Summary
Overview
Work History
Education
Skills
Affiliations
Awards
Timeline
Generic

Caryn Wake

Windsor,NY

Summary

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Commerical Lines Rater position. Ready to help the team achieve company goals.

Overview

30
30
years of professional experience

Work History

Account Management Rep

Preferred Mutual Insurance Company
09.2018 - Current
  • Providing exceptional customer service and support to internal and external customers.
  • Helped streamline internal processes for improved efficiency with remote Accounts Payable processing with little to no error.
  • Follow all organizational policies and procedures to maintain safe and professional working environments.
  • Established positive relationships with vendors.
  • Maintained positive customer relations and coordinated with team members to properly handle requests and questions.
  • Paid attention to detail while completing assignments.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Good communication skills, both verbal and written.
  • Skilled at working independently as well as working well in a team setting, providing support and guidance.
  • Applied effective time management techniques to meet tight deadlines.
  • Worked effectively in fast-paced environments.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.

Branch Manager

Community Bank, N.A.
10.1993 - 07.2018
  • Actively recruited and oversaw training for all new branch employees.
  • Modeled trends and adjusted branch plans accordingly.
  • Educated customers on the variety of loan products including Mortgages, Small Business and Personal loans and available credit options.
  • Increased core deposit growth by 271% of annual goal.
  • Designed sales and service strategies to improve revenue and retention.
  • Consistently complied with company policies and government regulations.
  • Developed the annual branch business plan for maximum profitability and effectiveness.
  • Monitored key performance metrics.
  • Maintained confidentiality and professionalism
  • Planned and executed promotional events.
  • Implemented annual performance appraisals for all branch staff.
  • Adhered to all federal and state compliance guidelines for retail mortgage lending.
  • Mentored staff to increase sales success and productivity.
  • Clerical duties including answering phones, typing letters, answering mail/faxed questionnaires on customers financial records, balancing customers account records, opening accounts and everyday customer contact for various purposes including complaint resolution.

Education

Liberal Arts

Morrisville State College
Norwich, NY

High School Diploma - Business/Secretarial Science

Norwich City Schools
Norwich, NY
1984

Skills

  • Computer proficient
  • General Clerical skills
  • Customer Service Focused
  • File/records maintenance
  • Deductive reasoning ability
  • Strategic planning
  • Excellent time management skills
  • Excellent work ethic
  • Basic mathematical aptitude
  • Dependable
  • Multi-tasking ability
  • Employee training
  • Results-oriented
  • Team leadership
  • Reliable
  • Strong interpersonal skills
  • People-oriented
  • Quick learner
  • Notary Public
  • Analytical Thinking
  • Data entry proficiency
  • Performance Tracking
  • Goal-oriented mindset
  • Paperwork Processing
  • Attention to Detail
  • Task Prioritization
  • Problem-Solving
  • Troubleshooting

Affiliations

Member of the NYSW Inc. President in 2013-2014

Notary Public

NMLS Licensed

Lending and Overdraft  authority


Awards

Received Overall Branch of Year Award in 2017
2nd place Mortgage Production 2017
2nd Place Home Equity Production 2017
2nd Place Installment Loans 2017

Received Top Performer in IPC deposits in 2012

Received Top Performer in Small Business Lending 2014,2015 and 2017

Received Top Performer in Installment loan production in 2011 and2014

Timeline

Account Management Rep

Preferred Mutual Insurance Company
09.2018 - Current

Branch Manager

Community Bank, N.A.
10.1993 - 07.2018

Liberal Arts

Morrisville State College

High School Diploma - Business/Secretarial Science

Norwich City Schools

Similar Profiles

CREATE PROFILE
Caryn Wake