Karen Fowler

Accepting Local City Taxes Via Cash/Checks From Oct-Dec

Filing City/State Official Records

Preparing Paperwork For Local City Council Meeting

Answering/Transferring Calls to Various Departments

Scheduling Appointments

Writing/Sending Memos

Proficient In Various Software

Manage Administrative Tasks

File Claims for Damage Vehicles due to City Potholes

• Increased revenue by actively listening to customers and proposing optimal Product and Service offerings.
• Followed up with customers regularly via phone and email to obtain payments and schedule services.
• Maintained accurate and current customer account data with manual forms processing and digital information updates.
• Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
• Resolved concerns with products or services to help with retention drive member retention.
• Screen members for eligibility to join credit union while seeking ways to improve processes and services provided.

• Analyzed customer's financial status, credit, and other prudent financial information to identify loan approval.
• Successfully completed Automated Underwriting (AU) to determine approval.
• Conducted verification of employment, rental and liquid assets for loan approval.
• Evaluated products through consumer research, competitive/trends analysis and the creation of internal metrics.
• Assist borrowers in determining the kind of loan program that is the best fit for them. Either a personal loan or an auto loan.
• Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.

• Recommended loan approvals and denials based on customer loan application reviews.
• Reviewed and edited loan agreements to promote efficiency and accuracy.
• Originated, reviewed, processed, closed and administered customer loan proposals.
• Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
• Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
• Increased loan revenue by 10%.

• Increased revenue by actively listening to customers and proposing optimal Product and Service offerings.
• Followed up with customers regularly via phone and email to obtain payments and schedule services.
• Maintained accurate and current customer account data with manual forms processing and digital information updates.
• Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
• Resolved concerns with products or services to help with retention drive member retention.

• Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
• Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
• Executed wire transfers, stop payments and account transfers.
• Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
• Calculated fees due, interest and change for customer transactions.