Emily Reed
Bridgeport,WV
Summary
Talented and loyal team member skilled at completing daily assignments and contributing to team success. Always willing to take on any task. Adapts quickly to new needs and policies. Demonstrating strengths in customer service, time management, and core values. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Overview
13
13
years of professional experience
Work History
Set up specialist
Intercoastal Mortgage
Bridgeport, WV
02.2021 - 11.2023
- Verifying, collecting, and updating information to help obtain complete and accurate loan applications
- Requesting title with attorneys and title companies
- Follow up with attorneys and title companies by email and phone
- Managing order and title order inbox's
- Running fraud and flood certificates
- Filing title work into encompass.
- Evaluated loan applications and appraisals to ensure accuracy and compliance with lending standards.
- Developed relationships with local appraisers to ensure timely delivery of appraisals.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Sales Associate
United Bank
Clarksburg, WV
10.2010 - 01.2015
- Resolved customer concerns using strong communication and conflict management skills
- Identified and managed cross-selling opportunities by providing updated and accurate knowledge of financial product and service offerings
- Reconciled transactions and verified cash totals without variances
- Processed commercial depository bags and completes coin orders
- Reduced fraud risk by verifying check endorsements, customer identification, and other required documentation
- Researched and resolved customer issues on personal savings, checking, and lines of credit accounts
- Backed up teller line with transaction processing, drawer balancing, and vault services
- Handled account management needs for new and existing customers
- Eliminated unnecessary bank visits, educating customers on available online and mobile banking options
- Compiled information about new accounts, entered account information into computers, and filed related forms or other documents.
Education
High School Diploma -
South Harrison High School
Lost Creek, WV05.2008
Skills
- Hospitality and accommodation
- Customer service
- Team building
- Strong communication
- Account updating
- Cash counting
- Multitasking
- Microsoft Word, excel, outlook, and teams
- Encompass
Timeline
Set up specialist
Intercoastal Mortgage
02.2021 - 11.2023
Sales Associate
United Bank
10.2010 - 01.2015
High School Diploma -
South Harrison High School