COLLEEN BAKER
Mason City,IL
Summary
Self-motivated professional with an extensive customer service background. Accomplished in multitasking and balancing priorities, always willing to take on additional responsibilities and challenges. Displays excellent time management with high attention to detail.
Overview
12
12
years of professional experience
Work History
Sr. Finance Assistant
State Farm
05.2023 - Current
- As a Senior Finance Assistant I provide support for the finance department-Financial Shared Services. I handle a variety of tasks, including maintaining financial records, approving employee/agent expense reports (Travel and Expense) and/or invoices for several different suppliers/vendors (Accounts Payable). I ensure accuracy in financial records, help with compliance, and have been involved in more complex financial analysis and decision-making support.
- In addition to my daily responsibilities, I have also assisted with the training/onboarding of new and existing employees.
- Hybrid
Pre-Purchase Specialist
Better.com
08.2021 - 11.2022
- As a Pre-Purchase Specialist I was responsible for reviewing all loan files for Investors and ensuring all required documents and information is collected and cleared for purchase. This included working internally with the company's respective departments for missing information and clarification, as well as working with third parties such as the borrower, title company, insurance companies etc. Requires diligent follow up and professional demeanor while working to clear files for purchase.
- Note Exceptions, Trailing Documents
- Remote Position
Purchase Clearing Analyst
Wells Fargo
06.2019 - 05.2021
- I originally started as a Mortgage Loan Documents Specialist reviewing files and data entry. I quickly moved into a role in Purchase Clearing where my main focus was clearing conditions that had been placed on loan files for missing or incomplete documents. I received a promotion and worked internally, and externally with several different clients to get loans funded as quickly as possible. I took calls and emails directly from the lenders to help them resolve any issues with the loan files. Communication and providing great customer service, as well as extensive knowledge of the acceptable documentation to make the loan eligible for purchase were a huge part of this role.
Floating Assistant Branch Manager
Prairie State Bank and Trust
07.2018 - 03.2019
- In this role I traveled to several different branches in the area that were either short staffed or lacking managerial support. My responsibilities included but were not limited to:
- Providing excellent customer service while processing daily transactions.
- Opening and maintaining a variety of consumer accounts.
- Training and coaching to new and existing employees.
- Audits
- Scheduling
Senior Member Service Representative
CEFCU
02.2014 - 03.2018
- Throughout my career at CEFCU, I maintained exceptional customer service and relationships. I continually met and exceeded individual, office, and corporate goals. These achievements led to my promotions from a Scheduling Pool Member Assistant, to a Member Service Representative, and then to the Senior Member Service Representative. My duties included but were not limited to:
- Processing daily transactions, establish/service individual and business accounts, IRA's, Estate accounts, and Certificates of Deposit, process and close consumer loan applications.
- Review loans for approvals, train employees, audit the ATM(s), and balanced the office vault(s).
Education
Associate's Degree - Business, Communications, General
Lincoln College
05.2012
Skills
- Proficient in Microsoft Office Suite
- Training & development
- Analytical reasoning
- Interpersonal communication
- Team development
- Effective listening
- Trustworthy and accountable
- Strategic decision-making
- Systematic problem-solving
- Effective conflict resolution
- Strong work ethic
- Data organization
Timeline
Sr. Finance Assistant
State Farm
05.2023 - Current
Pre-Purchase Specialist
Better.com
08.2021 - 11.2022
Purchase Clearing Analyst
Wells Fargo
06.2019 - 05.2021
Floating Assistant Branch Manager
Prairie State Bank and Trust
07.2018 - 03.2019
Senior Member Service Representative
CEFCU
02.2014 - 03.2018
Associate's Degree - Business, Communications, General
Lincoln College
Hobbies and Interests
Spending time with Family and Friends, Volunteer Work, Outdoor Activities, Traveling
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