Lisa Stith
Fort Worth,TX
Summary
As a Senior Accounts Representative, a Field Support Consultant, and a Senior Collateral Specialist with First Command Bank, I have extensive experience in collections, opening up various types of accounts, and funding loans. I am skilled in customer satisfaction, workflow processes, and effective communication. My collaborative and patient approach makes me a valuable team player.
Overview
25
25
years of professional experience
Work History
Senior Accounts Representative
First Command Bank
Fort Worth , TX
08.2023 - Current
- Responsible for all past due accounts, including visa credit cards, loans, and overdrawn checking and savings accounts.
- Responsible for working with debt management companies to restructure a client's loan to lower their payment due to financial hardship.
- Responsible for working with debt settlement companies to settle for less than the full balance on our visa credit cards and loans.
- Responsible for processing bankruptcies.
Field Support Consultant
First Command Bank
Fort Worth , TX
10.2020 - 08.2023
- Responsible for opening up accounts, such as checking, savings, IRAs, business, estate, and trusts.
- Responsible for IRA transactions, such as distributions, contributions, conversions, and recharacterizations.
- Responsible for working directly with Financial Advisors and their Administrative Assistants to help the needs of our clients.
Trust Associate
First Command Bank
Fort Worth, TX
10.2019 - 09.2020
- Responsible for opening up accounts, such as IMAs, IRAs, and Trusts.
- Responsible for IRA transactions, such as distributions, contributions, and conversions.
- Responsible for working directly with our Financial Advisors, Administrative Assistants, and clients.
Senior Collateral Specialist
First Command Bank
Fort Worth, TX
02.2014 - 10.2019
- Responsible for the funding of all loans, including consumer, lines of credits, single pay notes, and balloon notes.
- Responsible for all maintenance on loans, such as payments, due date changes, adding/deleting auto transactions for both internal accounts and external accounts.
- Responsible for all collateral on our loans, which included First Command Financial Services mutual funds, certificate of deposits, and auto titles.
Loan Service Representative
First Command Bank
Fort Worth , TX
05.2008 - 02.2014
- Responsible for processing loan applications, both unsecured and secured.
- Responsible for sending loan documents to clients.
- Responsible for working pre-screens.
Senior Loan Recovery Specialist
First Command Bank
Fort Worth , TX
05.2000 - 05.2008
- Responsible for all past due accounts, including loans, overdrawn checking & savings, and credit cards.
- Responsible for working with debt management companies to restructure client's loans that are dealing with financial hardship.
- Responsible for working with debt settlement companies to settle for less than the full balance on loans and visa credit cards.
- Responsible for processing bankruptcies.
Personal Banker
First Command Bank
Fort Worth, TX
05.1999 - 05.2000
- Responsible for opening up accounts, such as checking, savings, certificate of deposits, and IRAs.
- Responsible for answering calls from clients, financial advisors, and administrative assistants regarding all areas of the bank.
Education
High School Diploma -
Cedar Valley College
Lancaster, TXSkills
- Customer Satisfaction
- Knowledge Base
- Workflow Processes
- Customer Communication
- Empathy
- Friendly and Patient
- Collaborative Team Player
- Collections expertise
Awards
- Employee of the Month for First Command Bank & First Command Financial Services in 2004.
- Employee of the Month for First Command Bank in 2019
Addition Information
- My hobbies include driving around town in my 1997 Jeep Sahara Wrangler. I also am a huge TCU football fan and a Green Bay Packers fan. In my spare time, I make lighted decorative bottles that I sell at various small flea markets and online. And finally, my husband and I have four fur babies.
Systems Knowledge
- Silverlake, Client Link, Hearsay, Cold Storage, and Clover.
Timeline
Senior Accounts Representative
First Command Bank
08.2023 - Current
Field Support Consultant
First Command Bank
10.2020 - 08.2023
Trust Associate
First Command Bank
10.2019 - 09.2020
Senior Collateral Specialist
First Command Bank
02.2014 - 10.2019
Loan Service Representative
First Command Bank
05.2008 - 02.2014
Senior Loan Recovery Specialist
First Command Bank
05.2000 - 05.2008
Personal Banker
First Command Bank
05.1999 - 05.2000
High School Diploma -
Cedar Valley College
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