Lisa Ramos
Killeen
Summary
Offering strong organizational abilities and willingness to learn and grow in supportive environment. Brings foundational knowledge of office software and administrative tasks, demonstrating adaptability and quick learning capabilities. Ready to use and develop communication and organizational skills in Staff Assistant role.
Overview
19
19
years of professional experience
Work History
Member Service Representative, MLO, IRA Specialist
Navy Federal Credit Union
10.2018 - Current
- Analyze, research and resolve problems and discrepancies related to member accounts/loans
- Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications
- Counsel current and prospective members about Navy Federal's products and services.
- Ensure cash and other negotiable instruments are handled properly
- Identify opportunities to cross service products and increase product penetration
- Assist level 1 team members
- Comply with federal and other regulations
- Assist with Branch Office vault opening,closing and balancing procedures
- I serve as a Branch Office ATM vault custodian
- Perform other duties as assigned.
- Ira Specialist
- Notary
- Signature Guarantee Medallion Holder
Loan Officer Assistant /Head Vault Teller
Texas First State Bank
05.2016 - 06.2017
- Communicated with customers daily to request information and complete paperwork.
- Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
- Answered inquiries and provided superior customer service to clients.
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Set up files using loan officer checklist and submitted on-time for processing.
- Improved turnaround times for loan applications through effective prioritization and proactive problem-solving techniques.
Bookkeeper and Personal Banker
First Texas Bank-Killeen
05.2006 - 06.2017
- Reconciled and corrected issues with financial records.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Provided support during audits by supplying requested documentation promptly and accurately.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
Education
High School Diploma -
Killeen High School
Killeen, TX05.1997
Skills
- Customer service
- Relationship building
- Customer support
- Call center experience
- Transaction processing
- Dispute resolution
- Escalation handling
- Document processing
- Member account management
- Member correspondence
- Calm and professional under pressure
- Problem resolution
- Computer skills
- Administrative and office support
Timeline
Member Service Representative, MLO, IRA Specialist
Navy Federal Credit Union
10.2018 - Current
Loan Officer Assistant /Head Vault Teller
Texas First State Bank
05.2016 - 06.2017
Bookkeeper and Personal Banker
First Texas Bank-Killeen
05.2006 - 06.2017
High School Diploma -
Killeen High School
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