Mackenzie Anderson
Springfield,Illinois
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals and dedicated to helping others achieve progress.
Overview
15
15
years of professional experience
Work History
Branch Manager
Midwest Regional Bank
01.2024 - Current
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Maintained friendly and professional customer interactions.
- Resolved various issues impacting sales management and business operations.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Fostered an open door policy with staff to ensure comfortability in difficult situations.
- Managed a staff of 5
Housing Subsidy Program Specialist
Illinois Association Of Community Action Agencies
03.2022 - 12.2023
- Liaised with landlords to obtain lease agreements and contracts to facilitate client approval.
- Spearheaded interviews with residents to determine rent increases, changes and credits.
- Prepared clients for annual recertification and continued program eligibility by proactively completing and collecting documentation.
- Collected and analyzed client income, credit report, assets and debts to determine eligibility for housing program and prepare contracts.
- Completed data entry, maintained filing system for housing program participants and entered and retrieved data for accuracy, completeness and privacy.
- Explained criteria for public housing and assisted eligible low-income families with application process.
- Fostered communication with stakeholders to explain program guidelines and provide client status updates.
- Assisted applicants and care managers in filling out housing applications and verifying assets.
- Helped clients find permanent housing.
- Explained rental and housing regulations to clients and helped each discover best options for housing. As well as answered client questions about lease and rental agreements and advocated on behalf of client needs.
- Tracked and monitored rental payments for 187 clients using Excel.
Financial Aid Advisor
Midwest Technical Institute
11.2020 - 03.2022
- Provided financial aid counseling to enrolled and prospective students.
- Counseled students and parents about financial aid options and program details.
- Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
- Communicated with prospective students to illustrate available financial aid opportunities.
- Represented financial aid office at group meetings with high school students and parents.
- Processed federal financial aid verifications per Illinois guidelines.
- Designed financial aid reward packages, aligning contents with individuals' monetary and logistical needs.
- Helped college students obtain financial aid through loan programs.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Assisted customers with completing loan applications and other paperwork.
- Explained very technical financial information to applicants in easy to understand language.
- Compiled closing packages for drafting and presentation accuracy.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Customer Support and Personal Banker
Warren Boynton State Bank
05.2018 - 11.2020
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfer banking transactions for clients accurately.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Responded to customer inquiries regarding new accounts and account services.
- Verified customer identity and reviewed documentation for accuracy.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Reconciled customer accounts and balanced daily transactions.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
Radio Sales Assistant
Cumulus Media- Radio Bloomington
10.2017 - 03.2019
- Assisted customers with prompt and polite support in-person and via telephone.
- Remained calm and poised in high-stress, dynamic environment to promote service to customers and staff.
- Established rapport with customers and sales staff using active listening and interpersonal skills.
- Collaborated with sales and marketing teams to establish accurate representation of products marketed to customers.
- Entered, coded and processed vendor invoices and helped track expenses for capitalizations.
- Researched new clients for sales team, inputting contact information into Salesforce.
- Prepared PowerPoint presentations and Word documents for sales presentations.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Developed strong rapport with customers and created positive impression of business.
Customer Service Specialist and Personal Banker
Security Bank
11.2009 - 10.2017
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Resolved concerns with products or services to help with retention and drive sales.
- Complied with company policies and procedures by encouraging positive and effective work environment among employees.
- Offered internal and external customers first-rate customer service to maximize satisfaction and business success.
- Handled customer inquiries and suggestions courteously and professionally.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Updated account information to maintain customer records.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
Education
Associates Degree - Sociology
Lincoln Land Community College
Springfield, IL05.2016
Diploma -
Lanphier High School
Springfield, IL 05.2009
Skills
- Professional Relationships
- Interdisciplinary Teamwork
- Program Management
- Referrals and Networking
- Active Listening
- Emotional Support
- Critical Thinking
- Prepare Reports
- Microsoft Office
- Administering Social Media Accounts
- Community Resource Navigation
Accomplishments
- 40 Under 40 Inductee for 2020
- Leadership Springfield Graduate, class of 2017
- Community Service Award received for most service hours
- Family and Community Development Specialist Certification
Springfield Business Journal
Springfield Chamber of Commerce
Illinois Association of Community Action
Affiliations
Junior League of Springfield
- Treasurer 2023-Current
- Treasurer- Elect 2022-2023
- President 2021-2022
- President- Elect 2020-2021
- Annual Micro Pantry Food Drive Chair 2020- Current
- Nominations and Placement Committee Chair (2017-2020)
- Secretary for 2015-2016, Re-elected 2016-2017
- Active Member
Mini O’Beirne Crisis Nursery
- Current Board Member
- Nominating and Placement Chair 2023-Current
- President 2022-2023
- Secretary 2020-2022
Illinois State Museum
- Children’s Play Museum Volunteer
- Super Saturday Events Volunteer
- Illinois State Museum Foundation Volunteer
Girls on the Run of Central Illinois
- Head Coach at Southwind Park (Fall ’13- Fall ‘17)
- Assistant Coach and Practice Partner (Spring ‘18- Current)
United Way
- Community Fund Panel Volunteer
- Days of Action Volunteer
Camp Care-a-lot Leaders
- Mentor for Community Involvement and Leadership
Community Foundation for the Land of Lincoln
- Young Philanthropist
- Grant Committee Member
Timeline
Branch Manager
Midwest Regional Bank
01.2024 - Current
Housing Subsidy Program Specialist
Illinois Association Of Community Action Agencies
03.2022 - 12.2023
Financial Aid Advisor
Midwest Technical Institute
11.2020 - 03.2022
Customer Support and Personal Banker
Warren Boynton State Bank
05.2018 - 11.2020
Radio Sales Assistant
Cumulus Media- Radio Bloomington
10.2017 - 03.2019
Customer Service Specialist and Personal Banker
Security Bank
11.2009 - 10.2017
Associates Degree - Sociology
Lincoln Land Community College
Diploma -
Lanphier High School
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