JESSICA DUFFY
Erving,MA
Summary
Resourceful and organized team player offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Loan Processing Specialist
Greenfield Savings Bank
07.2021 - Current
- Responsible for preparation and accuracy of preliminary loan disclosures in accordance with all regulatory guidelines, ensuring all information and documentation is accurate, complete, and meets all lending and compliance guidelines.
- Managed administrator role for Encompass Loan Operating System in addition to daily processing tasks.
- Followed all company policies and procedures to deliver quality work.
- Championed the adoption of new software tools that streamlined workflows across multiple departments.
- Developed training materials to enhance staff proficiency and productivity.
- Increased efficiency by automating routine tasks with software solutions.
- Devised and implemented more than 10 processes and procedures to streamline operations.
Residential Lending Assistant
Greenfield Savings Bank
02.2021 - 07.2021
- Inputting loan files and reviewing applications for completeness and accuracy.
- Updating daily interest rates, including weekly rate surveys.
- Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
- Answered more than 10 incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Worked closely with management to provide effective assistance for specific aspects of business operations.
- Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.
- Demonstrated adaptability by quickly mastering new software applications for various tasks.
- Ensured smooth day-to-day operations by managing email correspondence and promptly addressing inquiries.
- Streamlined document preparation, ensuring accuracy and compliance with industry standards.
Assistant Office Manager
Greenfield Savings Bank
07.2020 - 02.2021
- Managed daily operations, ensuring timely completion of tasks and maintaining a well-organized work environment.
- Responsible for daily management of branch staff.
- Ensuring adequate staffing through schedule management.
- Assisting more than 15 customers daily and working within the community to foster good customer relations.
- Maintained inventory of office supplies, proactively restocking materials when needed to minimize downtime due to shortages.
- Kept front office clean and well-organized to keep areas presentable for guests and maximize professional appeal.
- Streamlined office procedures by implementing efficient filing systems and managing schedules.
- Served as liaison between management and staff, effectively resolving conflicts and fostering positive relationships.
- Handled sensitive information with discretion by adhering to confidentiality protocols at all times.
Superbanker
Greenfield Savings Bank
09.2018 - 07.2020
- Offering excellent customer service by promoting financial solutions to meet individual customer needs.
- Assisting up to 10 branch staff with transactions and training.
- Worked effectively in fast-paced environments.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Teller
Greenfield Savings Bank
01.2017 - 09.2018
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed in excess of 100 customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Education
Associate of Science - Accounting
Greenfield Community College
Greenfield, MA12.2016
Skills
- Excellent Organization
- Attention to Detail
- Customer Relations
- Management Collaboration
- Advanced Communication
- Proficient in Microsoft Office
- Task Prioritization
- Process Improvement
- Problem-solving aptitude
- Documentation Management
- Quality Assurance
Certification
Notary Public, 02/21/2025
Timeline
Loan Processing Specialist
Greenfield Savings Bank
07.2021 - Current
Residential Lending Assistant
Greenfield Savings Bank
02.2021 - 07.2021
Assistant Office Manager
Greenfield Savings Bank
07.2020 - 02.2021
Superbanker
Greenfield Savings Bank
09.2018 - 07.2020
Teller
Greenfield Savings Bank
01.2017 - 09.2018
Associate of Science - Accounting
Greenfield Community College
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