Hannah Jones
Fort Worth
Summary
Professional with experience in document management, known for high standards and delivering results. Strong skills in organization, data integrity, and compliance. Focused on team collaboration and adaptability to changing needs. Reliable and results-driven with keen eye for detail and strong analytical abilities.
Overview
9
9
years of professional experience
Work History
Document Management Representative
Daimler Truck Financial
Fort Worth, TX
08.2023 - Current
- Trained and mentored new staff on best practices for document management and compliance adherence.
- Served as the primary point of contact for any concerns or issues related to the organization''s document management system, providing timely resolutions and guidance to maintain optimal functionality..
- Managed the imaging, scanning, and electronic filing of new customer documents to ensure accurate record retention and compliance.
- Processed and organized trailing documentation, correspondence, and citations while maintaining data accuracy and completeness.
- Performed document retention and destruction procedures in accordance with company policies and regulatory requirements.
- Sorted, distributed, and processed incoming and outgoing mail to support efficient business operations.
- Prepared new customer file packages for external storage.
- Coordinated document storage and retrieval activities with Iron Mountain, ensuring proper records management and archival procedures.
- Folded, prepared, sealed, and distributed outgoing mail while meeting established service-level deadlines.
- Managed and completed PEGA workflow cases in a timely manner, ensuring adherence to productivity and quality standards.
- Maintained confidentiality of sensitive customer information and company records.
- Printed and processed emergency checks, ensuring timely delivery and adherence to banking procedures and security standards.
- Scanned and uploaded customer checks into the banking system with a high degree of accuracy and attention to detail, maintaining data integrity and compliance requirements.
Title Support Representative
Daimler Truck Financial Services
Fort Worth, TX
09.2022 - 08.2023
- Efficiently worked lost term and repo cases.
- Terminated charge off accounts
- Processed End of Lease requests
- Signed off and mailed titles out to new buyers
- Organized and distributed incoming mail to appropriate clients
- Mailed certified letters in a timely and efficient manner
- Reinstated accounts
- Work multiple daily reports
- Worked sensitive reports in a timely and efficient manner
- Created work items
- Processed Lease to Retail, Transfers, and Rewrites
- Able to manage my time and complete most tasks
Member Service Representative
Fort Worth City Credit Union
Fort Worth, TX
07.2018 - 08.2022
- Handled sensitive and confidential information with discretion to maintain department security.
- Collaborated with other departments to ensure prompt resolution of customer complaints or disputes.
- Developed relationships with members to build loyalty and trust.
- Assisted members with online banking setup and troubleshooting technical issues related to their accounts.
- Adhered to federal regulations regarding Know Your Customer requirements when onboarding new customers.
- Participated in training sessions designed to improve knowledge of product features and benefits.
- Performed account maintenance activities such as opening accounts (personal, business, and IRA's), issuing cards, and processing deposits and withdrawals.
- Balanced cash drawer and maintained full accountability for assigned cash on hand.
- Assisted customers with deposits, withdrawals, and check cashing services in a friendly and efficient manner.
- Reply to emails in a timely manner
- Worked applications for Title App Support
- Processed and refunded fees
- Processed member applications, updated accounts, and maintained records with a high level accuracy and attention to detail
- Offered best-in-class service to members through prompt, courteous, and professional interactions.
- Utilized cash handling techniques to process payments accurately and efficiently.
- Provided excellent customer service by assisting, responding to and resolving customer inquiries.
- Provided excellent customer service to members, with a special focus on resolving any issues in a timely and efficient manner.
- Maintained accurate records of member activity in a timely manner for compliance purposes.
- Identified opportunities for cross-selling additional bank products or services based on member needs.
- Tracked daily transactions using automated systems for accuracy and completeness.
- Handled incoming calls from customers regarding their accounts or inquiries about bank policies in a courteous and professional manner.
- Assisted with training of new team members.
Teller/Head Teller
First Bank and Trust Company
Healdton, OK
05.2017 - 05.2018
- Was in charge of formulating the schedule
- Demonstrated ability to work independently with minimal supervision while meeting deadlines efficiently.
- Exhibited strong organizational skills when managing multiple tasks simultaneously in a fast-paced environment.
- Greeted customers with professionalism and friendly and courteous demeanor.
- Assisted customers with deposits, withdrawals, and check cashing services in a friendly and efficient manner.
- Responded to banking inquiries and requests from customers.
- Verified the accuracy of customer account information prior to processing transactions.
- Adhered strictly to all federal regulations related to anti-money laundering laws.
- Assisted management in bank opening and closing procedures.
- Undertook the responsibility of restocking the ATM
- Maintained accurate records of all cash transactions, balancing daily totals with bank statements.
- Provided guidance and support to team members in order to ensure smooth operation of the teller line.
- Trained new tellers on proper procedures for handling financial transactions.
- Provided assistance to customers who were having difficulty using automated banking machines.
- Maintained accurate records of member activity for compliance purposes.
- Investigated and resolved customer complaints in a timely manner.
- Balanced cash drawer daily at the end of each shift to ensure accuracy.
Education
High School Diploma -
Healdton High School
Healdton, OK05-2013
Skills
- Auditing
- Sales
- Microsoft Excel
- Microsoft Office
- ACH
- SAP
- Cash Handling
- Organizational Skills
- Microsoft Outlook
- Microsoft Word
- Credit Analysis
- ECM
- Fiori
- Document review
- Records management
- Adobe acrobat
Timeline
Document Management Representative
Daimler Truck Financial
08.2023 - Current
Title Support Representative
Daimler Truck Financial Services
09.2022 - 08.2023
Member Service Representative
Fort Worth City Credit Union
07.2018 - 08.2022
Teller/Head Teller
First Bank and Trust Company
05.2017 - 05.2018
High School Diploma -
Healdton High School