Dana Phillips

Coordinate the ordering and tracking of property appraisals and evaluations, liaison between lenders and appraisers via email and phone, maintain and manage vendor records and documentation, digitally index loan documents within bank software, filing of physical loan documents, and provide administrative support to loan processors.

Handled incoming calls from all bank branches, providing prompt customer support and aiding customers with banking transactions while resolving questions about online and digital banking services.

Contacted patients to update personal information, including addresses, phone numbers, and insurance details, confirmed and scheduled upcoming appointments, ensuring accurate and up-to-date records, and demonstrated respect, friendliness, and willingness to help wherever needed.