Mallory Worley Graves
South Fulton,TN
Summary
Highly skilled Customer Service & Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 10 years of assisting clients, scheduling payments and reviewing credit histories.
Overview
14
14
years of professional experience
Work History
CUSTOMER SERVICE REPRESENTATIVE & LOAN OFFICER
The Citizens Bank
08.2022 - Current
- Assist clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction
- Maintain strict confidentiality of bank records and client information
- Deliver exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process
- Examined customer loan applications for loan approvals and denials
- Developed strong relationships with customers through high levels of customer service
SENIOR CUSTOMER SERVICE REPRESENTATIVE & LOAN OFFICER
First Financial Bank
11.2014 - 08.2022
- Serviced internal and external customers by answering phone calls, opening accounts, troubleshooting debit card and online banking problems, etc
- Cultivated customer loyalty, promoted repeat customers and improved customer relationships
- Recommended new products and services to customers
- Discussed lending options with existing & potential customers
- Documented & processed loan applications
- Encouraged customers to register for specialty programs, such as uChoose Rewards
- Maintained current marketing material throughout branch
- Maintained high degree of confidentiality
THIRD PARTY BILLING COORDINATOR
University Of Kentucky
03.2010 - 12.2012
- Maintained sponsored student billing and notices
- Worked with veteran, foreign embassy, and vocational rehabilitation programs for student sponsorship
- Contacted sponsored programs with past due accounts to formulate payment plans and discuss restructuring options
- Reconciled customer accounts
- Assisted with general student and parent inquiries
- Complaint resolution
Education
MASTER OF EDUCATION IN HIGHER EDUCATION -
University Of Kentucky
Lexington, KY05.2013
BACHELOR OF ARTS IN SPANISH & PSYCHOLOGY -
University Of Kentucky
Lexington, KY05.2007
Skills
- Financial transactions expertise
- Consumer Lending
- Financial Advising
- Document analysis
- Mortgage lending
- Banking
- Client Relations
- High Degree of Confidentiality
- Customer Service
References
- Lea Ann Hobbs, The Citizens Bank, Office Manager, (270) 472 - 2626, lhobbs@citizenshickman.com
- David Prater, City Of Fulton/Evans Drug, Mayor/Business Owner, (270) 210-0443, dprater@twc.com
- Tammy Owensby, University Of Tennessee Martin, Account Manager School Of Music, (731) 514-6901, owensby653@gmail.com
Timeline
CUSTOMER SERVICE REPRESENTATIVE & LOAN OFFICER
The Citizens Bank
08.2022 - Current
SENIOR CUSTOMER SERVICE REPRESENTATIVE & LOAN OFFICER
First Financial Bank
11.2014 - 08.2022
THIRD PARTY BILLING COORDINATOR
University Of Kentucky
03.2010 - 12.2012
MASTER OF EDUCATION IN HIGHER EDUCATION -
University Of Kentucky
BACHELOR OF ARTS IN SPANISH & PSYCHOLOGY -
University Of Kentucky
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