Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
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Jodie Oakes

Benton,MS

Summary

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Assistant Vice President/Compliance Officer

BankFirst
01.2017 - Current
  • Review bank processes and Federal Banking Regulations and coached lenders and lending assistants on all changes.
  • Help to enforce banking policy and procedures and guide appropriate personnel on these policies and procedures.
  • Responsible for collecting HMDA and CRA data for bank and importing data into bank's compliance software.
  • Work with Senior Compliance Officer to ensure data is accurately collected and reported under federal guidelines.
  • Assist auditors when making onsite reviews.
  • Research any credit bureau disputes received and make adjustments as necessary using e-Oscar system.
  • Load new loans and perform maintenance as needed.
  • Track hazard and flood insurance for real estate secured loans while working with 3rd party tracking company.
  • Pull reports and prepare Excel spreadsheets while working necessary exceptions dealing with force placement of insurance policies.

Universal Banker

BankFirst
12.2014 - 01.2017
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Streamlined account opening processes for increased efficiency in new customer onboarding.
  • Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
  • Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Demonstrated expertise in diverse banking platforms, consistently staying updated on industry trends and product offerings to better serve clients.

Branch Supervisor/Loan Officer Assistant

BankFirst
05.2013 - 12.2014
  • Improved branch efficiency by streamlining processes and implementing time-saving strategies.
  • Boosted customer satisfaction with attentive service and prompt resolution of issues.
  • Managed daily operations for smooth functioning, ensuring high level of productivity.
  • Developed strong relationships with clients, resulting in increased loyalty and repeat business.
  • Mentored junior staff members, providing guidance on best practices and professional development opportunities.
  • Oversaw branch security protocols, maintaining safe workplace for both employees and customers alike.

Customer Service Representative

BankFirst
10.2012 - 04.2013
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Streamlined call center processes for improved efficiency and reduced wait times.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Assisted customers in navigating company website and placing online orders, improving overall user experience.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.

Teller/Head Teller

BankFirst
09.2009 - 10.2012
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
  • Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
  • Developed strong relationships with customers through exceptional service, fostering loyalty and trust.

Education

Medical Billing And Coding Certificate - Medical Billing And Coding

Mississippi State University
Starkville, MS
08.2023

Associate of Arts - Accounting

Southwest Mississippi Community College
Summit, MS

Skills

  • Excellent Communication Skills
  • Strong Work Ethic
  • Exceptional Customer Service
  • Team Player

Affiliations

  • American Academy of Professional Coders

Certification

  • CPC-A- Certified Professional Coder-Apprentice

Timeline

Assistant Vice President/Compliance Officer

BankFirst
01.2017 - Current

Universal Banker

BankFirst
12.2014 - 01.2017

Branch Supervisor/Loan Officer Assistant

BankFirst
05.2013 - 12.2014

Customer Service Representative

BankFirst
10.2012 - 04.2013

Teller/Head Teller

BankFirst
09.2009 - 10.2012

Medical Billing And Coding Certificate - Medical Billing And Coding

Mississippi State University

Associate of Arts - Accounting

Southwest Mississippi Community College

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Jodie Oakes