Driven finance and banking professional effective at maximizing customer service opportunities while exceeding individual performance goals. Community reputation for industry knowledge and high levels of integrity in loan processing.
Overview
12
12
years of professional experience
Work History
Commercial Loan Processor
Pittsfield Cooperative Bank
Pittsfield , MA
09.2021 - Current
Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
Prepared documents for underwriting by verifying client income, credit reports and other information.
Processed loans within various departments to achieve timely, accurate and fair proceedings.
Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
Teller Supervisor
Pittsfield Cooperative Bank
Pittsfield, MA
07.2018 - 09.2021
Examined tellers' reports of daily transactions for accuracy.
Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Counted cash drawers and made bank deposits.
Promoted bank's products and services by consistently cross-selling to customers.
Researched and resolved customer issues on personal savings, checking and line of credit accounts.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Maintained friendly and professional customer interactions.
Executed wire transfers, stop payments and account transfers.
Received loan and utility payments, sending funds to correct destinations.
Counted, verified and handled bank deposits and armored car transactions.
J.V. Girls Basketball Coach at Pittsfield Public Schools, Pittsfield High SchoolJ.V. Girls Basketball Coach at Pittsfield Public Schools, Pittsfield High School