Jessie Foltz
Pittsburgh,PA
Summary
Familiar with diverse banking and investment products, including deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities. Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
7
7
years of professional experience
Work History
Loan Closing Analyst
Pnc Bank
Pittsburgh
05.2024 - Current
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Enhanced the efficiency of loan closing processes by ensuring accurate documentation and timely communication with stakeholders.
- Assisted management team in developing new strategies for streamlining loan closing processes while maintaining compliance with industry standards and regulations.
- Collaborated closely with underwriters, processors, and title companies for seamless loan closing experiences.
- Improved loan closing process by implementing streamlined procedures and enhanced communication strategies.
Loan Processor
PNC Financial Services
Pittsburgh, PA
03.2020 - Current
- Calculated income, assets and liabilities to meet lender requirements
- Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing
- Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times
- Evaluated financial statements and contacted institutions and customers to clarify details.
Teller Supervisor
PNC Financial Services Group
Brentwood, PA
05.2019 - Current
- Upheld strict financial controls by keeping funds secure and accurately transferring monies
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft
- Facilitated maintenance team training procedures to align with company standards
- Trained customer employees and managers on machine use and maintenance
- Demonstrated increased knowledge of company products and equipment
- Adhered to safety protocols and policies to reduce workplace hazards
- Checked amount details and fraud markers for transaction papers such as checks and money orders
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Teller
PNC Financial Services Group
LIBRARY PA, PA
05.2018 - Current
- Promoted products or services to each customer to consistently achieve sales targets
- Rapidly and efficiently prepared customer and ATM cash and change orders
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions
- Processed quarterly vault and ATM audits with zero error rate
- Executed customer transactions, including deposits, withdrawals, money orders and checks
- Upheld strict financial controls by keeping funds secure and accurately transferring monies
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Identified sales opportunities and referred customers to branch partners in financial services.
Education
High School Diploma -
South Allegheny Ms/High School
Mc Keesport, PASkills
- Consumer banking
- Business Development
- Compliance, banking laws and regulations
- Investment Management
- Loans
- Financial transactions expertise
- Organization
- Customer service
- Team management
- Problem resolution
- Team building
- Loan Closing
- Risk Management
- Mortgage Loan Software
- Attention to Detail
- Data Research and Validation
- Deadline Adherence
Timeline
Loan Closing Analyst
Pnc Bank
05.2024 - Current
Loan Processor
PNC Financial Services
03.2020 - Current
Teller Supervisor
PNC Financial Services Group
05.2019 - Current
Teller
PNC Financial Services Group
05.2018 - Current
High School Diploma -
South Allegheny Ms/High School