Brittany Haney
Alton,MO
Summary
Dynamic professional with extensive experience as a Loan Secretary at Alton Bank, excelling in loan processing and customer service. Proven ability to enhance efficiency through streamlined documentation and effective communication. Skilled in loan documentation and maintaining confidentiality, consistently delivering exceptional results while managing multiple priorities with attention to detail.
Overview
22
22
years of professional experience
Work History
Loan Secretary
Alton Bank
Alton, MO
02.2021 - Current
- Processed loan applications efficiently, ensuring compliance with bank policies and regulations.
- Coordinated communication between borrowers and lenders to facilitate timely processing of loans.
- Maintained accurate loan files, updating records in the bank's loan management system.
- Assisted in preparing documentation for loan closings, ensuring all necessary paperwork was complete.
- Enhanced loan processing efficiency by streamlining documentation preparation and review procedures.
- Managed multiple high-priority tasks simultaneously while maintaining accuracy and attention to detail under tight deadlines.
- Provided exceptional customer service throughout the entire lending process from initial contact through post-closing follow-up calls; consistently received positive feedback from clients.
- Maintained accurate records of organizational finances and generated reports as requested.
- Performed control and balancing procedures to verify accuracy of drawers.
- Maintained confidentiality of information related to receiving, recording and depositing of funds.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
Orthodontic Treatment Coordinator
Westrock Orthodontics
West Plains, MO
05.2004 - 02.2021
- Coordinated patient schedules to optimize treatment flow and enhance clinic efficiency.
- Assisted in developing treatment plans by gathering patient information and preferences.
- Managed insurance verification processes, ensuring accurate coverage communication to patients.
- Facilitated effective communication between orthodontists, patients, and parents regarding treatment progress.
- Educated patients on orthodontic procedures and post-treatment care protocols for improved compliance.
- Guided patients through their financial options while discussing treatments, offering flexible payment plans tailored to individual needs.
- Conducted thorough case presentations with families to ensure understanding of the treatment plan and its benefits.
- Enhanced patient satisfaction by providing exceptional customer service and addressing concerns promptly.
- Coordinated appointments with other dental specialists, facilitating seamless interdisciplinary care for patients.
- Maintained detailed patient records, adhering to HIPAA regulations and keeping information secure.
Education
High School Diploma - Dental Assistant
Alton School
Alton, MO05.2004
Skills
- Loan servicing
- Office administration
- Document preparation
- Loan underwriting
- Loan documentation
- Loan processing
- Confidentiality
- Bank reconciliation
- Data entry
- Accounts payable
- Financial reporting
- Invoice management
- Expense tracking
- Customer service
- Teamwork and collaboration
- Attention to detail
- Multitasking
- Reliability
- Excellent communication
- Organizational skills
- Effective communication
Timeline
Loan Secretary
Alton Bank
02.2021 - Current
Orthodontic Treatment Coordinator
Westrock Orthodontics
05.2004 - 02.2021
High School Diploma - Dental Assistant
Alton School