BRETTNI BATISTE

Document Specialist 01/15/25 - Present

I conduct monthly quality control reviews for booked and denied loans while working with lenders to confirm completed loan packages. I manage lien tracking to ensure all liens for collateralized loans are perfected in a timely manner. I perform detailed new account reviews to ensure accuracy and regulatory compliance. I review and verify all incoming and outgoing wire transfers for accurate documentation. I monitor closed accounts with specific eligibility restrictions to keep the credit union within required limits, and collaborate with internal teams to resolve documentation issues, and support efficient, compliant operations.

Senior Teller 08/05/2024 - 01/14/2025

Teller 03/13/2023 - 08/05/2024

Assisted management with bank opening and closing procedures. Followed department policies and completed the required paperwork for each transaction. Balanced cash drawer and maintained full accountability for assigned cash on hand. Received checks and cash for deposit while verifying amounts and check for accuracy of deposit slip. Greeted members with professionalism and a friendly demeanor. Responded to banking inquiries and requests from members. Answered telephones to assist customers with questions and inquiries. Carried out special services for customers, such as ordering bank cards and checks. Assisted potential members with opening new accounts. Processed mobile deposits along with social security request.

• Answered phone calls to assist each client with their individual needs.
• Worked with the contractor to provide each client with estimates for each project.
• Kept each client updated as their job progressed.
• Kept each job updated financially by job costing each item for each job site.
• Made sure each job site was permitted through the building department.

• Responsible for making reservations and checking guests into their assigned unit.
• With each check in, I was to give a detailed summary of the property while explaining where the different entities and attractions were at the condominium.

• Provided excellent customer service while helping each customer find the right medical uniform for each workday.
• My goal for each customer was to have them leaving feeling confident and prepared to take on any task with all medical instruments they may need.
• At the end of each day I assisted the store manager with restocking and making sure the store was presentable for the next day.

• Provided excellent customer service to all customers while helping them find any items they were looking for.
• Held accountable for cash drawer while checking out customers.
• During closing hours, I made sure the store was clean and presentable for the next day.