Halee Hatfield
Romulus,Mi
Summary
Dedicated professional eager to continue advancing career into new territory. This resume includes experience related to finance and lending, compliance, customer care, and management. Proven reliability, organizational skills, and ability to drive a team to success.
Overview
11
11
years of professional experience
Work History
Teller
PNC Bank
01.2024 - Current
- Identify sales opportunities and refer 5 customers per day to branch partners in financial services.
- Educate customers on use of banking website and mobile apps.
- Complete accurate, high-volume money counts maintaining all compliance standards.
Mortgage Loan Analyst
PNC Bank
01.2021 - 09.2023
- Reviewed pipeline of 50+ loans for credit documentation and worked with borrowers to obtain missing documents.
- Ordered and tracked all third party title, insurance, and appraisal reports.
- Assisted special project on home equity customer care team taking 25+ calls daily.
Teller Lead
PNC Bank
09.2019 - 12.2020
- Developed loyal customer base through personalized service and tailored financial solutions.
- Completed audit reviews, upholding strict compliance with regulatory agencies, passing yearly inspection with 95% or above.
- Assessed employee performance and developed improvement plans.
Teller
PNC Bank
12.2017 - 09.2019
- Identified sales opportunities and referred 5 customers per day to branch partners in financial services.
- Educated customers on use of banking website and mobile apps.
- Completed highly accurate, high-volume money counts maintaining all compliance standards.
Assistant Store Manager
Pier 1 Imports
02.2013 - 12.2017
- Monitored daily cash and inventory needs and discrepancies.
- Assisted in recruiting, hiring and training a staff of 30 team members.
- Designed and supervised creation of all merchandise displays.
Education
70 credits in General Studies/Biology -
Eastern Michigan University
Ypsilanti, Mi12 Credit in Medical Coding -
Washtenaw Community College
Ann Arbor, MiSkills
- Credit Analysis
- Data Entry / Research
- Excellent Communication
- Transaction processing accuracy
- Exceptional customer service
- Financial and Account Services
- Management Experience
- Experience with Salesforce CRM, Empower, Blend, Tableau, Factual Data, Avaya, Microsoft Suite, Google Suite
Timeline
Teller
PNC Bank
01.2024 - Current
Mortgage Loan Analyst
PNC Bank
01.2021 - 09.2023
Teller Lead
PNC Bank
09.2019 - 12.2020
Teller
PNC Bank
12.2017 - 09.2019
Assistant Store Manager
Pier 1 Imports
02.2013 - 12.2017
70 credits in General Studies/Biology -
Eastern Michigan University
12 Credit in Medical Coding -
Washtenaw Community College
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