Summary
Overview
Work History
Education
Skills
Additional Information
Leadership Experience
References
Timeline
Generic

Marissa Hawks

Tremonton,Utah

Summary

Results-driven Finance Coordinator with 10 years of financial industry experience. Proficient in process improvement with history of streamlining processes to reduce errors. Adaptable, analytical and skilled in performing administrative tasks. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

10
10
years of professional experience

Work History

Outbound Sales

America First Credit Union
12.2020 - Current
  • Contact prospective customers by both telephone and email
  • Use product knowledge to showcase the solutions that our company can offer to prospects
  • Increased sales revenue through strategic cold calling and lead generation activities.
  • Cultivated strong relationships with clients, fostering loyalty and repeat business.
  • Educate customers on product offerings, demonstrating value proposition and driving interest in company services.
  • Pitched products and services to potential customers, securing new deals and sales opportunities.
  • Negotiated pricing and payment terms with customers when possible to close deals.

Underwriter

America First Credit Union
06.2017 - 12.2020
  • Reduced risk exposure through diligent evaluation of applicants'' creditworthiness and recommending appropriate credit limits.
  • Collaborated with loan officers and sales teams for seamless communication during the application process.
  • Increased client satisfaction by providing personalized recommendations based on individual financial situations.
  • Upheld strict adherence to confidentiality policies when handling sensitive client information, preserving trust within the organization.
  • Improved loan approval rates by conducting thorough risk assessments and evaluating borrowers'' financial capabilities.
  • Enhanced customer satisfaction by providing timely and accurate loan decisions based on comprehensive analyses.

Loan Processor

America First Credit Union
01.2015 - 01.2017
  • Enhanced loan processing efficiency by streamlining documentation and application procedures.
  • Reduced loan processing time with effective communication between departments and clients.
  • Improved customer satisfaction by providing timely updates on loan applications and addressing concerns promptly.
  • Maintained accuracy in data entry, ensuring error-free loan applications for faster approvals.
  • Managed a high volume of loan applications, prioritizing tasks efficiently to meet deadlines consistently.
  • Provided training to new team members, ensuring consistent quality in loan processing across the department.
  • Kept up-to-date with industry trends and regulatory changes, adapting processes as needed for continued success.
  • Achieved high levels of accuracy in document preparation, reducing delays due to errors or missing information.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Handled any conditions sent from underwriting departments.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.

Teller

America First Credit Union
09.2013 - 01.2015
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
  • Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
  • Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Assisted with training of new tellers on policies and procedures.
  • Followed up on customer complaints and provided solutions to enhance customer satisfaction.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Handled various accounting transactions.

Education

Diploma -

Roy High School
05.2013

Skills

  • Problem Solving
  • Product Knowledge
  • Time Management
  • Decision Making
  • Conflict Resolution
  • Cold Calling
  • Sales Training
  • Effective Communication
  • Account Management
  • Cross-selling
  • Sales Analytics
  • Goal Setting
  • Customer Service
  • Data Analytics
  • Direct Sales
  • Closing Techniques
  • Account Updating
  • Call Management
  • Customer Relations
  • Money Handling Abilities
  • Microsoft Outlook
  • Call Center Operations
  • Sales Closing
  • Call Center Experience

Additional Information

I have worked hard on my communication to better create an employee to member relation to gain trust. I have been working with America First Credit Union over the course of the last 10 years to take tests and study to succeed and progress forward within the credit union, and to increase my financial knowledge.

Leadership Experience

I have a very leadership type personality. I am enthusiastic, intelligent, and a good role model. My decision making is logical and efficient. I have taken leadership skills in my personal life; my most important is becoming a mother and wife. These two roles are especially important things that take leadership skills. I work hard to provide for my family, and even harder to provide for my wellbeing. Staying busy with work and having something to work towards in my personal life are particularly important to me as well, and I hope that I can continue to show my strengths wherever I may end up in my career path.

References

AVAILABLE UPON REQUEST

Timeline

Outbound Sales

America First Credit Union
12.2020 - Current

Underwriter

America First Credit Union
06.2017 - 12.2020

Loan Processor

America First Credit Union
01.2015 - 01.2017

Teller

America First Credit Union
09.2013 - 01.2015

Diploma -

Roy High School

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Marissa Hawks