Caitlin Manon
Perrysburg
Summary
Accurate and dedicated professional, evaluates financial documentation and promotes positive client interactions. Works exceptionally well in fast-paced environments driven by tight deadlines. Employs critical eye toward document details and customer information to avoid errors and promote efficiency.
Overview
7
7
years of professional experience
Work History
Financial Services Representative
ProMedica Federal Credit Union
09.2024 - Current
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Examined customer loan applications for loan approvals and denials.
- Negotiated favorable loan terms with borrowers, increasing overall profitability for the company.
- Streamlined loan processing procedures, significantly reducing turnaround times for loan approvals.
- Enhanced customer satisfaction with personalized loan consultations, guiding clients through complex processes.
Commercial Loan Processor
The State Bank and Trust Company
09.2022 - Current
- Managed a diverse portfolio of commercial lending cases, ensuring that deadlines were met while maintaining a high level of quality assurance standards.
- Maintained a high level of accuracy when reviewing financial documents, including income statements, credit reports, and collateral evaluations.
- Delivered consistent results under tight deadlines using strong organizational skills and an ability to prioritize tasks effectively.
Human Resource Administrative Assistant
Strategic Connections
10.2021 - 09.2022
- Processed documentation for employee actions such as new hires, grievance resolutions and terminations.
- Organized successful company events that promoted team building and boosted morale among staff members.
- Managed payroll processes efficiently, ensuring timely payment of salaries without errors or discrepancies.
- Contributed to month-end closing procedures by preparing detailed accounts receivable aging reports for management review.
Loan Servicing Specialist
The State Bank and Trust Company
07.2018 - 07.2021
- Maintained detailed records of borrower interactions for audit purposes, ensuring full regulatory compliance at all times.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Corroborated on-time payments and meeting of loan terms by assessing customer accounts.
Education
Business Management Technology -
The University of Toledo
12.2018
Skills
- Teamwork and Collaboration
- Conflict Management
- Computer Literacy
- Bookkeeping
- Documentation Review
- Financial services
- Customer relationship management
- Cash management
Organizations
Alpha Kappa Psi - Co-ed Professional Business Fraternity
Alumna
Timeline
Financial Services Representative
ProMedica Federal Credit Union
09.2024 - Current
Commercial Loan Processor
The State Bank and Trust Company
09.2022 - Current
Human Resource Administrative Assistant
Strategic Connections
10.2021 - 09.2022
Loan Servicing Specialist
The State Bank and Trust Company
07.2018 - 07.2021
Business Management Technology -
The University of Toledo
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