Detail-oriented Loan Documentation Specialist with expertise in regulatory compliance and loan processing. Proven ability to maintain organized records and ensure accuracy, contributing to streamlined operations and enhanced customer service.
Work History
Loan Documentation Specialist
2 Years 11 Months
CB&S Bank | 09.2023 - Current
Processed loan documentation ensuring compliance with regulatory standards and internal policies.
Reviewed and verified accuracy of loan closing documents prior to final submission.
Reviewed and verified the accuracy of loan closing documents prior to final submission.
Maintained organized electronic records of loan files for efficient retrieval and audits.
Internal Support Specialist
23 Years
CB&S Bank | 09.2000 - 09.2023
Delivered exceptional customer service support, resolving inquiries and issues efficiently.
Managed customer accounts, maintaining accurate records and providing timely updates on services.
Collaborated with team members to improve operational processes and enhance service delivery.
Facilitated training sessions for new staff, ensuring adherence to bank policies and procedures.
Assistant Head Teller
7 Years 5 Months
Valley State Bank | 04.2000 - 09.2007
Trained and mentored new tellers on customer service standards and transaction processes.
Assisted in resolving complex customer inquiries, enhancing client satisfaction and retention.