Caden Clodfelter
Meridian,MS
Summary
Detail-oriented and adept in managing high-volume environments efficiently. Polite, professional, and successful in applying strong communication and problem resolution skills with a great work ethic. Skillful in building long-lasting, loyal customer & workplace relationships. Seeks to learn the products and services of a business, while completing each task as efficiently as possible. Dedicated and passionate about turning these skills into a career within a great company.
Overview
4
4
years of professional experience
Work History
Financial Advisor Assistant
Citizens National Bank
Meridian, MS
12.2023 - Current
- Facilitated the onboarding process for new clients, ensuring a smooth transition and fostering trust in the financial advisory team from the start.
- Maintain client relationships using our Wealth Management CRM systems.
- Developed strong relationships with clients through consistent follow-up communications and personalized attention to their financial needs.
- Enhanced client satisfaction by promptly addressing inquiries and providing exceptional customer service.
- Create informative reports to educate clients on their personal investment allocation, and wealth management options.
Booking & Funding Specialist
Citizens National Bank
Meridian, MS
04.2022 - 12.2023
- Reviewed details of loan packages and closing documentation.
- Book & Fund Commercial loans into the core banking system and correct ledger accounts.
- Monitor Post-Closing ticketing system assigning and working tickets in a timely manner.
- Image both loan & customer documents into the Banks imaging application.
- Monitor missing loan insurance report to obtain up to date insurance on a weekly basis.
- Thoroughly complete monthly bank Note Audit.
- Examine all UCC and Simplifile entries for accuracy.
- Work weekly Regulation B reports.
- Continuous cross-training in multiple areas of Loan Post-Closing Department.
- Assisted as a "Horizon XE Champion" in Citizens National Banks core conversion from bankway to Horizon XE.
Customer Care Specialist
Citizens National Bank
Meridian, MS
09.2020 - 04.2022
- Provided excellent customer service while helping customers with account information and issues their concerning accounts.
- Answered calls for all CNB branches.
- Helped customers with Online Banking and Ready Line Support.
- Monitored Mobile and ATM Deposits.
- Placed stop payments and holds on checks.
- Closed, opened, and ordered new debit cards.
- Verified accuracy of customer account information and updated when necessary.
- Assisted in training new employees and participated in cross-training with other departments.
Education
High School Diploma -
Lamar High School
Meridian, MS2017
Some College
Meridian Community College
Meridian, MSSkills
- Proficient in Microsoft Word, Excel, and PowerPoint
- Proficient in Horizon XE Core Banking System
- Able to work efficiently & effectively in fast paced environments
- Strong multi-tasking abilities
- Forward thinker
- Problem solving
- Organized
- Communication skills
- Customer service
- Data entry
Timeline
Financial Advisor Assistant
Citizens National Bank
12.2023 - Current
Booking & Funding Specialist
Citizens National Bank
04.2022 - 12.2023
Customer Care Specialist
Citizens National Bank
09.2020 - 04.2022
High School Diploma -
Lamar High School
Some College
Meridian Community College