Cortney Marmon
Indianola,IA
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
18
18
years of professional experience
Work History
Compliance Analyst
DLL
11.2023 - Current
- Reviewed and validated Customer Identification information to satisfy criteria set forth by the company
- Reviewed and determined structure and transaction risk, validated customer source of funds and other customer or transactional attributes
- Performed customer searches to identify adverse news and identifying potential reputational risks
- Validated the customer risk rating
- Performed and cleared Politically exposed individuals according to company guidelines
- Identified continuing process improvement and communicating opportunities to supervisor
- Documented and organized findings for supervisor and other departments
- Communicated effectively and strategized with various front-end members including Sales Representatives to resolve issues.
- Reviewed audit and monitoring reports related to consumer and client activities.
- Stayed current with latest changes to applicable regulatory standards and company procedures.
- Developed improvement and corrective action plans to bring operations in line with requirements.
- Assisted investigation and risk management teams with fraud investigations and risk identification.
- Prepared documentation and records for upcoming audits and inspections.
IF Processing Administrator
DLL
11.2021 - 11.2023
- Reviewed financial transaction documentation to ensure legal enforceability and adherence to company policies
- Ensured company's security interests (UCC and/or Title) in equipment have been established
- Analyzed documents to ensure customer intentions are reflected in document package and work with Commercial teams to translate customer's needs into correct and timely solution.
- Completed coverage by delivering policies, planning future follow-up conversations and evaluating needs.
- Worked to meet or exceed targets as defined in sales incentive plan and assigned by manager.
- Responded to customer inquiries and requests related to products.
- Posted payments to accounts and maintained records.
Office Manager
Indianola
06.2019 - 11.2021
- Ran daily reports including but not limited to production reports, stats reports
- Took, typed, and proofread meeting minutes
- Answered escalation questions for team members and leadership within area and outside areas
- Created and implemented new policies, procedures, and reports
- Answered phones and routed calls to correct areas
- Conducted interviews and other aspects of hiring process including decision making on new hires
- Oversaw training for new hire team members
- Updated databases and created spreadsheets to track new documents and workflow
- Scheduled inspections and verified times
- Entered checks and checked daily mail
- Addressed any customer complaints via phone and email correspondence
- Coordinated events for employees and outside agencies
- Ran monthly reports including Building Permit Databases and Property Code Violations
- Scanned and uploaded documents to files.
- Worked as back up for HR coordinator
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Launched quality assurance practices for each phase of development
- Identified and communicated customer needs to supply chain capacity and quality teams.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Defined clear targets and objectives and communicated to other team members.
Utility Services Rep
Indianola Municipal Utilities
02.2018 - 06.2019
- Ran daily reports including but not limited to production reports, stats reports
- Assisted with recruiting and promoting for new employees
- Answered escalation questions for team members and leadership within area and outside areas
- Created and implemented new policies, procedures, and reports
- Cross trained on fiber (internet, video, and phone)
- Conducted interviews and other aspects of hiring process including decision making on new hires
- Oversaw training for new hire team members
- Answered phones and scheduled installation of fiber, submitted trouble tickets for fiber and city related issues
- Signed customers up for utility services and fiber
- Opened and closed office including balancing register, uploading meter reading routes, unloading meter reading routes, checking voicemails, and unlocking building
- Addressed any customer complaints
- Created disconnection of service notices for customers
- Ran monthly reports including meter reports and finance reports
- Completed write ups and tax offsets on customer accounts.
- Maintained high customer satisfaction standards to meet or exceed targets.
- Continuously adhered to strict regulations as well as detailed instructions, guidelines and specifications.
- Followed instructions from supervisor regarding daily job tasks and duties.
Work Director 2
Wells Fargo & Company
06.2015 - 02.2018
- Received and answered correspondence and other communication from board.
- Designed annual marketing plan and made high-level, long-term suggestions to board.
- Maintained working knowledge of significant developments and trends in field.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Reported issues to higher management with great detail.
- Assisted in recruiting, hiring and training of team members.
- Reduced operational risks while organizing data to forecast performance trends.
- Developed membership and stakeholder confidence to add value to membership program.
- Maintained official records and documents to adhere to federal, state and local regulations.
Loan Processor 3
Wells Fargo & Company
07.2010 - 06.2015
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Provided quick turnaround times to maintain fast-past schedule.
- Set up and completed loan submission packages.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Handled any conditions sent from underwriting departments.
- Processed loans within various departments to achieve timely, accurate, and fair proceedings.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
Recruiter
Healthy Air
06.2006 - 07.2010
- Devised a technique for introducing the sales concept and the product to customers
- Advised customers about products and accessories
- Served as product specialist and trainer for new hires up to 25 in a classroom setting
- Assisted in opening and closing functions
- Scheduled appointments and making schedules for employees
- Filed and maintained all employee records
- Conducted business meetings
- Assisted in collection calls
- Addressed any employee issues and complaints
- Assisted with payroll and inputting hours for employees
- Verified timecards
- Reviewed employees benefits and sign up process
- Managed all of the hiring and termination of employment.
- Operated and maintained applicant tracking and candidate management systems.
- Conducted reference checks, background screening and other pre-employment checks to verify information on applicant's resume.
- Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
- Studied job descriptions and qualifications to determine applicant requirements.
- Coordinated schedules to arrange management interviews applicants.
Education
Bachelor of Science - Psychology
Grand Canyon University
Phoenix, AZ08-2026
Human Resources Certification - Human Resources
US Army
Fort Campbell, SC 08-2009
Skills
- Operations Management
- Customer Service
- Clear oral/written communication
- Relationship Building
Timeline
Compliance Analyst
DLL
11.2023 - Current
IF Processing Administrator
DLL
11.2021 - 11.2023
Office Manager
Indianola
06.2019 - 11.2021
Utility Services Rep
Indianola Municipal Utilities
02.2018 - 06.2019
Work Director 2
Wells Fargo & Company
06.2015 - 02.2018
Loan Processor 3
Wells Fargo & Company
07.2010 - 06.2015
Recruiter
Healthy Air
06.2006 - 07.2010
Bachelor of Science - Psychology
Grand Canyon University
Human Resources Certification - Human Resources
US Army
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