Summary
Overview
Work History
Education
Skills
Misc
References
Timeline
Generic

Dancee Engelke

Big Timber,MT

Summary

Demonstrates responsiveness and commitment to high standards in all tasks. Flexible and willing to work overtime or take on additional responsibilities to support company goals. Eager to acquire new skills and adapt to evolving job requirements. Proven ability to deliver quality results under pressure.

Overview

15
15
years of professional experience

Work History

Consumer Loan Officer

Sky Federal Credit Union
Big Timber, MT
04.2022 - Current
  • Analyzed financial statements, credit reports, and other documents to assess borrower's creditworthiness.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
  • Identified valuable solutions for customers with credit problems.
  • Counseled clients on budgeting techniques that would help them manage their debt more effectively.
  • Monitored loans for compliance with state regulations and company policies.

Financial Services Representative

Sky Federal Credit Union
Big Timber, MT
06.2020 - 04.2022
  • Conducted comprehensive financial planning and analysis to identify client needs and goals.
  • Performed account opening for new customers, processed deposits, withdrawals, loan applications.
  • Assisted with account opening processes by verifying information, collecting required documents, and entering data into the system.
  • Prepared account opening documents according to established procedures and regulations.
  • Processed account opening and closing requests, deposits, withdrawals, loan payments, transfers.

Teller

Sky Federal Credit Union
Big Timber, MT
10.2018 - 06.2020
  • Maintained confidentiality of bank records and client information.
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Cross-sold additional bank products when applicable to meet customer needs.
  • Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
  • Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
  • Received and counted daily inventories of cash, drafts and checks.
  • Maintained accurate records of all transactions and customer interactions.

Bartender/Manager

Timber Bar
Big Timber, MT
02.2010 - 07.2014
  • Consistently maintained high levels of cleanliness, organization, storage and sanitation of food and beverage products to ensure quality.
  • Operated cash register and Point of Sale (POS) system for transactions and made proper change for cash transactions.
  • Performed weekly ordering of necessary supplies such as glasses, mixers and garnishes.
  • Balanced daily registers and generated sales reports for management.
  • Placed weekly liquor orders and performed weekly liquor counts, maintaining adequate inventory.
  • Monitored daily sales transactions to ensure accuracy.
  • Trained new bartenders on proper alcohol handling techniques and customer service etiquette.

Education

GED -

Community Health Partners
Livingston, MT
02-2017

Skills

  • Financial planning
  • Risk assessment
  • Problem solving
  • Dependable and responsible
  • Teamwork and collaboration
  • Organization and time management
  • Friendly, positive attitude
  • Regulatory compliance

Misc

I am willing to further my education also. I am eager to learn new trades and willing to put in the time to get the appropriate certification to be the best version of myself for this roll.

References

References available upon request.

Timeline

Consumer Loan Officer

Sky Federal Credit Union
04.2022 - Current

Financial Services Representative

Sky Federal Credit Union
06.2020 - 04.2022

Teller

Sky Federal Credit Union
10.2018 - 06.2020

Bartender/Manager

Timber Bar
02.2010 - 07.2014

GED -

Community Health Partners

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Dancee Engelke