Lindsay McMillan

• Provide support to loan officers and consumer loan administrators to ensure timely and accurate loan estimates to borrowers.

• Responsible for collecting data to ensure the most accurate information by verify customers information, credit reports, collateral property, title fee's, contracts, and prepared loan applications for underwriting submittal.

• Organize and provide training to loan officers, loan estimates specialist, consumer loan administrator.

• Setup and maintained physical and electronic filing systems to maintain organizational efficiency.

• Produced and distributed memos, cheat sheet, updated guides, email and other forms of communication.

• Ensure compliance with company policies, underwriting guidelines and lending-program requirements.

• Provided value-added approach to meet customer personal financial needs by analyzing and profiling customers and cross-selling financial products.
• Determined whether members were eligible for new services.
• Evaluated member's creditworthiness for new services.
• Processed general ledger tickets for expenses and fee income.
• Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
• Opened new checking, savings and lines of credit for customer accounts.
• Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads

• Monitored daily operations and supported Branch Manager in necessary duties.
• Provided bank leadership in absence of branch manager.
• Supervised banch personnel and operations in absence of branch manager, keeping operations and workflows running smoothly.
• Trained and mentored highly effective teams to meet corporate service standards.
• Built client rapport through frequent individualized recommendations for financial products and services.
• Worked with regulatory representatives to complete accurate filings and maintain compliance.
• Reviewed applications against established parameters to determine approval, rejection or modification requirements.
• Educated customers on variety of loan products and available credit options to promote valuable decision-making.

• Prepared and served coffee, espresso drinks, blended coffees and teas.
• Operated cash register, collected payments and provided accurate change.
• Greeted guests with pleasant smile and superior customer service.
• Maintained calm demeanor during high-volume periods and special events.
• Maintained clean and organized workspace, enabling coworkers to locate resources and product.
• Memorized official and off-menu coffee and tea preparations.
• Described menu items to customers and suggested products based on stated preferences.
• Maintained highest standards of conduct and service to support company reputation.