Lacey Clemens
York Haven,United States
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Excellent communicator and decision maker with a strong eye for detail and proactive nature.
Overview
16
16
years of professional experience
Work History
Inside Sales Specialist
Horizon Farm Credit
York, PA
03.2024 - Current
- Sales Support in opportunity generation, deal generation, appraisal ordering, title requests etc.
- Act as a final check for financial information prior to loans being sent to underwriting.
- Preform initial credit pre-screening to incoming leads, prospect inquiries and existing customer inquiries.
- Interview applicants, gather, analyze and reconcile data using the five credit factors under the guidelines of differential analysis.
- Routinely utilizes CRM effectively to help manage customer relationships and enhance team communication. Supports the sales team with portfolio servicing including handling new money loans, renewals, releases and note modifications etc.
- Handle insurance verification when needed.
- Promptly and professionally respond to email communication and phone calls.
- Complete pilots and projects for team as requested: WK Liens Pilot, Tax Card mini project, Speed Queue Pilot
- Act as a mentor, assist new staff with pipeline management, organization and share created resources
- Complete Virtual Role Introductions as requested from HFC Training Team
- Complete additional training and serve on committees as allowed: SEED Program, Customer Advisory Committee, Dairy Workgroup
Loan Processor - FCE
MidAtlantic Farm Credit
Mount Joy, PA
05.2019 - 03.2022
- Verify signed loan documents are correctly signed, collateral description is accurate and any conditions
are met prior to funding.
• Create and process any loan and commission checks with accurate coal and GL entries.
• Document and file for proper lien position.
• The post-closing review process reviewed for accuracy.
• Collection and distribution of original loan documents and loan packages are released to the proper
association to ensure the 5-day goal.
• Provide customer service to dealers or applicants.
• Thoroughly document the stages of all transactions in the web portal.
• Continually maintain pipeline management to ensure turnaround times and the daily work flow.
Universal Branch Specialist ML
PNC Bank
York, PA
10.2016 - 02.2019
- Managed customer experience through opportunities to improve customers' financial wellbeing.
- Support branch manager in managing risk; effectively coached teammates on proper coordination and execution of banking activities to ensure regulatory, security, and audit compliance.
- Drove proactive sales conversations through outbound calling, service to sales, teller interaction, appointment setting.
- Leverages ecosystem partnerships/ centers of influence to acquire, expand and retain relationships.
- Create customer loyalty and grow share of wallet through a differentiated customer experience.
- Educated customers on options for managing financial transactions, fraud prevention, and security by leveraging technology, tools, and resources.
- Applied product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
- Followed policies/procedures to meet branch operation requirements. Managed risk and guarantee accuracy of each transaction.
Assistant Manger
Tractor Supply
Carlisle, PA
03.2015 - 10.2016
1st Assistant to Store Manger
Tandy Leather Factory
Harrisburg, PA
06.2013 - 02.2015
Barn Manger & Apprentice
Homestead Quarter Horses
Mechanicsburg, PA
05.2012 - 07.2013
Team Member
Rutter's Farm Store
New Cumberland, PA
04.2010 - 05.2012
Team Leader
Molly's Place Rescue
Mechanicsburg, PA
03.2008 - 11.2009
Education
Bachelor of Science - General Studies - Concentration in Finance
Southern New Hampshire University
Hooksett, NH11-2022
Bachelor of Science - Business Management
Western Governors University
Salt Lake City, UT01-2021
Skills
- Attention to Detail
- Problem Solving
- Oral and Written Comprehension
- Verbal and Written Communication
- Active Listening and Learning
- Time Management
- Fraud Detection and Prevention
- Performance Tracking
- Sales Pipeline Management
- CRM proficiency
- Exceptional customer service
- Organized and meticulous
- Analytical Thinking
- Interpersonal Communication
- Cheerful and energetic
- Dependable
Timeline
Inside Sales Specialist
Horizon Farm Credit
03.2024 - Current
Loan Processor - FCE
MidAtlantic Farm Credit
05.2019 - 03.2022
Universal Branch Specialist ML
PNC Bank
10.2016 - 02.2019
Assistant Manger
Tractor Supply
03.2015 - 10.2016
1st Assistant to Store Manger
Tandy Leather Factory
06.2013 - 02.2015
Barn Manger & Apprentice
Homestead Quarter Horses
05.2012 - 07.2013
Team Member
Rutter's Farm Store
04.2010 - 05.2012
Team Leader
Molly's Place Rescue
03.2008 - 11.2009
Bachelor of Science - General Studies - Concentration in Finance
Southern New Hampshire University
Bachelor of Science - Business Management
Western Governors University
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