Eric Moayer
STIFEL
Collinsville,IL
14
years of professional experience
Professional background in financial services operations and client support. Responsibilities have included creating and reviewing loan documents, processing loans and cash advances, opening bank accounts for customers, client relationship management, accuracy in financial documentation, process development, training of new team members and cross-team collaboration. Career objectives are employment in operations-focused roles within the banking and financial services industries.
Work History
Loan Coordinator
2 Years 5 Months- Created loan documents to put in client's digital folders, while reviewing for accuracy
- Processed cash advances in an efficient and timely manner while checking for errors
- Helped to train new team members
- Created training procedures to be utilized by new and experienced team members
- Collaborated with team members to discuss and ensure strategies of success
Client Relationship Consultant
4 Years 3 Months- Built relationships with customers
- Opened new consumer, business and refinance accounts
- Submitted credit applications
- Educated clients on products and services to meet their financial needs
- Processed loans
Lockbox Clerk
11 Months- Head of Archive Department within the Retail Lockbox Department
- Collected, transported, maintained and shredded company documents
- Organized documents for efficient retention timelines
Consumer Advocacy Specialist
1 Year 7 Months- Processed customer complaints for third party collections while managing ticketed systems
- Kept electronic records of each ticket worked
Collections Agent
5 Months- Communication with customers who were delinquent in payments to secure payments due
- Worked with customers to proactively avoid payment issues such as setting up payment plans
- Executed collections process to ensure customers are making payments on time
Store Manager
3 Years 3 Months- Developed and trained team members for the store to achieve the metric targets
- Handled team member scheduling
- Cash handling and managing a cash drawer
- Loan processing and validating customer verifications
- Handled collection calls and customer service
Education
Bachelor of Science - Philosophy, Creative Writing
Skills
Effective Communicator
Customer Service
Solving Financial Problems for Clients
Relationship Building
Critical Thinking
Knowledge of Financial Products
Timeline
Loan Coordinator
STIFEL
01.2024 - 06.2026Read More
Client Relationship Consultant
U.S. BANK
05.2019 - 08.2023Read More
Lockbox Clerk
U.S. BANK
06.2018 - 05.2019Read More
Consumer Advocacy Specialist
CLIENT SERVICES, INC.
07.2016 - 02.2018Read More
Collections Agent
CLIENT SERVICES, INC.
02.2016 - 07.2016Read More
Store Manager
CHECK N GO
10.2012 - 01.2016Read More
Southern Illinois University (SIUE)
Bachelor of Science from Philosophy, Creative Writing
Read More