Julie Hansen

Customer service, balance and reconcile registers

Act as back up to food processor

Assisted customers with making payment or establishing payment plans to bring account current

Refer customers to Loss Mitigation

Customer service, assist with store audit, balance and reconcile register

Act as backup to manager

Customer contact, reconcile general ledger, mortgage maintenance

Act as back up payment processing, disburse mail

Couch train and support 15 customer service team members

Approved and processed trades up to 1M

Research and resolve trading issues and client concerns

Support senior management with coordinating new personal trust call center

Administer several large retirement/401 K, wealth management And Trust, Institutional Trust and Brokerage Services accounts including Wells Fargo, outside large customers by phone, email and in person

Process buy/sale trades, resolve and monitor daily cash flow

Support management with sale presentations

Train new team members, prods new acquisitions

Reconcile and balance share position, principal and interest payments, verify incoming and outgoing request of stock, bearer bonds and wills held in the trust vault to paying agents FED, DTC, GNMA and federal home loan

More than 35 years of excellent customer service