Destiny Peffly
Claremore,OK
Summary
Dedicated professional with solid background in high-volume office environments focused on delivering exceptional clerical and operational support for professionals. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Well-versed in managing office supplies, paperwork and project needs.
Overview
7
7
years of professional experience
Work History
Operations Specialist
Regent Financial Services
Tulsa, OK
02.2023 - 07.2024
- Generated comprehensive reports that analyzed operational performance, trends, costs, and productivity.
- Reviewed existing operations processes for accuracy, timeliness, and adherence to internal guidelines.
- Managed daily operational tasks to ensure company efficiency and productivity.
- Demonstrated exceptional telephone etiquette, effectively managing challenging calls.
- Set specific goals for projects to measure progress and evaluate end results.
- Assisted with the development of new customer accounts and account maintenance.
- Performed account maintenance such as address changes, beneficiary updates, and password resets.
- Performed data entry tasks for account maintenance.
- Conducted outbound follow-up calls when necessary for account maintenance or verification.
- Created reports summarizing investment activity for clients on a regular basis.
- Ensured accurate record keeping of all transaction activities within customer accounts.
- Provided administrative support by maintaining client files, scheduling meetings and preparing correspondence.
- Assisted with the preparation of financial plans and presentations to clients.
- Developed comprehensive spreadsheets for tracking client portfolios performance over time.
- Attended training sessions related to industry regulations, products, services and best practices.
- Managed customer inquiries relating to their accounts in a timely manner.
- Collaborated with other departments within the organization to ensure smooth operations across teams.
MRS
Oklahoma Central Credit Union
Tulsa, OK
04.2022 - 12.2022
- Helped members resolve account problems and navigate internal systems to handle routine needs.
- Offered exceptional customer service to differentiate and promote company brand.
- Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
- Reviewed new account applications to verify eligibility of prospective members.
- Delivered quality service by assessing, advising and assisting credit union members.
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Maximized company profitability with appropriate pricing of new loan originations, fee income and selling of products and services.
Universal Banker
Oklahoma Fidelity Bank
Oklahoma , OK
01.2019 - 06.2021
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Completed routine transfers, deposits and bill payments.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Helped customers understand and use technical tools such as mobile applications and online banking.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Advised customers on bank products, services and financial planning options.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Put together and executed loan documents.
Teller
Banccentral National Association
Enid, OK
01.2017 - 01.2019
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Adhered to financial services security and audit procedures.
- Issued and redeemed money orders, cashier checks, traveler's checks, and savings bonds.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
- Assisted customers by phone and in person by answering banking questions and recommending solutions.
- Kept teller window areas clean, organized and fully stocked.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Entered transactions into computer and issued customer receipts.
Loan Officer/Universal Banker
Oklahoma Educators Credit Union
Norman, OK
7/1/21 - 3/14/22
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Spent ample time with each applicant to break down complex information into terms that easy to understand.
Education
GED -
HISET
Enid, OK07.2017
Some College (No Degree) -
Oklahoma City Community College
Oklahoma City, OKSkills
- Regulatory Compliance
- New Account Setup
- Employee Training Assistance
- Cross-Selling and Partner Referrals
- Bank Sales
- Products and Services Knowledge
- Relationship Building
- Product Promotion
- Customer Service
- Prospect Calling
- Financial Institution Regulations
- Customer Service-Oriented
- Account Services
- Check Cashing
- Transaction Error Identification
- Problem-Solving
- Application Review
- Loan Feasibility Assessment
- Attention to Detail
- Loan File Maintenance
- Credit History Review
- File Organization
- Spreadsheet Management
- Microsoft Outlook
- Scheduling
Timeline
Operations Specialist
Regent Financial Services
02.2023 - 07.2024
MRS
Oklahoma Central Credit Union
04.2022 - 12.2022
Universal Banker
Oklahoma Fidelity Bank
01.2019 - 06.2021
Teller
Banccentral National Association
01.2017 - 01.2019
Loan Officer/Universal Banker
Oklahoma Educators Credit Union
7/1/21 - 3/14/22
GED -
HISET
Some College (No Degree) -
Oklahoma City Community College
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