To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
10
10
years of professional experience
Work History
Client Support Professional Specialist
Wintrust - Lake Forest Bank and Trust
05.2022 - Current
Served as a liaison between clients and company departments, such as (loan ops, deposit ops, treasury management, wire dept., quality control, etc.), facilitating seamless coordination for issue resolution.
Achieved high customer satisfaction ratings by consistently going above and beyond in addressing client concerns and providing tailored solutions to their needs.
Delivered personalized client support, leading to higher overall satisfaction rates and repeat business.
Managed a high volume of inbound inquiries, maintaining composure under pressure while delivering exceptional service.
opened new accounts.
helped process affidavits for clients with fraudulent activity.
Responded to all client inquiries and asked appropriate questions to facilitate resolution.
Delivered outstanding service to clients to not only maintain but to extend relationship for future business opportunities.
Sought ways to improve processes and services provided.
Cross-trained and provided backup support for different loan groups, such as backing up our FIFCO/ and Insurance group.
Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Set up and completed loan submission packages.
Prepared documents for underwriting by verifying client income, credit reports, and other information.
Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
Coordinated closing process with attorneys, title companies, and government clerks.
Monitored pipelines to track and log status of loans and exceptions.
Senior Teller/Bank Teller Supervisor
Wintrust - LFBT Highwood
12.2018 - 05.2022
Processed all customers' transactions, such as withdrawals, deposits, cashed checks, created official/cashier's checks, processed loan payments, etc.
performed audits on tellers and their drawers to make sure they are balanced
received and prepared/sent out money shipments
Meticulously monitored cash drawer activity, ensuring accuracy in transaction processing and adherence to strict security protocols.
Handled foreign currency and performed currency transaction reports.
Assisted customers in navigating online banking platforms, resulting in increased adoption of digital banking services within the branch clientele base.
Maintained, organized and stocked teller window areas.
Mentored and trained new tellers on bank procedures and customer service standards.
Replenished ATM funds in empty canisters prior to validation process.
Managed daily bank operations by processing customer transactions and providing exceptional customer service.
Created teller schedule to keep weekly and weekend shifts properly staffed.
Enforced compliance with bank regulations and policies to reduce financial risks.
Maintained friendly and professional customer interactions.
Cashier/Waitress/Head Hostess
Emily's Pancake House
03.2014 - 11.2018
Greeted customers entering store and responded promptly to customer needs.
Worked flexible schedule and extra shifts to meet business needs.
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Built relationships with customers to encourage repeat business.
Kept server areas clean and stocked to increase efficiency while working tables.