Brie'Anna Cade
Lexington,NC
Summary
Adaptable professional in office and administrative support, known for high productivity and efficient completion of tasks. Specialize in data entry, record management, and customer service, ensuring smooth operational flow. Excel in organization, time management, and communication, utilizing these skills to meet and exceed workplace demands. Seasoned Senior Member Service Representative with solid background in customer service within financial institutions. Skilled in responding to inquiries, resolving problems and providing information on banking products and services. Strengths include exceptional communication skills, problem-solving abilities, and dedication to achieving customer satisfaction. Previous roles have demonstrated significant improvement in client relationship management through proactive engagement and strong interpersonal skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Notary Public
Self-Help Credit Union
Salisbury, NC
07.2021 - Current
- Reviewed documents and personal identifying paperwork, or government-issued IDs, for each person.
- Documented transactions in the notary journal to maintain permanent records.
- I asked the signers about the validity of the information contained in the documents.
- Verified customer signatures and identification documents.
- Provided a secure environment for document signings.
- Followed state laws regarding the proper completion of notarial acts.
- Monitored expiration dates on customer IDs for accuracy and validity.
- Educated customers about the process and requirements for notarization.
- Scheduled appointments with customers in need of notary services.
- Informed customers about the fees charged for notary services.
- Kept updated on changes in local and state laws governing Notaries Public.
- Verified identification of the signee by looking through identification documents, licenses, and passports.
Senior Member Service Rep/Vault Teller
Self-Help Credit Union
Salisbury, NC
07.2019 - Current
- Researched and addressed member inquiries about company services and accounts.
- Maintained knowledge of company products, services, and procedures to better serve customers, and meet company goals.
- Presented and explained services and products to meet members' needs.
- Reviewed new account applications to verify the eligibility of prospective members.
- Initiated and led conversations to identify and assess members' needs.
- Enhanced member relationships by providing excellent service during each interaction.
- Processed cash and check deposits every day.
- Responded to inquiries and updated customers on ongoing sales.
- Balanced daily cash deposits and vault inventory, with a zero-error rate.
- Mentored and trained newly hired tellers to familiarize each of them with job responsibilities and organizational procedures.
- Served as the Capital Access Manager (CAM) for an organization called Kiva.
- Processed ACH transactions, including returns.
- Hosted a successful promotional activity at Livingstone to increase visibility for KIVA.
- I spoke at a Rowan Chamber monthly meeting about KIVA and the Self-Help organization.
- Helped facilitate a Rowan Chamber event that was hosted by Self-Help.
- Engaged in activities beyond work hours, with support from the financial coach and self-help group.
- I participated during work hours in going out into the community with the mortgage officer.
- Managed cash flow within the bank vault.
- Training has been completed for all account openings.
- Loan Officer 1.
- Answered incoming calls and provided the highest level of professionalism and knowledgeable service to every customer.
- MSR Floater, when needed, at other branches.
- Researched potential new clients and markets for the organization's products and services.
- Performed administrative duties, such as scheduling appointments and filing documents.
- Identified business leaders within the company to seek mentoring.
- I listened to customer needs to identify and recommend the best products and services.
- Developed and maintained relationships with potential customers to increase loan business.
- Negotiated terms and conditions of loan contracts.
- Verified the accuracy of loan documents prior to approval.
- Approved or denied loan applications based on established guidelines.
- Explained various types of loans available to customers, and their associated terms and conditions.
- I interacted with underwriters, appraisers, and title companies. During the processing of a loan application.
- Monitored changes in relevant federal regulations related to lending practices.
- Maintained current knowledge regarding new laws, regulations, policies, procedures, products, and services related to consumer lending operations.
- Identified opportunities for cross-selling additional products and services.
- Attended periodic training sessions related to consumer lending operations.
- Answered customer inquiries involving rates, products, and loan application status to facilitate quality customer service.
- Informed customers about various loan products and credit options.
- Handled follow-ups on referral-based opportunities.
- Processed invoices in accordance with established procedures.
- Reviewed and verified invoices for accuracy, completeness, and compliance with company policies.
- Performed data entry into accounting system software to process payments.
- Followed up with vendors regarding missing documentation or incomplete information.
- Black Folk Caucus (BFC) Co-Lead - 2024
- Completed Everyday Leadership Core Cohort, 2023.
- Completed Self-Help Project Management Course, 2024.
- Assisted the disaster team in the call center in 2024.
- Complete the Branch Assessment monthly, quarterly, and annually.
- Reconciled vendor statements on a regular basis.
- Investigated any discrepancies or errors in the invoice information provided by vendors.
- Assisted Accounts Payable department with payment inquiries from vendors.
- Documented all invoice processing activities in accordance with internal audit requirements.
- Monitored incoming emails and faxes for unpaid invoices or billing disputes.
Cashier
Lowe's
Winston-Salem, NC
12.2022 - 06.2024
- Greeted customers and answered any questions they had about the store's products and services.
- Processed payments through various methods, including cash, check, credit card, gift card, and automatic debit.
- Handled the issuance of receipts, refunds, and credits.
- Stocked shelves with merchandise when needed.
- Answered customer inquiries regarding store policies and procedures.
- Processed returns and exchanges of merchandise in accordance with store policies.
- Performed price evaluations for custom requests and promotional offers.
- Sanitized countertops, registers, windowsills, and floors regularly.
- Implemented feedback-driven improvements in customer service.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Tracked orders from start to finish to ensure the timely delivery of goods or services.
- Developed and implemented sales strategies to increase credit card applications.
- Responded to inquiries from customers regarding credit card terms and conditions.
- Ensured accurate application verification for new accounts.
- Addressed and resolved technical problems to ensure the efficient use of self-checkout machines.
- Monitored and maintained checkout lanes to ensure customer satisfaction.
- Assisted customers with scanning, bagging, and payment processes.
- Maintained high standards of service during every customer engagement.
- · Maintained knowledge of current products and pricing.
- · Answered phone calls to assist customers with questions and orders.
Education
MBA - Business Administration
University of Louisville
Louisville, KY08.2022
Bachelor of Science - Business Management
North Carolina A & T State University
Greensboro, NC05.2019
Skills
- Account management
- Customer support
- Operating procedures
- Multitasking
- Key Holder
- Problem-solving abilities
- Adaptive team player
Certification
- Community Development Certified Financial Counselor, Helping Everyone Reach Opportunity INC - Issued June 2020
Timeline
Cashier
Lowe's
12.2022 - 06.2024
Notary Public
Self-Help Credit Union
07.2021 - Current
Senior Member Service Rep/Vault Teller
Self-Help Credit Union
07.2019 - Current
- Community Development Certified Financial Counselor, Helping Everyone Reach Opportunity INC - Issued June 2020
MBA - Business Administration
University of Louisville
Bachelor of Science - Business Management
North Carolina A & T State University
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