Jamie Weiss

• Assist clients with account servicing, banking transactions, and financial product solutions while maintaining strong customer service standards
• Assist clients with banking needs and recommend appropriate products and services based on financial goals
• Support consumer lending activities by gathering and reviewing loan documentation for accuracy and completeness
• Verify income and employment information using standard banking systems and documentation
• Ensure compliance with internal lending policies, regulatory requirements, and fraud prevention procedures
• Manage multiple priorities in a fast-paced environment while maintaining accuracy and service standards

• Supported daily branch operations while maintaining accuracy, compliance, and member service standards
• Assisted members with account servicing, consumer banking needs, and financial product support
• Assisted with consumer loan application intake and documentation review for underwriting preparation
• Ensured loan files were complete and properly organized for lending review teams
• Identified and escalated potential risk or fraud indicators in member accounts
• Provided coaching and training to staff on banking procedures, compliance, and operational accuracy
• Managed workflow priorities during high-volume periods to support service timelines

• Processed member transactions and assisted with account servicing and general banking support needs
• Supported loan application intake and documentation gathering for consumer lending requests
• Assisted with credit report ordering and ensured completeness of loan files for underwriting review
• Maintained accurate account records within core banking systems
• Identified and escalated potential fraud or risk concerns as needed
• Supported compliance with internal policies and regulatory standards

• Managed customer accounts and resolved billing inquiries, ensuring smooth service transactions
• Developed communication and problem-solving skills to effectively address customer needs in a fast-paced environment
• Maintained accurate documentation and updated accounts, supporting reliable service delivery