Knowledgeable and dedicated customer service professional with extensive experience in the commercial lending industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success.
Overview
42
42
years of professional experience
Work History
Customer Service Assistant
Community Bank
2111 N. Franklin Drive, Washington, PA 15301
06.2009 - Current
Organize loan files in an orderly fashion making sure that all necessary financial information is present and complete prior to forwarding to the Credit Department.
Enter new loan requests into our operating system.
Gather entity formation documents, verify their existence and prepare Beneficial Ownership Forms.
Review title commitments, request paperwork for business checking accounts, prepare paperwork for online banking services and verify wire instructions.
Review loan folder and verify that all pertinent documentation is in place prior to and after closing.
Prepare loan documents utilizing LaserPro.
Research and clear any post-closing items.
Monitor vertical construction and lot development projects requesting inspections, title bring downs and completion of Partial Lien and Final Lien Waiver Forms.
Conduct loan closings when necessary.
Contact customers regarding past due payments.
Assist in obtaining current financial information on existing and proposed credits.
Actively listen to customers, handle concerns quickly and escalated major issues to supervisor.
Follow up with customers about resolved issues to maintain high standards of customer service.
Collaborated with other departments to guarantee customer satisfaction
Other general office duties as assigned.
Administrative Assistant III - Commercial Lending
National City Bank
200 West Beau Street, Washington, PA 15301
02.1989 - 06.2009
Same job duties as currently performed.
Payroll Clerk
First National Bank
150 West Beau Street, Washington, PA 15301
01.1987 - 02.1989
Verified timekeeping records and handled any discrepancies with employees.
Maintained payroll information by calculating, collecting, and entering data.
Updated employee files with new details such as changes in address or salary levels.
Processed W-2s, 1099s and other year-end reports to remain in compliance with state and federal laws.
Maintained employee confidence and protected payroll operations by keeping information confidential.
Accounting Secretary
First National Bank
150 West Beau Street, Washington, PA 15301
03.1982 - 01.1987
General accounting and office duties.
Education
Associates Degree in Business - Accounting
Penn Commercial Business/Technical School
Washington, PA
Skills
Works until desired objective achieved, persistent
Expends effort and time to do job well
Respects and maintains confidentiality; trustworthy
Interact with customers in a professional upbeat manner
Built strong relationships with customers and colleagues by providing friendly and personable service