Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Joyce McLaughlin

Washington,PA

Summary

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
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.
  • Complete real estate property searches, pull Credit Reports, OFAC, Flood Reports, UCC Searches, prepare Title, Appraisal and Attorney doc prep engagement letters.
  • 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
02.1989 - 06.2009
  • Same job duties as currently performed.

Payroll Clerk

First National Bank
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
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
  • Confident in self and gives personal best

Additional Information

Notary Public

Timeline

Customer Service Assistant

Community Bank
06.2009 - Current

Administrative Assistant III - Commercial Lending

National City Bank
02.1989 - 06.2009

Payroll Clerk

First National Bank
01.1987 - 02.1989

Accounting Secretary

First National Bank
03.1982 - 01.1987

Associates Degree in Business - Accounting

Penn Commercial Business/Technical School

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Joyce McLaughlin