Summary
Work History
Skills
Affiliations
Education
Timeline
Volunteer
Jennifer  Potts

Jennifer Potts

Banking Operations - Loan Services
York,PA

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Work History

Loan Services Team Lead

Orrstown Bank (formerly PeoplesBank)
York, PA
06.2021 - Current

Improved SBA 1502 Reporting by streamling the Excel workbook and

utilizing formulas for increased efficiency and accuracy

Created a MERS Reconciliation Process that reduced the number of hours

worked by 50%

Streamlined the tracking and billing processes for Swap/Derivitive Loans,

reducing maintenance tasks by 25%

Won Values in Action Award in 2022 for Creating Opportunities by

assisting a client with an amortization worksheet to account for irregular

extra payments

Communicates with diverse teams and clients, builds rapport and long-term

relationships, and delivers quality service-oriented solutions to both internal

and external customers

Teller

PEOPLESBANK, A Codorus Valley
York , PA
01.2020 - 06.2021

Assisted clients with account inquiries, providing excellent customer service

Educated clients on banking products and services to meet their financial

needs

Upheld strict security protocols to protect client information and prevent

fraud

Earned consistent scores of 100% on all mystery shops

Manager/Assistant Manager

Fashion Bug
York & Etters, PA
10.2007 - 02.2013

Skills

  • Written Communication
  • Verbal Communication
  • Customer Service
  • Workflow Processes
  • Leadership
  • Innovative Thinking
  • Emotional Intelligence
  • FIS Horizon XE
  • Laserfiche
  • Image Centre
  • Microsoft Applications
  • E-Oscar - credit reporting
  • SBA Investor Reporting
  • Freddie Mac Investor Reporting

Affiliations

Chairperson, Scouts BSA Troop 155G and Cub Scout Pack 155 Boy Scouts ofAmerica Red Lion, PA August 2016 - December 2020

  • Long term and short term project management (ie: planning out of statetrips for 40+ people, monthly large group activities, maintaining health and safety records for participants)
  • Ensuring financial stability for the units and the activities planned through fiscal responsibility and fundraising
  • Training and support of peers in leadership roles for the units utilizing the Leading EDGE method
  • Mentoring youth ages 5 to 18 in numerous topics of interest via the BSA programs

Education

Bachelor Of Science - Psychology

York College of Pennsylvania
York, PA
09.2003 - 05.2007

Timeline

Loan Services Team Lead

Orrstown Bank (formerly PeoplesBank)
06.2021 - Current

Teller

PEOPLESBANK, A Codorus Valley
01.2020 - 06.2021

Manager/Assistant Manager

Fashion Bug
10.2007 - 02.2013

Bachelor Of Science - Psychology

York College of Pennsylvania
09.2003 - 05.2007
Jennifer PottsBanking Operations - Loan Services