ANNA Daulton
Amarillo
Summary
A hardworking and reliable individual focused on going above and beyond to support the team and serve customers. Willing to work hard and can offer top-notch customer service abilities. Motivated to continue to learn and grow as a professional.
Overview
19
19
years of professional experience
Work History
Mortgage Loan Closer
Happy State Bank
Amarillo
07.2020 - Current
- Reviewed loan documents for compliance and accuracy before closing.
- Prepared closing disclosures and settlement statements for all transactions.
- Communicated with title companies to ensure timely closings.
- Reviewed loan documents and ensured accuracy of information provided by customer.
- Calculated mortgage payments, interest rates, taxes, insurance amounts.
New Business Specialist
GoldStar Trust Company
Canyon
08.2019 - 06.2020
- Open new customer IRA's.
- Processing incoming transfers to fund account once opened.
- Process customers accounts that are deceased and contact necessary beneficiaries to resume account.
- Answer some incoming calls, and provide customer service via phone, email and mail.
- Process customer's credit card information for annual fees on their account.
Investor Services
GoldStar Trust Company
Canyon
06.2018 - 08.2019
- Completed more than 50 calls per day by following scripts and maintaining good call control.
- Updated accounts with customers' current personal and purchasing information.
- Engaged with customers to understand and resolve issues and answer product questions.
- Communicated with customers via phone, email, and chat and helped customers to navigate the company's website.
- Processed out going transfers.
Retail Sales Associate
Victoria's Secret
Amarillo
11.2014 - 06.2018
- Assisted customers with product selection and fit recommendations.
- Processed transactions accurately at the cash register.
- Handled customer inquiries and resolved issues effectively.
Assistant Preschool Teacher
St. Joseph's Catholic School
Amarillo
08.2013 - 05.2016
- Assisted lead teacher with daily classroom activities and lesson planning.
- Prepared educational materials and organized classroom resources effectively.
- Collaborated with staff to develop engaging curriculum and lesson plans.
Retail Sales Associate
Fashion Bug
Amarillo
07.2007 - 04.2009
- Assisted customers with product selection and fit recommendations.
- Processed transactions accurately at the cash register.
- Handled customer inquiries and resolved issues effectively.
Education
High School Diploma -
Randall High School
Amarillo, TexasSkills
- Hard working
- Dependable
- Patience
- Ability to work in a stressful environment
- Problem solving
- Ability to multi-task
- Easy to be around
Timeline
Mortgage Loan Closer
Happy State Bank
07.2020 - Current
New Business Specialist
GoldStar Trust Company
08.2019 - 06.2020
Investor Services
GoldStar Trust Company
06.2018 - 08.2019
Retail Sales Associate
Victoria's Secret
11.2014 - 06.2018
Assistant Preschool Teacher
St. Joseph's Catholic School
08.2013 - 05.2016
Retail Sales Associate
Fashion Bug
07.2007 - 04.2009
High School Diploma -
Randall High School