Katherine Pierce
Fort Washington,MD
Summary
Highly motivated and proactive professional with a proven track record of working independently and efficiently. Recognized for initiative and consistently meeting deadlines in a fast-paced environment. Committed to teamwork and meticulous attention to detail, resulting in high-quality outcomes. Skilled in handling a high volume of customer calls while prioritizing exceptional consumer service. Exceptional listening, oral, and written communication skills. Seeking a permanent position to further contribute expertise and dedication.
Overview
21
21
years of professional experience
Work History
Full Service Associate
Aldis food market
10.2022 - 03.2025
- Processed payments quickly and efficiently in high-demand situations.
- Successfully completed the sorting and clearing of product pallets in less than one hour.
- Ensured products were well-presented by straightening items on shelves.
- Ensured continuous availability of stock.
- Skilled in executing planograms
- Maintained organized and tidy front area.
- Effectively communicated with clients to ensure satisfaction.
- Experienced in adhering to established food safety standards.
- I also had duties such as
- Managed efficient unpacking processes.
- Ensured optimal stock levels
- Flexible with job location preferences.
- Authorized to work in the US for any employer
Tobacco Associate
Tobacco Express
09.2022 - 10.2022
- Trained in Cash handling as cashier department
- Assisted customers and handled their needs and complaints
- Handled cash
Temporary position - loan processing assistant
Landmark Financial Services
05.2022 - 08.2022
- Changed mailing addresses
- Updated car title, and loan updates
- Request for hardship payment plans
- Types notes of every step in their database
- This was a temporary position that only lasted a month
Escrow Assistant and Final Docs
CUMA- credit Union mortgage association
06.2021 - 02.2022
- As a post closing specialist, I ensured loan files are audited, shipped, and sold correctly
- I prepare and audit loan files promptly and review signed settlement documents for accuracy
- My duties and responsibilities included developing, sending, and recording mortgage documents
- To ensure loan files are complete and ship them to investors
- I would oversee compliance with bank policies and ensure the title and lender are listed accurately on all paperwork
- Other duties include remaining up to date on all regulatory training and maintaining excellent customer service
- Additionally as a Mortgage Escrow Insurance Specialist I track payments due and disburse funds for homeowners and flood insurance for escrowed loans and assists the agency with enhancing processes for mortgage loan servicing
- Additionally, as Mortgage Escrow Insurance Specialist I provide exceptional customer service to customers, clients, and agents via e-mail and telephone
BSA/AML Investigator
MVB Bank
03.2021 - 06.2021
- Complex monitoring and escalation of International investigations
- Provide support to complex areas
- Review and escalate any potential policy breach to upper management
- Monitor products to ensure full compliance with pertinent country rules and regulations
- Conduct lookbacks and analysis on client's accounts locally and internationally if needed to determine more or conduct continued activity SAR
- Familiar with international accounts features and benefits
- Knowledge of different Government Sanctions lists including OFAC, United Nations, European Union
Loan Processor Assistant
United Nations Federal Credit Union
09.2020 - 09.2020
- United Nations Federal Credit, VA
- 1month temporary assignment with Robert Half
- Research and verify information about the loan applicant
- Request, review and verify all loan documents such as income, credit, appraisal and title insurance, to ensure complete and accurate information is in the file before it is sent to underwriting
- Obtain verification of deposit, verification of employment, credit report
- Prioritize and monitor daily workflow in order to ensure all loans are being worked on in accordance with company's timeline expectations
- Maintain constant communication with customers and loan agents on status updates and/or changes to the loan
- Ensure any necessary and critical changes which require re-disclosures have been accurately notated and checked in the loan origination system for compliance purposes
- Coordinate loan closing with customers, title companies, and loan agents
- Resolve any customer service issues or complaints
- Communicate with other professionals, including attorneys, county clerks and title companies
Loan Processor
American First Finance
04.2018 - 02.2019
- Determine the risk involved issuing conditional approval, denial, counteroffers
- Satisfy Final condition requirements (Verification of employment, deposit, financial statements, etc)
- Develop & maintain procedures and policies surrounding
- Lending
- Underwriting workflows
- Documentation in accordance with federal and state audit requirements
- Assess risk by analyzing credit data and other documents
- Collect and verify an applicant's personal information and financial records for loan
- Organize and prepare loan documents to be assessed for underwriting
JR. Account Manager Loan Processor
loanDepot
05.2015 - 09.2017
- Review loan files and determine what documentation is required to meet investor guidelines
- Communicate and respond to internal customers (Loan Consultants, Processing Managers) and external customers (borrowers, 3rd party vendors) generally within 2 hours
- Utilize pipeline reports to effectively manage loans and prioritize daily workflow
- Document management system and update all information appropriately and accurately in system
- Consult with Loan Processing Manager weekly on loan status and prioritizes workflow accordingly
- Manage a pipeline of approximately 20-30 loans
- Perform other related duties as assigned and required
Full Service Associate
William Sonoma
05.2014 - 10.2014
- Take inbound calls from existing customers
- Resolve purchase orders
- Track accounts that may have been refunded
- Canceled
- Place orders on back order
- Check inventory for replacements or exchanges
- Call our carriers to get shipping details
- Explaining and going over credit card statements as far as their transactions placed in this company Issuing credit or corrections to orders
- Excellent communication skills
- Strong work ethic, Team player, Ability to protect and maintain confidential information, Comprehensive understanding of hardware and software system
Lead Teller/Office Manager
SBi
10.2012 - 05.2014
- Finacle financial system
- Kept files/document management system for electronic and paper documents organized
- Promote and maintain positive relationships with all clients, customers and potential customers
- Comply with all department and company policies and procedures
- Contribute to the fulfillment of company objectives and goals
- Perform as a team member in allocating and coordinating work flow
- Involved in ordering, receiving, verifying and distributing cash and Cash transactions Makes a concerted effort to solve customer issues Ensures courteous, efficient service, assist customers with inquiries and resolves customer complaints Monitor office supplies
- Distribute/file all incoming and outgoing wire transfers (remittance) Perform errands that assist daily function
- The morning reports, such as the online/exchange rate
- Overdraft reports, ATM surcharge and dispense to settlement Open and Close accounts
- Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software
- Managed accounting operations, accounting close, account reporting and reconciliations
- Researched banking guidelines and statutory requirements to stay updated on new laws and applications
- Managed opening and closing times for the main branch
- Opened new customer accounts, including checking, savings and lines of credit
- Established new customer accounts including checking, savings, lines of credit and loans
- Balanced daily cash deposits and bank vault inventory with a zero error rate
- Assembled in-store marketing displays
- Trained employees on cash drawer operation
- Adhered to S.B.I
- Security and audit procedures
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts
- Loaded consumer loan applications into the citrix loan processing program
- Examined checks for identification and endorsement
- Entered member transaction data into the online banking software
- Reported daily averages and shortages to the operations department
- Maintained confidentiality of bank records and client information
- Delivered prompt, accurate and excellent customer service
- Monitored multiple databases to keep track of all company inventory
- Monitored multiple databases to keep track of all Company inventory
Perform a variety of clerical, administrative and technical functions to support
Andrews Federal Credit Union
03.2012 - 09.2012
- Camp Springs, MD
- Perform a variety of clerical, administrative and technical functions to support the Deposit Support Specialist
- Essential Duties
- The ability to work under tight time constraints independently and in a team environment
- Good analysis skills and able to thoroughly investigate and resolve issues
- Intermediate level skills with Microsoft Office applications (Excel, Access, Outlook, Word)
- I already had some bank operations experience
- Excellent communications skills, both written and verbal
- Prepare and maintain records of all bank deposits, generate and submit customer invoices efficiently
- Serve as backup to other positions within the department
- I am held accountable for balancing large sums of money
- Throughout the day, I accept and sign for mailed in deposits and loan payments
- Friendly and personable, comfortable with computers, able to multi-task and solve problems quickly
- Batch transactions are split into three elements:
- 1
- Opening the batch with a batch header
- 2
- Entering transaction details
- 3
- Closing the batch
- .Submitting a batch check log to our Payment Systems at the end of each day
Sr. delinquency control counselor
Navy Federal Credit Union
08.2007 - 07.2011
- Starting position junior delinquency control counselor
- Analyzed, controlled and collected on past due accounts
- Determined the reason(s) for delinquency
- Negotiated & established equitable repayment terms
- Counseled members and co-signers regarding financial affairs
- Maintained a positive and courteous attitude while assisting members
- Utilized skip tracing resources to locate members and assess their finances
- Informed customers of credit union resources and counselor guidelines
- Effectively interacted in daily meetings with supervisor and co-workers
- Provided administrative support for supervisor
- Pulled loan drafts to determine fraud accounts
- Recommend Re-possession/ Legal action / and or charge
- Assigned agents to members residences to assess condition of collateral
Teller
Bank of America
06.2004 - 07.2006
- Processed new and old accounts
- Provided account status to supervisor
- Referred patrons to designated personnel
- Reconciled and deposited daily funds
- Maintained a positive and courteous attitude
- Accomplishment
Education
High School Diploma - Psychology
Oxon Hill High School
Oxon Hill, MD05.2002
Skills
- Property Leasing (Less than 1 year)
- Credit Analysis (7 years)
- Document Management Systems (3 years)
- Citrix (2 years)
- Analysis Skills (6 years)
- Banking (10 years)
- Databases (9 years)
- Office Management (1 year)
- Underwriting
- Microsoft Outlook
- Loan Processor Experience (3 years)
- Document Management Systems
- Accounting Software
- Fair Housing Regulations
- Bank Secrecy Act
- Account Analysis
- ACH
- Escrow
- Account Reconciliation
- General Ledger Reconciliation
- Accounts Payable
- Cash handling
- Communication skills
- Office experience
- Windows
- User Interface (UI)
- Active Directory
- Journal Entries
- Filing (1 year)
- Documentation review
- Archives management
- Customer service
- Research
- Data entry
- Time management
- Sales
- Store management
- Bank Reconciliation
- Cash handling expertise
- Quality assurance
- Shipping coordination
- Store maintenance
- Sales expertise
- Loss prevention awareness
- Returns policies
- Defective item policies
- Call center background
- Visual presentation
- Teamwork
- Teamwork and collaboration
Timeline
Full Service Associate
Aldis food market
10.2022 - 03.2025
Tobacco Associate
Tobacco Express
09.2022 - 10.2022
Temporary position - loan processing assistant
Landmark Financial Services
05.2022 - 08.2022
Escrow Assistant and Final Docs
CUMA- credit Union mortgage association
06.2021 - 02.2022
BSA/AML Investigator
MVB Bank
03.2021 - 06.2021
Loan Processor Assistant
United Nations Federal Credit Union
09.2020 - 09.2020
Loan Processor
American First Finance
04.2018 - 02.2019
JR. Account Manager Loan Processor
loanDepot
05.2015 - 09.2017
Full Service Associate
William Sonoma
05.2014 - 10.2014
Lead Teller/Office Manager
SBi
10.2012 - 05.2014
Perform a variety of clerical, administrative and technical functions to support
Andrews Federal Credit Union
03.2012 - 09.2012
Sr. delinquency control counselor
Navy Federal Credit Union
08.2007 - 07.2011
Teller
Bank of America
06.2004 - 07.2006
High School Diploma - Psychology
Oxon Hill High School
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