Summary
Overview
Work History
Education
Skills
Volunteer Experience
Timeline
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Brandi Simmerman

Gatesville,TX

Summary

With over 21 years in the Banking Industry, I'm searching for a position that allows me to expand my experience and that will also utilize my proven well versed banking knowledge, technology and leadership skills.

Overview

26
26
years of professional experience

Work History

Assistant Vice President/Product Specialist

Cadence Bank
07.2021 - Current
  • Handles customer / branch inquiries for issues
  • Issue resolution
  • maintain process flows and procedures
  • System monitoring and production uptime
  • Monitor new processes in Online Banking and make modifications to procedures as needed.
  • Oversee Zelle reconcilement process
  • Testing of new functionality before implementation
  • Issue resolution with vendor
  • Special projects as directed by the Department Manager.
  • Continue to work on ways to improve the online banking experience for the client.
  • Continue to develop a continuous program of self-education and improvement

Assist. Vice President for Business Services/Electronic Services

National United
01.2003 - 07.2021
  • Draft, Review and Approve, Policies, Procedures and Contracts, their Implementation and training for Cash Management, Remote Deposit Capture, and Cash Vault (set up surprise cash vault visits and work directly with Rochester Armored Car Service)
  • 14+ years utilizing and overseeing FXIM online banking platform from Apiture for both consumer and commercial clients as well as over see PartnerCare (Bill Pay) platform
  • Oversaw ACH origination software in FXIM as well as the review process, client agreements, policies, and procedures
  • Oversaw the RDC platform as well as the review process, client agreements, procedures and policies.
  • Oversaw the installation of the online account opening platform as well as served as Branch officer for the accounts opened through that channel
  • Research (software, bank laws, banking forms, etc. as needed)
  • Research, install and implement the Business Analytics software
  • Directly involved in the installation and training of WireXchange as well as creating the policy and procedures
  • Security Officer for Debit Card Fiserv
  • Administrator for Wire Platform
  • Implementation of the new Debit Card product
  • ATM installation, software, maintaining contracts and troubleshooting
  • Maintain and updated the public facing website.
  • Research and troubleshooting anything from accounts to software issues.
  • Maintained imaging software (OSI)
  • Attended multiple ACH boot camps with SWACHA.
  • Created computer networking flowchart for bank
  • Contributor to the Tech meetings
  • Served on IT Committee
  • Served as CRA Officer for 2 years
  • Maintained all Social Media
  • QuickBooks/Quicken Trainer
  • Assisted with call reports
  • Tech Support
  • Supervised 10+ employees between OLB and Call Center
  • Bank contact and representative for conversion between National United and BancorpSouth in both consumer OLB and commercial OLB (commercial center)
  • Other duties as assigned.

Client Services

National United
  • Oversee the call center and any ensuing issues with displeased customers
  • Wires that need officer approval, including international
  • Assist employees that need guidance when suspected fraud has or is occurring, including training on the completion of the SARS form
  • Approve all account create accounts
  • Oversee the NSF list and fraudulent activity for all accounts opened online
  • Oversee and maintain the Automated Response Teller (IVR) program
  • Operations Assistant
  • Performed teller duties
  • Cash handling
  • Deposits
  • Gift cards
  • Cashier's checks and money orders
  • Performed Financial Service Assistant Responsibilities
  • Process customer loan applications from beginning through funding the loans
  • Open new accounts
  • Build customer information files
  • Assist with online banking issues
  • Order Debit Cards
  • Wires
  • Other Duties: balance transactions
  • Perform administrative assistant duties for the branch manager
  • Assist loan officers and CEO
  • Performed extensive customer service duties
  • Securities
  • Balance GL accounts and ATM accounts
  • Miscellaneous accounting duties
  • ACH
  • Chargebacks
  • Debit card maintenance
  • Accounts payable
  • One year in the Data Processing Department which included the Technology Department
  • Served as a Community Reinvestment Act officer


Medical Records Clerk/ Ward Clerk/ Billing Clerk

Hamilton General Hospital
12.2000 - 01.2003
  • Computer input for billing codes, printed and mailed patient statements
  • Contacted insurance companies to check status on bills
  • Put together patient charts and transcribed doctors' orders for nurses
  • Filed patient information and reviewed for accuracy and missing signatures
  • Pulled charts for doctors to review
  • Gathered all necessary documents for birth certificates.

Secretary

G & R Construction
08.1999 - 12.2000
  • Performing secretarial duties
  • Payroll
  • Accounts receivable
  • Accounts payable
  • Manage personnel records.

Secretary

Diamond S Trucking
05.1998 - 08.1999
  • Perform secretarial duties
  • Assist with payroll
  • Assist with accounts receivables.

Education

BBA - Business Administration And Management

Central Texas College
Killeen, TX

Graduated -

Evant High School
05.1997

Skills

  • MS Office 365
  • 10 Key by touch
  • An expert in over 10 banking software applications
  • Basic computer problem solving skills
  • Basic software and hardware knowledge

Volunteer Experience

  • Coach Little League for four (4) years
  • Served on Chamber of Commerce for two (2) years
  • Participated in Leadership Coryell in 2012 (Certificate)
  • Various Bank Volunteer Opportunities
  • Special Olympics
  • Blood drives
  • Halloween (Boozar) Booth set ups
  • Christmas Parades in Gatesville

Timeline

Assistant Vice President/Product Specialist

Cadence Bank
07.2021 - Current

Assist. Vice President for Business Services/Electronic Services

National United
01.2003 - 07.2021

Medical Records Clerk/ Ward Clerk/ Billing Clerk

Hamilton General Hospital
12.2000 - 01.2003

Secretary

G & R Construction
08.1999 - 12.2000

Secretary

Diamond S Trucking
05.1998 - 08.1999

Client Services

National United

BBA - Business Administration And Management

Central Texas College

Graduated -

Evant High School

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Brandi Simmerman