Summary
Overview
Work History
Education
Skills
Websites
References
Timeline
Generic

Jeana Harper

Brandon,MS

Summary

Results-driven banking and operations professional with 20+ years of experience in financial services, team leadership, and client relationship management. Skilled in streamlining processes, improving customer satisfaction, and leading cross-functional teams to exceed performance goals. Known for strong communication, strategic thinking, and a hands-on approach to driving organizational success. Adept at managing multiple priorities in fast-paced environments, with a consistent focus on accuracy and results.

Overview

22
22
years of professional experience

Work History

Manager, Collections by Objective

CUSOUTH
Fairhope, United States
03.2023 - Current
  • Lead a team of collection professionals and call center staff, ensuring consistent service delivery across 22+ credit union clients.
  • Developed performance metrics and training protocols to elevate client satisfaction and staff productivity.
  • Oversaw daily operations, staff scheduling, and assignment of collection queues to meet SLAs.
  • Conducted client onboarding, credit union staff training, and support for CUBASE software conversions.
  • Created policies, procedures, and Statements of Work (SOWs) for client contracts and internal operations.
  • Managed quote preparation and contributed to business development through upselling and project execution.
  • Compiled and presented monthly board reports to inform strategic decisions.

Executive Management Assistant

Pro Painting Contractors, Inc.
D'Iberville, United States
03.2019 - 07.2024
  • Supported executive leadership in project scheduling, job coordination, and administrative management.
  • Oversaw payroll operations, including certified payroll for federal contracts, and ensured compliance.
  • Managed QuickBooks accounting tasks: invoicing, collections, and financial reporting.
  • Streamlined onboarding processes, verified I-9s, and conducted background checks.
  • Prepared bid proposals and managed client correspondence.

Manager of Client Experience

CUSOUTH
Fairhope, United States
03.2014 - 03.2019
  • Provided consultative support to credit unions on product implementation, software configuration, and training.
  • Diagnosed and resolved software and hardware issues, delivering proactive client solutions.
  • Compiled and presented monthly board reports to inform strategic decisions
  • Implemented development plans for staff training, tracked progress, and drove engagement through education.
  • Standardized service workflows and elevated customer experience across diverse credit union clients.

Loan Operations Assistant Coordinator / Trustee Coordinator

Metropolitan Bank
Flowood/Jackson, United States
07.2008 - 11.2012
  • Managed team assignments in the Loan Operations department, ensuring accuracy and efficiency in loan processing.
  • Performed commercial, consumer, and real estate loan reviews, and trained staff on loan documentation and procedures.
  • Oversaw escrow accounts, balancing GL and pass-through accounts, and performed yearly analyses.
  • Handled the release of collateral documents, and served as the primary administrator of the bank’s imaging system.
  • Acted as Account Executive for Chapter 13 bankruptcy lockbox, ensuring accurate and timely client servicing.

Customer Service Rep / Administrative Loan Assistant

First Commercial Bank
Jackson, United States
10.2006 - 07.2008
  • Resolved customer issues, processed payments, and delivered frontline banking support.
  • Assisted loan officers with documentation, prepared loan packages, and maintained commercial lockboxes.
  • Supported customer engagement efforts by promoting banking products and services.

Teller Supervisor

Regions Bank
Jackson, United States
01.2003 - 10.2006
  • Supervised teller operations, vault management, and proofing procedures in a high-volume branch.
  • Trained tellers in transaction processing and customer service lead to improved efficiency and client satisfaction.
  • Reviewed transaction trends to optimize branch cash flow, and authorized large check disbursements within policy limits.

Education

Some College (No Degree) -

Hinds Community College
Raymond, MS

Skills

  • Leadership and Staff Development
  • Client Relationship Management
  • Credit Union Software (CUBASE)
  • Call Center Operations
  • Policy & Process Improvement
  • Loan Documentation and Review
  • Collections Management
  • Project Coordination
  • Payroll and Accounting (QuickBooks)
  • Excellent written and verbal communication
  • Conflict Resolution and Customer Retention
  • Detail-oriented and highly organized

References

References available upon request.

Timeline

Manager, Collections by Objective

CUSOUTH
03.2023 - Current

Executive Management Assistant

Pro Painting Contractors, Inc.
03.2019 - 07.2024

Manager of Client Experience

CUSOUTH
03.2014 - 03.2019

Loan Operations Assistant Coordinator / Trustee Coordinator

Metropolitan Bank
07.2008 - 11.2012

Customer Service Rep / Administrative Loan Assistant

First Commercial Bank
10.2006 - 07.2008

Teller Supervisor

Regions Bank
01.2003 - 10.2006

Some College (No Degree) -

Hinds Community College

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