Kathleen Nava
Goodyear,AZ
Summary
Self-motivated banking professional offering strong communication and quick thinking skills. Works productively on teams as well as independently in fast-paced environments. Consistently positive and friendly Teller committed to reaching business goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Teller
SunTrust
Sarasota, Florida
11.2006 - 10.2010
- Continuously updated knowledge about banking products, services, policies and regulations.
- Explained the features of various banking products available to customers.
- Cross-sold additional bank products when applicable to meet customer needs.
- Followed up on requests from customers in a timely manner.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
Lending Assistant
BB&T (formally Main Street Bank)
Roswell, GA
10.2001 - 01.2006
- Assisted customers with completing necessary documentation prior to closing date.
- Verified accuracy of data entered into automated systems while maintaining confidentiality of borrower information.
- Conducted research on applicable state laws governing loan products offered by the company.
- Maintained up-to-date knowledge of lending policies and procedures in order to provide accurate information to customers.
- Participated in weekly team meetings aimed at providing updates on current projects and initiatives within department.
- Provided customer service support by responding to inquiries from borrowers regarding the status of their loans.
- Prepared loan documents for closing, including promissory notes, deeds of trust and other related documents.
- Developed relationships with real estate agents, brokers and other referral sources in order to increase business opportunities.
Consumer Lending Processor
West Central Georgia Bank
Thomaston, GA
05.1996 - 09.2000
- Maintained confidential records in accordance with company policy and government regulations.
- Provided assistance with customer inquiries regarding the status of their loan application.
- Ensured compliance with all federal laws governing mortgage origination activities.
- Assisted in developing new processes that improved operational efficiency.
- Provided training on consumer lending processes and procedures to new staff members.
- Maintained current knowledge of applicable rules, regulations, policies, procedures, programs, products, services and pricing structures related to consumer lending activities.
Teller
A+ Federal Credit Union
Austin, TX
05.1986 - 03.1995
- Cross-sold additional bank products when applicable to meet customer needs.
- Continuously updated knowledge about banking products, services, policies and regulations.
- Explained the features of various banking products available to customers.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Answered customer inquiries regarding bank products and services.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
Education
Associate of Applied Science -
US Career Institute
Venice, FL04-2009
High School Diploma -
Round Rock High School
Round Rock, TX05-1981
Associate of Applied Science - Banking And Financial Support Services
Austin Community College
Austin, TXSkills
- Financial Advising
- Regulatory Compliance
- Cash Handling
- Financial Analysis
- Customer Relationship Building
- Asset Protection
- Account updating
- Business Development
- International finance knowledge
- Referral management
- Drawer balancing
Certification
- USA Career Institute - Medical Claims and Billing
Timeline
Teller
SunTrust
11.2006 - 10.2010
Lending Assistant
BB&T (formally Main Street Bank)
10.2001 - 01.2006
Consumer Lending Processor
West Central Georgia Bank
05.1996 - 09.2000
Teller
A+ Federal Credit Union
05.1986 - 03.1995
Associate of Applied Science -
US Career Institute
High School Diploma -
Round Rock High School
Associate of Applied Science - Banking And Financial Support Services
Austin Community College
- USA Career Institute - Medical Claims and Billing
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