Julie Morby
Burlington,WI
Summary
Highly motivated and dependable candidate with over 10 years of customer service experience. Four years in banking and loans. Proven ability to multitask in fast-paced environments while maintaining accuracy and attention to details. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills.
Overview
12
12
years of professional experience
Work History
Customer Service Specialist
Badgerland Financial (Compeer Financial)
07.2011 - 11.2013
- Support the customer service delivery team by providing customer service for telephone inquiries, maintain loan files; file checks, receipts, and loan documents.
- Compile and produce reports, and statements
- Assisting the loan origination process by entering data in computer system and verifying its accuracy.
- Promote customer and prospect customer relationships.
- Market, cross sell and deliver credit and other financial services.
Assistant Branch Manager
Community State Bank
10.2009 - 07.2011
- Help process transactions, open and close accounts; personal, business, HRA, trust, CD, and safe deposit box.
- In the absence of bank manager; open and close the bank, balancing vault, refilling ATM, addressing complaints, and resolve problems.
- Make informed decisions on the products and services the bank offers to help our customers get the best for their needs.
- Providing the best customer service over the phone as well as in person.
Customer Service Representative
Wisconsin Vision Association (Fait Distribution)
07.2001 - 10.2009
- Communication with accounts daily.
- Memorizing and utilizing numerous codes.
- Identify needs of the accounts.
- Maintaining professional approach when dealing with unsatisfied accounts.
- Responsible in handling and shipping one of the company's largest vendors.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Enter accounts orders into the computer system accurate.
Education
BBA - Finance
University of Wisconsin Whitewater
Whitewater, WI 05.2009
Skills
- Able to manage time well by establishing priorities and meeting deadlines
- Ability to present information and ideas clearly
- Listen and ask questions to understand and appreciate the point of views of others
- Ability to work independently and as part of a team
- Able to carry out multiple tasks or projects at a time
- Learn from mistakes and accept feedback
- Listen to what others have to say and keep an open mind in all situations
References
Marcia Faulkner, Rural Living Solutions Lending Officer, Compeer Financial
Shelly Petrick, Customer Service Manager, Community State Bank
Katie Stople, Chief Operating Officer, Community State Bank
Hedy Durbin, Director of Accounting, Fait Distribution
Timeline
Customer Service Specialist
Badgerland Financial (Compeer Financial)
07.2011 - 11.2013
Assistant Branch Manager
Community State Bank
10.2009 - 07.2011
Customer Service Representative
Wisconsin Vision Association (Fait Distribution)
07.2001 - 10.2009
BBA - Finance
University of Wisconsin Whitewater
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