Bailey Tasker
Beaver Dam,WI
Summary
Experienced financial services professional with 7+ years in loan processing, audit compliance, and branch operations. Known for accuracy, problem solving, and clear communication while managing complex transactions and customer needs.
Overview
8
8
years of professional experience
Work History
Personal Finance Officer Sr.
Landmark Credit Union
Brookfield, Wisconsin
08.2024 - Current
- Execute financial audits to ensure compliance and accuracy for branch operations.
- Manage branch operations by opening and closing facilities as scheduled.
- Educate customers on loan products and credit options to facilitate informed financial decisions.
- Explain loan products, rates, and repayment terms to applicants.
- Review credit reports, income records, and property documents.
- Coordinate with underwriting, processing, and closing teams.
- Collect supporting documents for underwriting and compliance review.
- Complete daily PFO duties with accuracy and consistency.
- Maintain accurate loan files and track application status.
- Open personal and business checking, savings, certificates, IRA, and HSA accounts using bank systems.
- Process deposits, withdrawals, transfers, loan payments, and other banking transactions.
- Resolve account issues and explain policies with clear, professional communication.
- Master multitasking to efficiently manage diverse responsibilities in high-pressure environments.
- Identify customer needs and suggest suitable banking products and services.
Teller Supervisor
Landmark Credit Union
Brookfield, WI
10.2018 - 08.2024
- Trained tellers on member service, cash handling, and transaction procedures to enhance overall service quality.
- Monitored teller balances, vault activity, and cash drawer accuracy.
- Resolved member issues through clear communication and courteous service.
- Checked transactions for compliance with credit union policies and regulations.
- Approved overrides, exceptions, and complex account transactions.
- Supported branch staff with cross-sell conversations and member referral opportunities.
- Provided daily guidance to teller staff on bank policies and procedures.
- Coached and mentored team members; led team-building activities.
Education
Some College (No Degree) - Criminal Justice
Moraine Park Techincal College
Fond Du LacSkills
- Loan processing
- Credit analysis
- Account opening
- Audit compliance
- Banking software
- Transaction processing
- Cash handling
- Branch operations
- Team supervision
- Effective communication
- Problem solving
- Detail orientation
Timeline
Personal Finance Officer Sr.
Landmark Credit Union
08.2024 - Current
Teller Supervisor
Landmark Credit Union
10.2018 - 08.2024
Some College (No Degree) - Criminal Justice
Moraine Park Techincal College