Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
Work History
Residential Loan Processor
Vermont Federal Credit Union
South Burlington, VT
06.2024 - Current
Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
Developed and maintained relationships with applicants and loan officers to establish smooth loan process.
Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information
Allocated new leads to loan officers to enhance client acquisition efforts.
Coordinated appraisal orders for pending applications related to first, HELOC and business services.
Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
Processed loan applications and monitored progress from start to finish.
Facilitated communication by providing loan officers with weekly updates on pending loans to enhance workflow efficiency.
Bookkeeper
The Abbey Group
01.2024 - 06.2024
Processing invoices: I reviewed and verified invoices for accuracy, ensuring that all necessary information is included.
Filing invoices to correct client
Verified that each client had the correct invoices.
Accounts Payable Clerk
A N Deringer
10.2023 - 12.2023
Processing invoices: I reviewed and verified invoices for accuracy, ensuring that all necessary information is included.
Matching and coding: I assign appropriate account codes for tracking and reporting purposes/verified that the coding was correct.
Vendor communication: I had to reach out to vendors to resolve any discrepancies or obtain missing information.
Reconciliation: I had to reconcile vendor statements with accounts payable records to ensure accuracy and resolve any discrepancies.
Payment processing: I prepared and processed payment batches, whether it's through checks, electronic transfers, or other payment methods.
Recordkeeping: It's important to maintain organized records of all transactions and documentation, both in physical and electronic formats.
Compliance: I had to ensure that all payments and processes adhere to company policies and relevant regulations.
I went through the mail to sort and deliver to the appropriate departments.
I mailed out checks to the correct vendors.
Program Specialist
Credit Human Federal Credit Union
11.2017 - 10.2023
Facilitated smooth communication between team members and customers.
Explained program offerings and requirements to participants and answered related questions.
Reviewed and updated account information in the company computer system.
Responded to daily inquiries and requests within the mandated time frame to meet deadlines.
Transferred written information into databases to maintain consistent, accurate client records and information.
Answered incoming phone calls and directed callers to appropriate departments and personnel.
Conveyed acceptance or rejection to customers by telephone or email.
Approved loans that met specifications.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Remained calm and professional in stressful circumstances and effectively diffuse tense situations.
Made outbound calls to obtain account information.
Cook/Waitress
The Pine Cone Snackbar
Berkshire, VT
04.2014 - 08.2021
Maintained accuracy while handling payments, giving change and printing receipts to customers.
Greeted customers, answered questions and recommended specials to increase profits.
Handled food safely and kept spaces clean to protect customers from foodborne illness and maintain proper sanitation.
Stocked server areas with supplies before, during and after shifts.
Resolved customer concerns with friendly and knowledgeable service.
Developed strong and lasting resident relationships.
Data Entry Clerk/File Clerk
FCi Federal/Orzya Group
Saint Albans, VT
10.2014 - 03.2017
Input client information into spreadsheets and company databases to provide leaders with quick access to essential client data.
Reviewed and updated account information in the company computer system.
Responded to daily inquiries and requests within the mandated time frame to meet deadlines.
Pulled files for staff, management and third-party requests.
Organized and filed loose-leaf paperwork and documentation.
Managed general clerical tasks such as adding barcodes and reshelving collections.
Reviewed source documents to locate required data for entry.
Followed company's strict rules and procedures to maintain data integrity and confidentiality.
Maintained data entry requirements by following data program techniques and procedures.