Lisa Moore
Thomasville,GA
Summary
Accomplished Office Manager and Credit Analyst with a proven track record with 20 years experience , adept in customer service and office administration. Excelled in maintaining confidentiality, fostering strong client relationships, and ensuring financial integrity.
Overview
20
20
years of professional experience
Work History
Office Manager/ Credit Analyst
Ag Resource Management
Thomasville , GA
02.2023 - 07.2024
- Delivered outstanding client support through phone and email
- Managed supply chain operations for office inventory
- Maintained filing system for records, correspondence and other documents.
- Collected and organized loan documents before submission to underwriting.
- Reviewed loan applications, credit reports, and financial statements to determine customer's repayment capacity.
Loan Consultant
Lendmark Financial Services
Thomasville , GA
06.2019 - 02.2023
- Increased client retention rates by offering exceptional service and fostering strong relationships.
- Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
- Interviewed prospective customers to discuss financial goals and means surrounding consumer loans.
- Balanced individual cash drawer at the end of each shift according to established policies and procedures.
- Negotiated terms of repayment with customers who experienced difficulty repaying loans on time.
Senior Assistant Manager
Security Finance, Financial Services
Thomasville, GA
03.2004 - 06.2019
- Fostered teamwork to build a positive work culture
- Managed daily operations according to company policies and industry regulations
- Boosted customer happiness through effective communication and swift problem-solving.
- Developed policies and procedures for accounts receivable, payable, cash receipts, deposits and reconciliations.
- Approved or denied loan applications based on established guidelines.
Skills
- Customer Service
- Office Management
- Organizational Skills
- Document Management
- Credit and collections
- Compliance Monitoring
- Computer Skills
- Professional and Courteous
Timeline
Office Manager/ Credit Analyst
Ag Resource Management
02.2023 - 07.2024
Loan Consultant
Lendmark Financial Services
06.2019 - 02.2023
Senior Assistant Manager
Security Finance, Financial Services
03.2004 - 06.2019