Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
7
7
years of professional experience
Work History
Loan Processor
Redstone Federal Credit Union
Huntsville, AL
05.2021 - Current
Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions
Created and completed loan submission packages
Helped members resolve account problems and navigate internal systems to handle routine needs
Maintained strong knowledgebase of product options and sales promotions to better serve every customer
Cross-trained in different internal databases and service positions to help team members meet coverage demands
Handled calls for new sign-ups, service cancellations and cross-selling opportunities
Processed customer account changes with proprietary software
Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting
Virtual Teller
Ascend Federal Credit Union
Tullahoma, TN
11.2020 - 04.2021
Maintained confidentiality of bank records and client information
Researched and resolved customer issues on personal savings, checking and lines of credit accounts
Ordered checks, placed stop payment orders and conducted additional special services for customers
Adhered to financial services security and audit procedures
Opened new checking, savings and lines of credit for customer accounts
Entered member transaction data into online banking software
Cashed customer checks, verified identification and checked account balances in accordance with bank policy
Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails
Entered transactions into computer and issued customer receipts
Completed monthly audits and managed overdraft reports
Explained bank services, financial products and applicable fees to customers
Opened new accounts and served existing customers based on individual financial needs
Virtual Receptionist/Assistant Manager
Dredge No. 7 Inn
Nome, AK
11.2017 - 10.2019
Answered inbound telephone calls promptly and courteously
Cultivated rapport with callers
Represented businesses professionally during closed or busiest hours
Boosted customer satisfaction ratings by exuding warmth, professionalism and concern for callers
Processed orders for client business by recording caller needs, answering questions, confirming orders, receiving and processing payment and sending follow up communication
Collected sales leads from prospective clients
Answered telephones and emails, replying to customer and vendor inquiries and issues quickly and effectively
Maintained client accounts by obtaining, recording and updating personal and financial information.
Resolved customer complaints in a timely fashion while maintaining a professional demeanor.
Managed daily office operations
Collaborated with other departmental leaders to establish organizational goals, strategic plans, and objectives.
Trained employees on best practices and protocols while managing teams to maintain optimal productivity.
Managed paper or electronic filing systems by recording information, updating paperwork and maintaining documents.