Adept at streamlining office operations and enhancing workflow efficiency, I significantly contributed to The Dime Bank by implementing secure data management practices and fostering strong client relationships. My expertise in Microsoft Office Suite and exceptional problem-solving abilities have consistently driven project success and customer satisfaction, making me a valuable asset to any team.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Commercial Lending Administrative Assistant
The Dime Bank
820 Church Street, Honesdale, PA 18431
02.2021 - Current
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Assisted underwriters in assessing creditworthiness of potential clients, resulting in decreased risk exposure.
Ensured compliance with all regulatory requirements throughout the lending process, minimizing legal risks.
Supported complete and accurate loan file documentation.
Developed lending and deposit business for company.
Conducted thorough research and analysis on prospective borrowers'' financial statements, leading to informed lending decisions.
Analyzed and underwrote requests for new loans and loan renewals.
Collaborated with lenders to develop creative financing solutions for complex loan scenarios.
Managed assigned loan portfolio for retention, growth and credit.
Streamlined loan approval process for quicker decision-making and improved customer satisfaction.
Managed a diverse portfolio of loans, effectively balancing risk and profitability objectives.
Reduced delinquency rates by implementing proactive communication strategies with borrowers.
Maintained strong relationships with clients by providing exceptional service and addressing concerns promptly.
Acted as a liaison between clients and internal departments such as credit analysts or legal counsel to expedite transactions smoothly.
Played an instrumental role in retaining high-value clients through timely resolution of account issues or inquiries.
Enhanced loan portfolio by evaluating and processing commercial loan applications.
Supported the closing process by preparing documentation, coordinating with various parties, and resolving any issues that arose.
Set up files using loan officer checklist and submitted on-time for processing.
Answered inquiries and provided superior customer service to clients.
Communicated with customers daily to request information and complete paperwork.
Assisted with timely loan closing and funding activities with efficient management of task checklists.
Assembled important paperwork and disclosures for borrower.
Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
Liaised with clients to guide through loan closing process and skillfully handle any concerns.
Helped loan officers in preparing repayment plans for timely processing.
Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Documented borrower's information in loan processing system and resolved any discrepancies.
Worked with Loan Officer to create application profile in system and review key information at various stages within process.
Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Set up, stored and updated customer files, department records and regulatory paperwork.
Consulted with outside vendors to identify and resolve loan closing issues.
Clerk Typist 2
Pike County Children and Youth Services
Milford, PA
05.2017 - 02.2021
Increased operational efficiency through proficient use of office equipment such as printers, copiers, scanners, and computers.
Eased workload for managers by taking on delegated tasks efficiently without compromising quality or attention to detail.
Delivered exceptional customer service when interacting with clients, addressing their needs promptly, and professionally.
Optimized time management by effectively multitasking across various responsibilities while adhering to strict deadlines.
Assisted in maintaining a clean and orderly office space, contributing to a productive work environment for all team members.
Maintained a high level of confidentiality when handling sensitive information, ensuring the privacy of clients and colleagues alike.
Assisted in project completion by providing essential clerical support such as copying, scanning, and faxing documents.
Preserved seamless operations during staff absences by stepping in to cover additional responsibilities as needed.
Strengthened internal communications within the department by acting as a liaison between staff members when necessary.
Promoted a positive work environment through professional interactions with coworkers and supervisors alike.
Streamlined communication within the organization through timely responses to emails and phone calls.
Reviewed records, paperwork, and orders for errors and resolved issues with minimal direction.
Ensured accuracy of records by consistently updating and maintaining databases with up-to-date information.
Improved overall productivity by efficiently prioritizing and completing assigned tasks in a timely manner.
Provided diverse clerical support to business personnel.
Routed business correspondence, documents, and messages to correct departments and staff members.
Answered and routed incoming calls and took messages when personnel were unavailable.
Enhanced office efficiency by performing accurate data entry and document processing tasks.
Supported team members by managing multiple administrative tasks, including filing and scheduling appointments.
Facilitated effective collaboration among team members by organizing meetings and preparing meeting materials.
Maximized accuracy in documentation by thoroughly proofreading all written materials before submission or distribution.
Typed official correspondence and reports from handwritten notes and other information sources.
Organized and prioritized proofreading, spell checking, document filing and data entry.
Organized and maintained precise confidential personnel files.
Typed legal briefs, reports and court petitions using correct legal format and design guidelines for documents.
Prepared statistical reports with relevant company data and statistics.
Prepared data by compiling and sorting information.
Interacted with public on phone and at reception desk to answer questions and resolve issues.
Typed letters, memos and other correspondence for staff, using various software programs.
Education
Associates In Business Arts - Business Accountancy
University of Phoenix
Tempe, AZ
07.2012
High School Diploma - General Studies
Wallenpaupack Area High School
Hawley, PA
06.2005
Skills
Customer Service
Data Entry
Computer Skills
Office Administration
Administrative Support
Microsoft Word
Time Management
Microsoft Excel
File Organization
Microsoft Outlook
Customer and client relations
Computer Proficiency
Filing
Customer Relations
Clerical Support
Critical Thinking
Strong Problem Solver
Scheduling
Documentation and Recordkeeping
Microsoft Office Suite
Office Management
Professional Communication
Database entry
Scheduling and calendar management
Dedicated Team Player
Excel spreadsheets
Appointment Scheduling
Recordkeeping
Verbal Communication
Data organization
Deadline-oriented
Records Management
Professional and mature
Calendar Management
Filing and data archiving
Invoice Processing
Documentation And Reporting
Relationship Building
Meticulous attention to detail
Prioritization
Multi-Line Phone Systems
Client Relations
Resourceful
Tech-Savvy
Social media knowledge
Documentation and control
Internal Communications
Workflow Optimization
Business Administration
Purchase orders organization
Workflow Planning
Office Equipment Maintenance
Certification
PA State Notary - expiration 4/26/2026
Timeline
Commercial Lending Administrative Assistant
The Dime Bank
02.2021 - Current
Clerk Typist 2
Pike County Children and Youth Services
05.2017 - 02.2021
Associates In Business Arts - Business Accountancy