Anne Tobias
Beloit
Summary
Orderly and committed administrative assistant offering solid skills in customer relations and resilience to handle challenges of fast-paced environments. Bringing detail-oriented and decisive nature with sound judgment, good multitasking abilities and self-motivated nature. Comfortable working alone or with teams to accomplish on-time and accurate clerical tasks.
Overview
16
16
years of professional experience
Work History
Secondary Market Specialist
First National Bank and Trust
Beloit
09.2013 - Current
- Calculates and distributes daily mortgage, installment, and equity rates
- Manages budgets and activity volume reports for board meetings, etc.
- Configures multiple reports to balance each month end on volume of loans for FNBT.
- Delivers mortgage loans to secondary markets (Fannie Mae, WHEDA, Rural)
- Locks rates for loans, while reviewing with different investors to maintain the best gain on income for the company.
- Manages and keeps track of income made on sales of loans.
- Reviews appraisals and comments on SSRs to make sure appraisal is up to investor standards.
- Orders appraisals and is the main communication from bank to appraiser. Balances and pays invoices for all appraisals.
- Keeps track of originators commission and loan intake (applications, closed loans, ect.)
- Annually recertifies with the investors FNBT sells to.
- Orders supplies for our departments.
- Actively looking as the bank was just purchased by a different bank
Loan Processing Representative
First National Bank and Trust
Beloit
12.2013 - 02.2017
- Books and funds installment and equity loans
- Does file maintenance to loans on the system, including payment schedules, interest methods, and collateral coeds
- Takes in new applications for loans and assigns them to the correct processor
- Orders title work and appraisal for the new loans
- Orders BPE reports and letter report for consumer loans
- Goes through loans after closing and finds items that need to go into our tracking system and finds what needs to be tracked, things that are missing, then assigns them to the correct person.
- Does HMDA check on all loans that are HMDA reportable and checks and makes sure the information is correct to report to the Government
- Tracks policy exceptions and pulls exception report and reviews for accuracy before board meeting
- Checks the barcodes and scanning of co-workers to make sure they are going in correct place
- Pay invoices for appraisals, BPES, and Title work, correspond with title companies to receive the documents that are needed.
- Orders supplies for the department
- PROMOTION
Collections Clerk
Blackhawk Bank
Beloit
10.2012 - 09.2013
- Filing of legal, loan and other important documents
- Reorganized Collections Department files to maximize flow and efficiency
- Assist with locating, copying and mailing vital documents including death claims and legal documents
- Maintain Collections Department notes for file tracking
- Process vendor invoices, input into tracking system and send for payment
- Communicate with utility companies for bank owned properties
- Provide support for overflow of phone calls
- Back up for Credit Department administrative duties
Teller II
Blackhawk Bank
Beloit
10.2012 - 09.2013
- Highest number of transactions among fellow tellers
- 100% balancing rate
- Opening and closing responsibilities
- Cross selling of bank products
- Consistently achieve teller referral goals
Cashier
Dairy Queen
Beloit
02.2009 - 10.2012
- Handled customer transactions
- Maintained customer satisfaction
- Drive-thru associate
Education
High School -
Beloit Memorial High School
Beloit, WISkills
- Microsoft Word and Excel
- Data analysis and tracking
- Financial analysis
- Typing proficiency
- Time management
- Effective communication
- Attention to detail
- Invoice reconciliation
- Report generation
- Clerical support
- Organizational skills
References
- Tanya, Tullock, Manager, 815-979-7392, Rockford, IL
- Toni, Waterhouse, Co-Worker, 815-291-9875, Roscoe, IL
- Erica, Strohm, Co-Worker, 262-427-9960, Walworth, WI
- Kristy, Howard, Former Co-Worker, 815-977-1310, Rockford, IL
- JT, Current, SVP of Lending at FNBT, 414-236-9611, Oconomowoc, WI
Can provide more references upon request!
Timeline
Loan Processing Representative
First National Bank and Trust
12.2013 - 02.2017
Secondary Market Specialist
First National Bank and Trust
09.2013 - Current
Collections Clerk
Blackhawk Bank
10.2012 - 09.2013
Teller II
Blackhawk Bank
10.2012 - 09.2013
Cashier
Dairy Queen
02.2009 - 10.2012
High School -
Beloit Memorial High School