Summary
Overview
Work History
Education
Skills
Languages
Interests
Timeline
Generic

CATHERINE MARCUM

Pineville,Louisiana

Summary

Dynamic Operations Specialist with a proven track record at Heart Of Louisiana Credit Union, excelling in operational efficiency and cross-functional communication. Adept at managing multiple projects and enhancing customer satisfaction through effective problem-solving and relationship building. Skilled in process documentation and resource planning, driving continuous improvement in team performance.

Overview

10
10
years of professional experience

Work History

Operations Specialist

Heart Of Louisiana Credit Union
04.2024 - Current
  • Assisted in coordinating daily operational tasks to support team efficiency.
  • Learned and applied safety protocols to maintain a secure work environment.
  • Supported inventory management processes through data entry and tracking.
  • Collaborated with team members to streamline communication across departments.
  • Verify accuracy and completeness of transaction data.
  • post closing reviews and audits
  • Maintains proper filing & closing disclosures
  • Process various reports: Card reports, Insurance, title, collateral and audits
  • draft and mail correspondence in relation to operations. Answer and return phone calls
  • research and resolve any concerns
  • Collected, arranged, and input information into database system.
  • used VINTEK (title work electronically)
  • Scanning daily reports as well as daily teller transactions
  • Developed proficiency in using software tools to manage operational workflows.
  • Contributed to process documentation for improved training materials and resources.
  • Adapted quickly to changing priorities while maintaining focus on core responsibilities.
  • Engaged in continuous learning opportunities to enhance operational knowledge and skills.
  • Oversaw day-to-day operations, delegating tasks appropriately to ensure smooth workflow and timely completion of projects.
  • Boosted customer satisfaction, addressing client concerns in a timely and professional manner.
  • Successfully managed multiple projects simultaneously while adhering to deadlines and budget constraints.

Relationship Banker

First Guaranty Bank
08.2022 - 04.2024
  • Assisted clients with account inquiries, ensuring prompt and accurate responses.
  • Developed strong client relationships through personalized service and effective communication.
  • Processed transactions efficiently while maintaining compliance with banking regulations.
  • Identified opportunities for cross-selling banking products to enhance customer satisfaction.
  • Collaborated with team members to resolve complex customer issues effectively.
  • Educated clients on digital banking tools, improving user engagement and satisfaction.
  • Maintained up-to-date knowledge of financial products and services to provide informed recommendations.
  • Evaluated client needs to offer tailored financial solutions that align with their goals.
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • cash handling and balancing drawer daily
  • wire transfers in and out
  • opening new business and consumer accounts
  • answering phone and addressing questions

Child Specific Para

Rapides Parish School Board
08.2021 - 08.2022
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked with Special Needs and help teacher

Call Center Representative

Louisiana Eye & Laser
01.2017 - 10.2019
  • Managed high-volume inbound calls to ensure customer satisfaction and resolve inquiries efficiently.
  • Collaborated with team members to streamline call handling processes and improve response times.
  • Trained new representatives on system navigation and effective communication techniques for optimal service delivery.
  • Utilized CRM software to document interactions, track issues, and maintain accurate customer records.
  • Analyzed customer feedback to identify trends and recommend improvements in service protocols.
  • Assisted in developing training materials that enhanced onboarding experience for new staff members.
  • Monitored individual performance metrics to support continuous improvement initiatives within the call center team.
  • Managed high call volumes while providing exceptional customer support and maintaining professional composure.

Teller Associate

Red River Bank
03.2016 - 01.2017
  • Processed customer transactions accurately and efficiently using bank software systems.
  • Assisted customers with account inquiries, providing clear information and effective solutions.
  • Maintained cash drawer integrity by balancing funds at the beginning and end of shifts.
  • Promoted bank products and services, enhancing customer awareness and engagement.

Education

High School Diploma -

Bolton High School
Alexandria, LA

Skills

  • Operational efficiency
  • Planning and coordination
  • Cross-functional communication
  • Project management
  • Operations coordination
  • Risk mitigation
  • Process planning
  • Logistics management
  • System development
  • Unified communications integration
  • Resource planning and scheduling
  • Process documentation
  • Human relations
  • Business forecasting
  • Case management
  • Improvement plans
  • Experience in leadership
  • Personnel assessment
  • Teamwork and collaboration
  • Attention to detail
  • Problem-solving
  • Excellent communication
  • Conflict resolution
  • Time management
  • Decision-making
  • Relationship building
  • Written communication
  • Analytical thinking
  • Task prioritization
  • Multitasking Abilities
  • Organizational skills

Languages

English
Full Professional

Interests

  • Sharing recipes, cooking tips, and culinary experiences through blogs and social media platforms
  • Road Trips
  • Volunteer Work
  • Homelessness Outreach
  • Youth mentor, providing guidance and support to empower the next generation of leaders
  • Enjoy hobbies that combine physical activity with outdoor exploration

Timeline

Operations Specialist

Heart Of Louisiana Credit Union
04.2024 - Current

Relationship Banker

First Guaranty Bank
08.2022 - 04.2024

Child Specific Para

Rapides Parish School Board
08.2021 - 08.2022

Call Center Representative

Louisiana Eye & Laser
01.2017 - 10.2019

Teller Associate

Red River Bank
03.2016 - 01.2017

High School Diploma -

Bolton High School

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CATHERINE MARCUM