A customer service professional, brings valuable experience in addressing and resolving customer issues effectively. Known for strong focus on team collaboration and achieving positive outcomes. Reliable and adaptable with excellent communication and problem-solving skills.
Overview
18
18
years of professional experience
Work History
Loan Assistant/ Closer
The Citizens Bank of Philadelphia
11.2016 - Current
Managed multiple priorities simultaneously while consistently meeting deadlines for loan closings and disbursements.
Maintained organized records, facilitating efficient retrieval of information for audits and regulatory examinations.
Worked closely with borrowers to gather required documentation, ensuring timely submission and approval of loans.
Assisted in maintaining a high level of customer satisfaction by addressing concerns and providing timely responses to inquiries.
Ordered information such as credit reports, environmental assessments, and property appraisals.
Collaborated with Loan Officers to ensure accurate documentation and compliance with lending regulations.
Reduced errors in loan applications through diligent review, data entry, and verification processes.
Assessed loan compliance to meet mortgage lending laws and regulations.
Assembled important paperwork and disclosures for borrower.
Maintained compliance with Fair Lending Practices, Home Mortgage Disclosure Act guidelines, Truth in Lending Act requirements and bank policies.
Provided administrative support to Loan Officers, including calendar management, travel coordination, and meeting preparation for increased efficiency and productivity.
Assisted in training new Loan Assistants, sharing knowledge and expertise for their success in the role.
Set up files using loan officer checklist and submitted on-time for processing.
Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
Reviewed and validated details of loan applications and closing documentation.
Set up, stored and updated customer files, department records and regulatory paperwork.
Managed a pipeline of prospects, maintaining consistent follow-ups to ensure timely closings.
Maintained high levels of customer satisfaction by addressing concerns promptly and professionally throughout the closing process.
Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
Calculated, reviewed and corrected errors on interest, principal and closing costs.
Provided excellent customer service during the loan process, from initial inquiry to closing, ensuring a seamless experience for clients.
Bartender
Ton80
06.2024 - 02.2025
Served high customer volumes during special events, nights, and weekends.
Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
Kept bar presentable and well-stocked to meet customer needs.
Followed alcohol awareness procedures for preventing excessive guest intoxication.
Adhered to state laws regarding alcoholic beverage services and customer regulations.
Supported special events through attentive service, adapting quickly to varying needs of guests or clients.
Enhanced dining experience, suggesting food and drink pairings that complemented menu offerings.
Handled cash and card transactions accurately, reducing discrepancies and balancing till at end of each shift.
Ensured compliance with health and safety regulations, routinely checking and documenting bar cleanliness and equipment functionality.
Adapted to fast-paced environment, effectively managing multiple drink orders simultaneously without compromising quality.
Regularly cleaned and sanitized bar area, beer lockers, refrigeration and storage areas.
Assisted with inventorying beverage stock and bar supplies.
Prepared custom drink orders by accurately measuring and mixing house ingredients.
Prepared garnishes by evenly slicing and pitting fruits.
Increased customer satisfaction by providing excellent service and crafting high-quality cocktails.
Head Bank Teller
Navigator Credit Union
05.2007 - 06.2016
Managed high-volume cash drawer, maintaining accountability and minimizing discrepancies.
Assisted branch management in implementing new policies and procedures, ensuring smooth transitions for both staff and clients.
Balanced ATM machines daily as part of routine maintenance tasks, ensuring optimal functioning and reliability for customers'' use.
Conducted regular audits of cash drawers, ensuring compliance with internal controls and regulatory requirements.
Mentored junior bank tellers, fostering a positive work environment and encouraging professional growth.
Decreased wait times during peak hours by implementing effective queuing strategies that maximized available resources.
Handled escalated customer service issues, resolving conflicts professionally while maintaining client satisfaction.
Manager, Operations at Silicon Valley Bank (now a division of First Citizens Bank)Manager, Operations at Silicon Valley Bank (now a division of First Citizens Bank)