Jamie Stokes
Tremonton,UT
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Loan Officer/Teller Supervisor/Member Service Specialist
Members First Credit Union
Tremonton, UT
11.2007 - Current
- Maintained a high level of confidentiality regarding customer accounts.
- Processed deposits, withdrawals, loan payments and cash advances for Credit Union members.
- Assisted with training new tellers or other staff members in proper procedures.
- Participated in weekly team meetings to discuss progress towards goals.
- Educated members on various products and services offered by the Credit Union.
- Balanced ATM machines on a daily basis according to established procedures.
- Provided superior customer service to Credit Union members in person and over the phone.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Evaluated loan applications and determined approval or denial based on established criteria.
- Directed team members in authorizing loans and opening checking and savings accounts.
- Maintained current knowledge regarding new laws, regulations, policies, procedures, products, services. related to consumer lending operations.
- Interacted with underwriters, appraisers, title companies. during the processing of a loan application.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Approved or denied loan applications based on established guidelines.
- Performed quality assurance reviews on all closed loans for compliance purposes.
- Processed payments received from borrowers in accordance with established policies and procedures.
- Scheduled staff shifts according to business needs and staffing requirements.
- Ensured compliance with all banking regulations and procedures.
- Supervised and trained teller staff on bank policies, procedures, and customer service standards.
- Oversaw cash handling activities, including ordering cash from the vault and preparing shipments for the Federal Reserve.
- Conducted regular audits of teller drawers and bank vault to ensure compliance with regulatory requirements.
- Assisted in the processing of IRA contributions, transfers, and distributions.
- Prepared documentation for rollovers from employer sponsored retirement plans into IRAs.
- Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
- Collection Officer
Education
Associate of Science - Business Management
Stevens-Henager College
Logan06-2007
Skills
- Friendly
- Team Leadership
- Relationship building and management
- Excellent communication skills
- Financial Management
- Accounting knowledge
- Customer Service
- Time Management
- Honest and Dependable
Certification
- Notary Public
Affiliations
- Mom to 3 Boys
- I enjoy Shopping, Fishing and helping on the Family Farm.
Timeline
Loan Officer/Teller Supervisor/Member Service Specialist
Members First Credit Union
11.2007 - Current
Associate of Science - Business Management
Stevens-Henager College
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