Joshua Fry

• Completed funding and booking of commercial deals for six (6) lines of business.
• Demonstrated excellent leadership qualities by effectively delegating tasks and empowering team members to take ownership of their responsibilities.
• Contributed to company-wide initiatives aimed at improving overall operational efficiency, resulting in increased profitability and customer satisfaction.
• Boosted employee morale through recognition programs that acknowledged outstanding contributions to the team's success.
• Assisted with new team member training by positively reinforcing successful performance and giving direct feedback.
• Supported resolution of escalating employee issues or concerns.
• Cultivated a positive work environment by fostering teamwork, collaboration, and open communication among team members.
• Mentored new team members through comprehensive onboarding programs to ensure seamless integration into the team.
• Collaborated with other department leads to address cross-functional challenges and develop integrated solutions.
• Ensured compliance with company policies and industry best practices throughout daily operations.
• Optimized scheduling procedures to ensure adequate staffing levels during peak times and special events.
• Improved team efficiency by implementing streamlined processes and regular training sessions.
• Increased customer satisfaction with proactive communication and effective problem-solving techniques.
• Solved problems and created positive customer experience.
• Cross-trained in different departments to learn new tasks and better understand workflows and business operations.
• Responded quickly to changing priorities in order to meet business needs while still maintaining high levels of productivity.
• Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
• Gathered, organized and input information into digital database.
• Provided exceptional services and pleasant experiences to customers.
• Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
• Enhanced communication between team members by organizing regular meetings and fostering open dialogue.
• Improved department efficiency by streamlining and implementing policies and processes.
• Coordinated cross-functional teams to address complex issues, leading to more efficient problem-solving processes.
• Implemented process improvements that streamlined workflows, reducing redundancies and increasing operational efficiency.
• Collected, arranged, and input information into database system.
• Conducted regular reviews of operations and identified areas for improvement.
• Led root cause analysis efforts on process failures, preventing future occurrences through corrective action implementation. Analyze Due Diligence, Loan Documentation and Operating System to verify accuracy for six (6) lines of business to fund and book deals on operating system.

• Developed procedures to complete all aspects of position
• Trained new employees
• Adapted to six (6) different processes for each line of business.
• Prepared and filed security documentation required to perfect interest in collateral.
• Improved customer satisfaction by promptly addressing and resolving support issues.
• Trained new support analysts, contributing to the overall growth and success of the team.
• Managed multiple projects simultaneously, ensuring timely completion.
• Developed comprehensive documentation to facilitate knowledge sharing among team members.
• Tested new software and hardware prior to deployment.

Coordinated with Servicing to onboard and book transactions into accounting system

• Reviewed client executed documents for completeness
• Developed multiple job aids to assist peers
• Assisted Operating Rail and Utilities Group.
• Ensured smooth transaction coordination by managing timelines, deadlines, and documentation requirements.
• Organized and maintained digital files for easy access, streamlining the document retrieval process during audits or inquiries.
• Managed sensitive client information securely to maintain confidentiality and uphold company privacy policies strictly.
• Reduced errors in transactions by meticulously reviewing all documents for accuracy and compliance.
• Assisted in training new team members on company protocols, software usage, and best practices for transaction coordination.
• Ensured compliance with federal, state, and local regulations at every stage of transaction, safeguarding interests of all parties involved.
• Maintained detailed records of transaction activities, providing reliable data for financial and legal audits.
• Achieved significant reduction in transaction times by proactively identifying bottlenecks and implementing effective solutions.

• Assisted in the maintenance, and servicing of loans within book of business
• Arranged loan application in lending software
• Coordinated the preparation and execution of loans
• Led the funding of all loans
• Assessed customer needs and recommended banking products
• Managed all exception reports and entries
• Assisted in the balancing of the ATM weekly
• Provided administrative support to departments.
• Developed strong relationships with clients by providing exceptional customer support and maintaining open lines of communication.
• Provided timely updates on project status to clients, ensuring transparency throughout the entire process while building trust in our services.
• Managed a diverse portfolio of clients, ensuring timely completion of projects and high-quality service delivery.
• Coordinated with internal departments to resolve any issues that impeded client success, facilitating smooth operations and increased satisfaction levels.
• Enhanced client satisfaction by promptly addressing and resolving concerns through effective communication.
• Leveraged advanced knowledge in company products/services so as to effectively guide clients, resulting in increased usage of our offerings and overall customer satisfaction.
• Supported sales team by creating customized proposals based on individual client needs analysis, increasing conversion rates from potential leads into actual customers.
• Collaborated with other departments to develop ways to increase customer satisfaction.
• Coordinated with operations staff to resolve service problems and boost client satisfaction.
• Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
• Acted as a reliable point of contact for all parties involved in the transaction, ensuring clear communication and timely resolution of any issues that arose.
• Identified potential roadblocks in transactions proactively and communicated solutions to relevant parties swiftly.
• Performed business administration and financial tasks to guarantee five-star service for clients.
• Acted as a reliable point of contact for all parties involved in the transaction, ensuring clear communication and timely resolution of any issues that arose.
• Coordinated with lenders, agents, and other stakeholders to gather necessary documentation, facilitating timely closings.
• Strengthened client trust by consistently delivering transparent and timely communication throughout transaction process.
• Utilized financial software to prepare consolidated financial statements.
• Conducted financial due diligence on potential investments.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
• Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
• Complied with established internal controls and policies.

• Prepared single and multiple items for shipment
• Achieved top 5% quality control on a monthly basis
• Upheld a positive work atmosphere through consistently displaying an enthusiastic attitude toward fulfilling daily tasks and supporting team efforts toward shared goals.
• Handled high-priority orders with urgency, prioritizing their prompt processing and shipment to meet customer needs.
• Processed high volume orders in a timely manner.
• Followed procedures at all times for personal and team safety.
• Exceeded performance metrics regularly, demonstrating a strong work ethic and commitment to order fulfillment excellence.
• Adhered to quality control standards for each order, ensuring that customers received products meeting their expectations.
• Reduced fulfillment errors by using RF scanners to quickly pick items to proper bins.
• Reduced order processing time by consistently maintaining a clean and organized workspace.
• Supported cross-functional teams as needed, assisting in tasks such as loading/unloading shipments or conducting annual physical inventory counts.
• Minimized product damage during shipping by securely packaging items in appropriate materials.
• Processed daily orders through multi-carrier manifest system.
• Maintained compliance with workplace safety protocols, reducing the risk of accidents or injuries on the job.
• Printed labels, packaged boxes, and loaded into outbound containers.
• Pulled orders quickly to maintain demanding productivity goals.
• Took on extra hours and shifts during busy periods to meet tight shipping deadlines.

• Oversaw the processing of all ACH transactions.
• Reviewed and corrected all medical insurance for temporary employees.
• Computed and processed all tax information for temporary employees.
• Compiled and completed daily taxes for the corporation.
• Promoted a culture of ethical behavior within the organization by underscoring the importance of adhering not only to regulations but also to established company values.
• Supported team by pitching in to complete special projects.
• Stayed current with latest changes to applicable regulatory standards and company procedures.
• Conducted periodic compliance audits and reviews to identify areas of improvement.
• Maintained composure in stressful situations, confrontations, interviews and records searches.

• Collected, calculated and entered all employee timesheets in HRIS database
• Managed workflow to ensure all payroll transactions processed accurately and timely.
• Served as a subject matter expert for process-related inquiries, providing guidance to colleagues when needed.
• Managed multiple projects simultaneously under tight deadlines while maintaining a strong focus on quality outcomes.
• Identified and resolved process issues to drive optimal workflow.
• Analyzed and interpreted financial data to inform business decisions.
• Built and established relationships with clientele to improve future business opportunities.

• Provided exceptional customer service and built trusting relationships both internally and externally
• Assisted with the compilation and maintenance of documentation in the department
• Led all representatives in referrals for member rewards
• Processed memberships within organizational guidelines
• Assisted other team members to meet deadlines.
• Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
• Managed high call volume with exceptional professionalism and efficiency.
• Built rapport with customers through active listening and empathetic responses, fostering positive relationships.
• Maintained a high level of product knowledge to provide accurate information and support to customers.
• Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
• Navigated multiple computer systems and applications to find information.
• Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions if applicable.
• Contributed to team success, consistently achieving call center performance metrics.
• Collaborated with cross-functional teams to resolve complex customer issues in a timely manner.
• Investigated and resolved customer inquiries and complaints quickly.
• Educated customers about billing, payment processing and support policies and procedures.
• Met customer call guidelines for service levels, handle time and productivity.
• Promptly responded to inquiries and requests from prospective customers.
• Exhibited high energy and professionalism when dealing with clients and staff.
• Investigated and resolved accounting, service and delivery concerns.

• Provided exceptional administrative support to senior leadership, enabling them to focus on strategic decision making and veterinary care.
• Contributed to strategic planning sessions by providing administrative support and input on operational matters.
• Provided administrative support through data entry, file maintenance, scheduling meetings, and coordinating events as needed.
• Increased customer satisfaction by providing exceptional administrative support and resolving issues efficiently.
• Greeted customers entering clinic and responded promptly to customer needs.
• Worked flexible schedule and extra shifts to meet business needs.
• Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
• Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
• Facilitated positive experience, greeting customers warmly upon entry.

• Computed financial spreads for review by underwriting
• Contacted internal and external clients for all necessary financial documents
• Provided administrative support to the department.
• Collaborated with cross-functional teams to identify new investment opportunities and assess potential risks.
• Increased client satisfaction by consistently delivering on-target results through diligent portfolio management practices.
• Created and maintained precise and accurate models, charts and reports.
• Developed financial projections and forecasts to guide investment decisions.
• Developed financial models to assess potential investments and identify potential risks.

• Process domestic inbound/outbound payments via ACH origination networks
• Consult and execute systemic clearance or deletion activities based on research and follow up
• Oversaw Credit and Risk Management issues for the department
• Provided incoming call support and service for commercial based clients
• Balanced daily work to the Federal Reserve.
• Delivered training presentations on ACH procedures to new hires, ensuring a smooth onboarding experience for team members.
• Played a pivotal role in managing complex customer escalations involving sensitive financial information and transactions.
• Ensured compliance with NACHA rules and regulations, maintaining a strong understanding of relevant policies and requirements.
• Managed high volumes of incoming and outgoing transactions daily, prioritizing tasks effectively to meet deadlines.
• Collaborated with internal departments to resolve ACH-related issues promptly, ensuring customer satisfaction and timely processing.
• Conducted thorough audits of transaction data, identifying discrepancies and making necessary corrections for accurate recordkeeping.
• Operated computers programmed with accounting software to record, store and analyze information.
• Trained new team members in processes and procedures for financial institution, answering questions and providing guidance.

• Processed international and domestic inbound/outbound payments.
• Supported the monitoring of inbound & outbound fraud related/anti-money laundering payment activity according to federal regulations and associated procedures accurately and in a timely manner.
• Performed outbound funds transfer verification for fraud risk.
• Processed all USD international wire transfers.
• Resolved complex wire transfer issues promptly, minimizing delays in funds transfers and maintaining customer satisfaction.
• Managed high-volume wire transfer requests efficiently, prioritizing tasks to meet tight deadlines without sacrificing accuracy.
• Assisted customers with inquiries regarding wire transfers status or process-related questions successfully resolving their concerns while adhering to confidentiality standards.
• Maintained compliance with federal regulations by staying up-to-date on industry best practices and adjusting procedures accordingly.
• Prevented potential losses by identifying and taking appropriate action to stop wire transfer requests that violated established policies or regulatory guidelines.
• Enhanced customer satisfaction with timely and accurate wire transfers, ensuring adherence to company policies and procedures.
• Developed a comprehensive understanding of various currencies used in international wire transfers which aided in executing error-free transactions.
• Reduced errors in wire transfer transactions by conducting thorough reviews and maintaining attention to detail.
• Built and established relationships with clientele to improve future business opportunities.