Desiree Pagan
Hobart,IN
Summary
Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities. Well-qualified administrative professional with remarkable typing skills, data entry expertise and goal-oriented mentality. Proficient in updating daily logs, investigating discrepancies and managing records. Focused on maximizing service and comfortable working with little oversight.
Overview
7
7
years of professional experience
Work History
Banker
OLD NATIONAL BANK
GARY, IN
10.2022 - Current
- Maintained accurate records of all transactions within the branch's database system.
- Monitored changes in regulations affecting banks and updated policies accordingly.
- Researched discrepancies between bank records and customer accounts.
- Verified customer identity using government-issued identification documents.
- Performed daily reconciliation of bank accounts to ensure accuracy of records.
- Assisted with onboarding new employees by training them on banking procedures.
- Developed financial plans for customers based on their individual needs.
- Conducted risk assessments on potential loan applicants to assess creditworthiness.
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Participated in community outreach events to promote awareness of the bank's services.
- Processed loan applications and prepared relevant documents for approval.
- Ensured compliance with state and federal banking regulations through regular reviews.
- Analyzed customer's financial information to determine the best banking products for them.
PROCESSING MAIL CLERK
USPS
LAPORTE, IN
01.2020 - 09.2022
- Provided excellent customer service to ensure satisfaction.
- Verified accuracy of all paperwork prior to submission for processing.
- Created memos, letters, emails, reports, presentations as requested by management.
- Processed customer payments accurately and efficiently.
- Scanned documents into digital formats ensuring accuracy of content.
- Performed data entry tasks to update customer accounts records.
- Organized and maintained filing systems for confidential documents.
Customer Service Representative
H&R Block
HOBART, IN
09.2017 - 12.2018
- Implemented innovative methods for streamlining the customer service process.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Conducted regular follow-up calls with customers after resolving their issues.
- Answered customer inquiries and provided accurate information regarding products and services.
- Identified opportunities for upselling additional products or services based on customer needs.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
Education
Neighbors' New Vistas High School
Portage, IN06-2016
Skills
- Employee Training Assistance
- Loan Closing
- New Account Setup
- Dual Control Vaults
- Products and Services Knowledge
- Customer Service
- Financial Institution Regulations
- Prospect Calling
- Performance Optimization
- Tax Law Compliance
- Collections and invoice processing
- Administrative Support
- Database Management
- Finance
Timeline
Banker
OLD NATIONAL BANK
10.2022 - Current
PROCESSING MAIL CLERK
USPS
01.2020 - 09.2022
Customer Service Representative
H&R Block
09.2017 - 12.2018
Neighbors' New Vistas High School