Megan Puck
Boscobel
Summary
Multi-talented loan processing professional versed in customer service and bank standards. Excellent communicator and decision-maker with a strong eye for detail and a proactive nature.
Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Familiar with verifying tax, credit, employment, loan, personal and residential histories. Comfortable working alone or with team members to accomplish tasks and enhance processes.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
5
5
years of professional experience
Work History
Agriculture/Commercial Loan Processor
Community First Bank
Boscobel
12.2018 - 01.2022
- Processed commercial and ag loan applications efficiently and accurately.
- Coordinated with loan officers to gather necessary client information.
- Reviewed financial documents for compliance and completeness.
- Assisted in preparing loan closing documents for final approval.
- Monitored timelines to ensure timely processing of loans.
- Developed strong relationships with customers through excellent customer service skills.
- Communicated effectively with internal staff members, customers, lenders and other stakeholders throughout the entire loan process.
- Coordinated with third parties such as appraisers, title companies, and surveyors to obtain necessary documents for the loan approval process.
- Assisted in the preparation of financial statements and other documentation as needed by lenders.
- Processed loan documents in accordance with established policies and procedures.
Contact Center Agent
Great Lakes Education Loan Services
Boscobel
10.2017 - 12.2018
- Assisted customers with inquiries about education loans and repayment options.
- Managed high volumes of inbound calls while maintaining quality service standards.
- Guided borrowers through online account management and application processes.
- Resolved customer complaints by identifying issues and providing effective solutions.
- Educated clients on financial aid resources and loan servicing policies.
- Adhered to quality assurance standards when handling calls.
- Explained products or services to customers ensuring they fully understood benefits being offered.
- Participated in team meetings providing updates on progress towards goals.
- Answered incoming customer inquiries via telephone and email.
- Provided accurate, valid and complete information by using the right methods and tools.
- Consulted with customers to resolve service and billing issues.
- Navigated through computer systems to review information and respond appropriately to callers.
- Maintained strong call control and quickly worked through scripts to address problems.
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
- Engaged actively with callers, confirming or clarifying information and diffusing anger.
- Updated customer accounts, addresses and contact information within call management databases.
- Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
- Offered resolutions to de-escalate calls and solve customer issues.
- Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
Certified Nursing Assistant
Dycora Transitional Health and Living
Muscoda
08.2016 - 10.2017
- Monitored vital signs and reported changes to nursing staff.
- Maintained cleanliness of resident rooms and common areas.
- Assisted residents with daily living activities and personal hygiene.
- Documented patient care activities in electronic health records.
- Collaborated with healthcare team to implement care plans.
- Responded promptly to resident calls for assistance and support.
- Maintained accurate records of patient care, condition, progress, or problems for review by medical staff.
- Maintained accurate, timely flow of information by completing thorough patient records and updating healthcare team on patient status.
- Exhibited compassionate care and communication regarding issues surrounding death and dying.
- Fostered relationships with patients, caregivers and healthcare teams to achieve individual care plan targets.
- Participated in educational programs related to nursing assistant skills development.
Education
Wauzeka-Steuben
Wauzeka, WISkills
- Loan processing
- Financial document review
- Compliance verification
- Customer relationship management
- Effective communication
- Problem solving
- Attention to detail
- Time management
- Collaboration skills
- Conflict resolution
- Documentation review
- Data entry
- Deadline management
- Call center operations
- Relationship building
- Patience and concentration
- Proofreading proficiency
- High accuracy level
- Meeting deadlines consistently
- Error correction
- Wide vocabulary range
- Fast typing speed
- Continuous learning attitude
- Research
- Professionalism
- Multitasking
- Keyboard Skills
Timeline
Agriculture/Commercial Loan Processor
Community First Bank
12.2018 - 01.2022
Contact Center Agent
Great Lakes Education Loan Services
10.2017 - 12.2018
Certified Nursing Assistant
Dycora Transitional Health and Living
08.2016 - 10.2017
Wauzeka-Steuben