member service.
- Sold credit union products/services, answered inquiries and provided information to members on all types of accounts, loans, and other credit union services.
- Opened all types of new accounts, cross sold credit union services and added new relationships to existing accounts.
- Assisted members with loan applications, loan closing documentation and loan declinations consistent with credit union policies, the Equal Credit Opportunity Act and The Fair Credit Reporting Act.
- Received and processed member service requests and identified, researched and corrected member account discrepancies.
- Placed/received phone calls related to member business.
- Completed sales production reports.
- Participated in branch promotions; was 9th in the entire credit union during visa promotion 2017.
- Ordered supplies weekly for branch.
- Organized/removed branch files no longer in use.
- Maintained balancing record with 98% rate of accuracy.
- Performed all basic teller transactions.
- Performed 130-270 transactions per day at high volume location.
- Continued education on current credit union policies, products/services.
- Created sales games/teamwork activities as assigned.
- Adhered to regulatory/company security/audit procedures.
- Opened new customer accounts, including checking, savings and lines of credit.
- Maintained confidentiality of bank records/client information.
State Licensed Home Daycare Administrator
Self-employed (Amy's Little Angel's Daycare)
Wasilla, AK
12.2011 - 12.2014
- Directed daily operations at facility caring for 8 children
- Performed all administrative duties including scheduling, putting together curriculum, fire drills, maintaining compliance with state inspections/laws, billing, teaching, cooking, cleaning/sanitizing
- Collaborated with parents to develop/maintain strong support networks and build rapport to foster seamless communication.
- Supervised circle time, free play, outside play and learning/developmental activities.
- Read stories, taught painting, drawing and crafts.
- Communicated with children's parents/guardians about daily activities, behaviors and problems.
Education
High School Diploma -
Chugiak High School
Chugiak, AKSkills
- Strong interpersonal skills
- Document Control
- MS Office proficient
- Document filing
- Document drafting
- File Organization
- Scheduling/Planning
- Cross-Functional Communication
- Calendar Management
- Client Communication
- Administrative Support
- Legal Terminology
- Document Editing
- Confidentiality
- Database Management
- Fast Learner
- Document Preparation
- Notary Public
- Proofreading
- Cash Handling
- Regulatory Compliance
- Staff Management
- Financial product advisement
- Account Retention
- Customer Retention
- Audit monitoring
- Financial software
- Relationship building and management
- Banking
- Client Relationship Management
- Loans
- Financial Services
References
References available upon request.
Timeline
Legal Assistant
Farah and Farah
06.2024 - 09.2024
Remote Mortgage Banker
Quicken Loans
05.2021 - 10.2021
Assistant Branch Manager
Insight Credit Union
07.2020 - 01.2021
Financial Services Representative
Insight Credit Union
11.2018 - 07.2020
Financial Services Representative
Alaska USA Federal Credit Union
01.2017 - 07.2018
State Licensed Home Daycare Administrator
Self-employed (Amy's Little Angel's Daycare)
12.2011 - 12.2014
High School Diploma -
Chugiak High School
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