Hannah Hall
Baltimore,MD
Summary
Dedicated professional with successful experience in mortgage and banking. Excels in fast-paced office settings. Hardworking reliable team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
9
9
years of professional experience
Work History
Universal Banker II
TRUIST
09.2023 - Current
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Conducted thorough customer assessments to identify opportunities for upselling or targeting specific financial goals.
- Managed cash vault
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
ESCROW AGENT
Assurance Escrow Services
07.2023 - 11.2023
- Bank record reconciliation for title companies
- Review outstanding check and trial balance reports
- Reach out to buyers/sellers of transactions to notify them of outstanding funds due to them
- Manage spreadsheet of contact attempts and responses
- Process escheatments
- Communicate with title companies regarding checks that need to be cut.
LOAN OFFICER ASSISTANT / LOAN SETUP
Primary Residential Mortgage Inc
01.2017 - 06.2023
- Actively participated in weekly team meetings offering suggestions and updates on progress made
- Reviewed closing documents with borrowers prior to signing ensuring accuracy of terms and conditions outlined in the mortgage agreement
- Remained in contact with customers to follow up on loan applications and answer basic inquiries while providing quality service
- Provided excellent customer service by responding to inquiries from customers regarding loan status or other related questions
- Verified and examined information and accuracy of loan application and closing documents
- Collected supporting documentation from customers, gathering documentation for pre-approval
- Assisted Loan Officers in processing loan applications and gathering necessary documents for underwriting
- Maintained accurate records of loan files, including all customer data, credit history, and financial statements
- Managed customer expectations throughout the entire loan process while providing exceptional customer service
- Acted as point of contact by keeping customer and referral sources informed throughout process.
MORTGAGE ASSISTANT I
Aberdeen Proving Ground Federal Credit Union
06.2015 - 12.2016
- Answered inbound calls to assist members with questions
- Managed the appointment calendar for Mortgage Consultants and Management staff
- Received and documented supporting items
- Debited appraisal payments
- Generated payoff statements and processed member loan payoffs
- Generated and recorded lien releases
- Ordered weekly supplies and managed all incoming and outgoing mail
- Managed and organized the file room.
Education
HIGH SCHOOL DIPLOMA -
Havre de Grace High School
Havre de Grace, Maryland05.2010
Skills
- Customer Service
- Communication
- Information Documentation
- Compliance and Federal Regulations
- Business Correspondence
- Document Preparation
- Payment Processing
- Wire Transfers
- Banking software navigation
- Cash handling proficiency
Volunteer Experience
Baltimore Humane Society, Reisterstown, MD, 04/01/23, Present
Timeline
Universal Banker II
TRUIST
09.2023 - Current
ESCROW AGENT
Assurance Escrow Services
07.2023 - 11.2023
LOAN OFFICER ASSISTANT / LOAN SETUP
Primary Residential Mortgage Inc
01.2017 - 06.2023
MORTGAGE ASSISTANT I
Aberdeen Proving Ground Federal Credit Union
06.2015 - 12.2016
HIGH SCHOOL DIPLOMA -
Havre de Grace High School
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