Ashley Moyer
Van Wert
Overview
12
12
years of professional experience
1
1
Certification
Work History
Personal Banker II
STAR Financial
Fort Wayne
07.2023 - Current
- Processed loan and credit card applications to enhance customer satisfaction.
- Assisted in opening and closing new accounts to meet operational goals.
- Facilitated daily banking transactions to ensure smooth service delivery.
- Referred customers to appropriate team members for effective goal achievement.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Accounting Clerk
Auburn Gear
Auburn
02.2023 - 06.2023
- Processed payroll for organization efficiently and accurately.
- Downloaded and coded invoices to facilitate timely payments.
- Communicated with vendors and coworkers through phone, email, and in-person interactions.
Tax Preparer
Liberty Tax Services
Fort Wayne
01.2023 - 04.2023
- Employed from January 2025 to April 2025
- Completed tax preparer courses and ongoing education to enhance professional knowledge.
- Prepared and filed personal taxes for diverse clientele.
- Interacted with clients through in-person meetings, emails, and phone calls.
Sales Coordinator
Axiom Administration
O’Fallon
03.2022 - 11.2022
- Facilitated onboarding of new clients in collaboration with sales team.
- Demonstrated software to potential and existing clients, enhancing user understanding.
- Coordinated communication between clients and internal departments for seamless integration.
- Obtained necessary legal documentation to support client onboarding process.
E-Commerce Manager
Vision Menu
Fort Wayne
08.2016 - 03.2022
- Oversaw hiring, training, and professional development for multiple employees.
- Resolved customer complaints using expertise in E-Commerce and automotive sectors.
- Facilitated integration of software programs including Dealer Management Software and CRMs.
- Created tickets for development team to address identified issues.
- Implemented detailed quality assurance testing and documentation processes.
- Processed new orders and cancellations efficiently.
- Developed online training tools by establishing strategic vision and operational plans.
- Administered CRM Salesforce software and telephone systems to enhance operations.
Funding Specialist
Midwest America Federal Credit Union
Fort Wayne
06.2015 - 05.2016
- Executed day-to-day operations with precision and efficiency.
- Maintained exemplary attendance, consistently prepared to commence work immediately.
- Reviewed and validated loan applications and closing documentation.
- Communicated application outcomes to applicants through various channels.
- Distributed funds to dealerships in a timely manner.
- Established, organized, and updated customer files and regulatory documents.
- Collaborated with vendors to identify and resolve loan closing issues.
- Demonstrated effectiveness in tight deadlines and high-pressure environments.
Service Representative
Three Rivers Federal Credit Union
New Haven
06.2013 - 06.2015
- Generated sales leads through telephone and email outreach to membership.
- Evaluated customer information to identify issues and develop effective solutions.
- Conferred with customers regarding product concerns to resolve issues and drive sales.
- Provided detailed information on company products while capitalizing on upsell opportunities.
- Maintained accurate customer account data through manual processing and digital updates.
Education
Associated Business Degree - Secretarial Science, Medical
Newport Business Institute
Williamsport, PA01.2005
Skills
- Client Relationship Development
- Detail-oriented
- Computer proficiency
- Interpersonal Communication
- Organization and Time management
- Effective listening skills
- Customer Service
- Collaboration
- Training & Development
- Excellent work ethic
- Data management
- Loan processing
- Regulatory compliance
- Problem solving
Certification
- Notary
- NMLS License
Timeline
Personal Banker II
STAR Financial
07.2023 - Current
Accounting Clerk
Auburn Gear
02.2023 - 06.2023
Tax Preparer
Liberty Tax Services
01.2023 - 04.2023
Sales Coordinator
Axiom Administration
03.2022 - 11.2022
E-Commerce Manager
Vision Menu
08.2016 - 03.2022
Funding Specialist
Midwest America Federal Credit Union
06.2015 - 05.2016
Service Representative
Three Rivers Federal Credit Union
06.2013 - 06.2015
Associated Business Degree - Secretarial Science, Medical
Newport Business Institute
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