Annakay Ewen

• Prepared recommendations for financial plans and future requirements for operating expenses.
• Received customer requests and prepared documents related to processing returns.
• Worked closely with program manager and various departments to meet program delivery goals.
• Maintained records of returns and schedule changes while resolving credit and problems.
• Maintained direct contact with customers and operations personnel to maintain positive relationships and exceed customer expectations.
• Handled tenant complaints promptly and appropriately, calling in repairmen and other support services.
• Followed up on delinquent tenants and coordinated collection procedures.
• Completed final move-out walk-throughs with tenants to identify required repairs.
• Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs and capital improvement projects.
• Coordinated with janitorial and engineering staff on maintenance and upkeep.

• Administer the Academy Branch

• Responsible for branch vault and teller's drawer
• Perform quality work with deadlines
• Submit and close on loan Applications
• Handle confidential documents and situations and strong business acumen
• Perform analyses and prepare reports in order to expand relationship with customers
• Pull Experian credit report and examine to review with customer for possible cross sale potential
• Train new and existing staff
• Perform morning huddles with staff
• Support management daily on report and task given
• Interact professionally with other departments, employees, customers and management.
• Assist the Call Center by providing administrative and clerical support to the Agent on the overflow calls and ensuring less than 5% abandoned call ratio is obtained daily.
• Promote Credit Union products and services based on customers needs to ensure that monthly goals for new membership, loan products, and any additional products and services are achieved
• Perform outbound calls to customers informing them of upcoming specials
• Maintain up-to-date on comprehensive knowledge on all related policies and procedures, rules and regulations, Bank Secrecy Act, Patriot Act, and Robbery procedure.
• Attend Presentations at various agencies to promote membership at Police Federal Credit Union
• Pull daily reports
• Membership officer
• Audit and review all members files for accuracy and completeness
• Audit all closed account

· Loan processor

• Loan Disbursements

• Handle Title

• CPI

• Cuna mutual

• Ensure all loan servicing disclosures are completely error free

• Review all terms and conditions of loan documentation

• Order, review, renew and maintain loan payoffs and disbursement

• Conduct detailed root cause analysis of client issues and problems

• Delivered prompt, accurate and excellent customer service
• Opened new and existing customer accounts, including checking, savings, certificate of deposit, loans and lines of credit
• Processed sales referrals and promoted bank services and products, resulting 100% branch sales increase
• Handle large cash request
• Operated teller cash drawer
• Trained new employees on cash drawer operations
• Researched and resolved customer’s issues
• Managed over 100k in branch vault
• Balanced ATM and vault for branch