Andrea Sargent
North Port,FL
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
10
10
years of professional experience
Work History
MCC Mortgage and Consumer Lending Specialist
Suncoast Credit Union
08.2022 - Current
- Account maintenance and financial transactions.
- Educate members on financial products.
- Supported team members in their daily tasks, fostering a cohesive and productive work environment.
- Assisted in training new hires, ensuring they were equipped with the necessary skills for success in their role.
- Accept applications for Consumer and Mortgage loan requests.
- Perform loan add-ons and loan maintenance.
- Previously performed morning and end of day account procedures for the branch.
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
- Developed rapport with customers through empathetic listening skills, creating positive experiences even during difficult conversations.
- Participated in ongoing training and development, staying current on company policies, products, and procedures to deliver accurate information to customers.
Office Manager/Assistant
Jack Levy CPA
02.2021 - Current
- Perform data entry for documents, compile spreadsheets to record client information.
- Process account payables and receivables.
- Coordinate appointments for accounting staff.
- Communicate and explain processes with customers.
- Compile paper and electronic files and spreadsheets. Assists with office reception.
Consumer Loan Specialist
Keys Federal Credit Union
09.2019 - 09.2021
- Generate, audit and process daily, weekly, and monthly reports for consumer loans and follow up as needed, including L&D maturity reports, deductible waiver report, Board exception report, and Redi-Cash (LOC) review.
- Perform quality audit on all closed consumer and share secured loans.
- Balance various consumer loan related GLs weekly.
- Resolve loan servicing maintenance issues as they arise.
- Record liens on all new collateral loans.
- Ensure that appropriate title work has been ordered and completed.
- Work with members, the DMV, insurance companies, dealers, collections department, and various vendors to resolve arising issues and to maintain strong relationships.
- Act as the primary contact for third party consumer lending vendors such as DMV, FDI, dealers.
- Process paid off consumer loans and release titles.
- Issue Title Guarantees to insurance companies.
MSR/Teller Supervisor
Keys Federal Credit Union
10.2015 - 10.2019
- Open, close and maintain accounts/ IRAs, process loan applications.
- Balance the ATM and vault daily.
- Promote products such as: loans, credit cards, and checking accounts.
- Maintain a cash drawer, while performing teller transactions
- Produce solutions to banking issues.
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
- Maintain reports on productivity for the front department of the main branch.
- Assisted in recruiting new tellers, conducting interviews and making hiring recommendations based on candidate qualifications.
- Facilitated performance review processes, providing constructive feedback and assisting employees in setting attainable goals for professional growth.
Education
High School -
Key West High School
01.2012
Skills
- Fast learner, excellent communication skills, highly dependable, good at multi-tasking and excellent customer service skills
- Loan servicing
- Loan origination
- Collateral evaluation
- Teamwork
- Customer service
- Problem-solving
- Leadership skills
- Reliability
Timeline
MCC Mortgage and Consumer Lending Specialist
Suncoast Credit Union
08.2022 - Current
Office Manager/Assistant
Jack Levy CPA
02.2021 - Current
Consumer Loan Specialist
Keys Federal Credit Union
09.2019 - 09.2021
MSR/Teller Supervisor
Keys Federal Credit Union
10.2015 - 10.2019
High School -
Key West High School