DONNA MCCOY
Aspermont,TX
Summary
Dynamic Loan Assistant and former Office Manager at Hamlin National Bank, recognized for exceptional customer service and meticulous attention to detail. Proven expertise in loan processing and account reconciliation, ensuring accuracy and compliance. A reliable professional committed to enhancing client relationships and streamlining financial operations.
Overview
4
4
years of professional experience
Work History
Loan Assistant/ Assistant Branch Manager
Hamlin National Bank
Hamlin, USA
02.2009 - 11.2011
- Run Credit Reports and conduct account research
- Monitor and Maintain Letter of Credit
- Process loan payments and advances
- Prepare denial and foreclosure letters
- Generating loan documents
- Monitors collateral addenda and ticker system to ensure proper documents
- Maintain credit files
- File UCC's and terminate when needed
- Order title policy's and other documents
- Record all deed of trust and file release of liens
- Prepare title for transfer along with adding liens
- Answer question and inquiring about account balances
- Resolve discrepancies in credit report thru E-Oscar
- Process and maintain payments, document for charge-off and non-accrual loans
- Perform official notary service as required
- Balance lending-related general ledger accounts
Insurance Sale Representative/ Office Manager
Farm Bureau of Texas
08.2007 - 02.2009
- Input quotes and new policy's
- File insurance claims for customers
- Prepare board meeting documents
- Explain Insurance needs and options to customers
- Paid Bill and reconciled month bank statements
- Process Payments and made nightly deposits
Education
High School -
Aspermont High School
Aspermont, TX05.1988
Some College (No Degree) - Accounting and Finance
American Commercial College
Abilene, TXSkills
- Organization Skills
- Good Computer Skills
- Great Customer Service Skills
- Detailed Oriented
- Strong Financial Background
- Reliable
- Dependable
- Thorough
- Account reconciliation
- Customer relationship management
- Attention to detail
- Time management
- Document accuracy
- Loan servicing
- Loan processing
- Credit assessment
- Recordkeeping skills
- Cash handling
- Loan closing
References
Furnished Upon Request
Timeline
Loan Assistant/ Assistant Branch Manager
Hamlin National Bank
02.2009 - 11.2011
Insurance Sale Representative/ Office Manager
Farm Bureau of Texas
08.2007 - 02.2009
High School -
Aspermont High School
Some College (No Degree) - Accounting and Finance
American Commercial College