Janie Forgette
Lexington,TN
Summary
Organized and detail-oriented with cash handling and customer service experience. Proven expertise in general accounting and finance concepts. Keen ability to make good decisions, providing well-rounded customer service with strong communication skills, experience, and knowledge of banking industry.
Overview
33
33
years of professional experience
Work History
Cosmetologist
Self Employed Web
Lexington, TN
03.1997 - Current
- Managed diverse clients while maintaining high client retention through service excellence
- Built lasting client relationships through attentive consultation, delivering exceptional services and expectations
- Responded to customer inquiries by phone, email, text, and in person, managing appointments
- Always punctual and passionate about my work
Loan Documentation/Insurance Specialist
First Bank
Lexington, TN
01.1996 - 06.2001
- Maintained accurate records of all transactions related to insurance policies.
- Implemented strategies by working with Gulf Guaranty through monitoring customers coverage to reduce risk exposures on collateral.
- Responded to customer inquiries and problems to promote great service.
- Ensured that customer data was kept confidential at all times in accordance with applicable laws and regulations.
- Calculated premiums and established payment methods, receiving customer payments and issuing letters to customers on behalf of the bank.
- Facilitated dispute resolution between customers and insurance providers when necessary.
- Resolved routine and complex issues.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Led Loan Documentation and Insurance Operations implementing standardized procedures and compliance.
- Provided assistance with responding to customer and assisting lenders regarding errors or omissions in their loan documents.
- Reviewed loan documents for accuracy and compliance with internal policies, procedures, and regulatory requirements.
Teller/Head Teller/Loan Department
Farmers Bank/Citizens State Bank
Parsons, TN
01.1992 - 12.1997
- Maintained confidentiality of bank records and client information.
- Balanced daily cash deposits and vault inventory.
- Built and maintained client relationships through quality, personalized interactions.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Resolved problems or discrepancies concerning customers' accounts.
- Performed daily reconciliation of teller drawer within established limits.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified amounts and integrity of every check or funds transfer.
- Verified customers' identification to ensure compliance with laws and regulations.
- Identified transaction errors when debits and credits did not balance.
- Maintained confidentiality of all customer records and information according to company policies.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Trained employees on cash drawer operation.
- Provided exceptional customer service while accurately processing routine transactions.
Education
Some College (No Degree) - General Studies
University of Montevallo
Montevallo, ALSome College (No Degree) - General Studies
Jackson State Community College
Jackson, TNSkills
- Attention to detail
- Problem solving
- Time management
- Client retention
- Regulatory compliance
- Problem-solving abilities
- Scheduling appointments
- Friendly communication
- Business management
- Self motivation
- Transaction processing
- Team leadership
- Regulatory compliance awareness
- Cash handling and management
- Currency exchange
- Record keeping
- Conflict resolution
- Relationship management
- Risk assessment
- Effective communication
- Securing bank vaults
- Identity verification
- Account balancing
- Customer service excellence
- Teller operations
- Workload management
- Multitasking
- Document preparation
Timeline
Cosmetologist
Self Employed Web
03.1997 - Current
Loan Documentation/Insurance Specialist
First Bank
01.1996 - 06.2001
Teller/Head Teller/Loan Department
Farmers Bank/Citizens State Bank
01.1992 - 12.1997
Some College (No Degree) - General Studies
University of Montevallo
Some College (No Degree) - General Studies
Jackson State Community College
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