Summary
Overview
Work History
Education
Skills
Timeline
AdministrativeAssistant

Casey Leach

Unionville,MO

Summary

Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.

Overview

13
13
years of professional experience

Work History

Administrative Assistant

Minear Appraisal Service
02.2021 - Current
  • Answered the phone delivering messages to staff and greeting visitors.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Executed record filing system to improve document organization and management.
  • Scheduled office meetings and client appointments for staff teams.
  • Did data entry into the appraisal software, mapped all the properties, got all files ready for the appraiser to be able to complete the review of the property.

Assistant Manager/Loan Officer

Industrial Employees Credit Union
09.2018 - 02.2021
  • Collected and compiled paperwork such as titles, insurance paperwork, loan files and tax histories.
  • Reviewed and validated details of loan applications and closing documentation.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Balanced multiple daily ledgers
  • Maintain good communication with all loan customers
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
  • Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.

Branch Manager

Great Western Bank
03.2018 - 09.2018
  • Maintained friendly and professional customer interactions.
  • Assessed employee performance and developed improvement plans.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Engaged employees in business processes with positive motivational techniques.
  • Complied with regulatory guidelines and requirements.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Resolved various issues impacting sales management and business operations.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.

Loan Teller

Putnam County State Bank
04.2012 - 03.2018
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Monitored all the loan files to make sure all the required information was received in a timely manner
  • Set up and managed all the escrow accounts.

Education

High School Diploma -

North Mercer R-III
Mercer, MO
05.1995

Skills

  • Employee Training
  • Office Management
  • Bookkeeping
  • Proofreading
  • Records Preparation
  • Credit Checks
  • Filing
  • Document Retrieval
  • Account Balancing
  • Data Collection
  • Recordkeeping
  • Data Entry Documentation

Timeline

Administrative Assistant

Minear Appraisal Service
02.2021 - Current

Assistant Manager/Loan Officer

Industrial Employees Credit Union
09.2018 - 02.2021

Branch Manager

Great Western Bank
03.2018 - 09.2018

Loan Teller

Putnam County State Bank
04.2012 - 03.2018

High School Diploma -

North Mercer R-III

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