Summary
Overview
Work History
Education
Skills
Timeline
Education and Training
Generic

Lacey Clemens

York Haven

Summary

Dynamic and motivated professional eager to embrace new challenges and drive impactful results. Demonstrates a robust work ethic, exceptional adaptability, and outstanding interpersonal skills that foster collaboration and engagement. Proven ability to thrive in independent settings while rapidly acquiring new competencies. Recognized for strong communication and decision-making abilities, complemented by keen attention to detail and a proactive approach to problem-solving.

Overview

14
14
years of professional experience

Work History

Portfolio Support Specialist Training Lead

Horizon Farm Credit
York, PA
09.2024 - Current
  • Assessed training needs and designed programs to effectively enhance employee skills and knowledge across the organization.
  • Facilitated collaboration with leadership to align training efforts with our Go-To-Market Strategy
  • Pioneered development of instructional materials utilizing innovative techniques.
  • Conducted quality control assessments to evaluate training effectiveness and identify areas for improvement.
  • Collaborated with management to identify employee development requirements and develop specialized training materials.
  • Streamlined onboarding procedures to accelerate new hire acclimatization and foster positive employee experiences.
  • Facilitated prompt responses to team inquiries, addressing needs and resolving issues.

Inside Sales Specialist

Horizon Farm Credit
York, PA
03.2024 - 09.2024
  • Sales Support in opportunity generation, deal generation, appraisal ordering, title requests etc.
  • Interview applicants, gather, analyze and reconcile data using the five credit factors under the guidelines of differential analysis.
  • Handle insurance verification when needed.
  • 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.
  • Provide customer service to dealers or applicants.
  • Continually maintain pipeline management to ensure turnaround times and the daily work flow.

Universal Branch Specialist MLO

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

Assistant Store Manger

Tandy Leather Factory
Harrisburg, PA
06.2013 - 02.2015

Barn Manger & Apprentice

Homestead Quarter Horses
Mechanicsburg, PA
05.2012 - 07.2013

Education

Bachelor of Science - General Studies - Concentration in Finance

Southern New Hampshire University
Hooksett, NH
11-2022

Bachelor of Science - Business Management

Western Governors University
Salt Lake City, UT
01-2021

Skills

  • Attention to Detail
  • Analytical problem solving
  • Active listening skills
  • Effective time management
  • Fraud Detection and Prevention
  • Performance Tracking
  • Pipeline Management
  • Exceptional customer service
  • Organized and meticulous
  • Interpersonal Communication
  • Cheerful and energetic
  • Dependable
  • Coaching and mentoring
  • Virtual training
  • Lesson planning
  • Teamwork and collaboration
  • Critical thinking
  • Strong verbal and written comprehension

Timeline

Portfolio Support Specialist Training Lead

Horizon Farm Credit
09.2024 - Current

Inside Sales Specialist

Horizon Farm Credit
03.2024 - 09.2024

Loan Processor - FCE

MidAtlantic Farm Credit
05.2019 - 03.2022

Universal Branch Specialist MLO

PNC Bank
10.2016 - 02.2019

Assistant Manger

Tractor Supply
03.2015 - 10.2016

Assistant Store Manger

Tandy Leather Factory
06.2013 - 02.2015

Barn Manger & Apprentice

Homestead Quarter Horses
05.2012 - 07.2013

Bachelor of Science - Business Management

Western Governors University

Bachelor of Science - General Studies - Concentration in Finance

Southern New Hampshire University

Education and Training

other,other