Summary
Overview
Work History
Education
Skills
Timeline
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Monica Stein

Moss Bluff,LA

Summary

Dedicated banking professional well-versed in developing long-lasting and productive relationships with small business customers. Skilled at reviewing accounts and business packages with a practiced eye in order to propose improvements and resolve issues. Excellent communicator and multitasker with strong planning and conflict-resolution skills. I am a problem solver. Mentor to co-workers when they have questions or need directions for challenge resolution

Overview

10
10
years of professional experience

Work History

Universal Banker II / Loan Processor

JD Bank
Westlake, Louisiana
10.2021 - Current
  • Collaborated with company teams to expedite loan approval processes.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
  • Completed closing process by collaborating with attorneys, title companies and government clerks.
  • Filed completed packages quickly and efficiently.
  • Created and completed loan submission packages.
  • Ordered Appraisals
  • Requested appropriate title work
  • Processed the invoices for title company

Head Teller

JD Bank
Westlake, LA
06.2019 - 10.2021
  • Identified customer needs and provided appropriate banking services.
  • Verified cash withdrawals and deposits.
  • Balanced daily transactions to ensure accuracy of account information.
  • Monitored vault cash levels and ordered currency from the Federal Reserve Bank as needed.
  • Researched discrepancies between customer balances and bank records for resolution.
  • Reconciled daily transactions with the general ledger system using specialized software programs.
  • Managed day-to-day operations of the teller line including scheduling staff members.
  • Ensured proper handling of cash drawer limits according to bank policy.

Universal Banker I

JD Bank
Westlake, LA
05.2016 - 10.2021
  • Provided customer service to clients by answering questions, resolving complaints and processing transactions.
  • Assisted customers with online banking setup and troubleshooting issues.
  • Verified customer identity through driver's license or other forms of identification.
  • Processed deposits, withdrawals, loan payments and other financial transactions.
  • Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
  • Attended weekly meetings with branch managers to discuss goals related to sales targets.
  • Educated customers about the features of different types of bank accounts available.

Teller II

JD Bank
Westlake, LA
08.2014 - 05.2016
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Balanced cash drawers on a daily basis.
  • Provided exceptional customer service while accurately processing routine transactions.
  • Answered customer inquiries regarding bank products and services.
  • Explained account information to customers in detail as needed.
  • Performed daily reconciliation of teller drawer within established limits.
  • Handled large volumes of currency quickly and accurately with minimal errors.

Education

High School Diploma -

South Beauregard High School
Longville, LA
05-2019

Associate of Applied Science - Accounting

Sowela Technical Community College
Lake Charles, LA
12-2002

Skills

  • Customer Needs Assessment
  • Deposit processing
  • Document Preparation
  • Credit analysis
  • Branch operations
  • Loan Processing
  • Transaction Processing
  • Wire Transfers
  • Teller Mentor
  • Insurance monitoring
  • Trained on Meridian Link (Loans)
  • SBA Loan Team (Director Unity Program)
  • Decision Pro Loan Program

Timeline

Universal Banker II / Loan Processor

JD Bank
10.2021 - Current

Head Teller

JD Bank
06.2019 - 10.2021

Universal Banker I

JD Bank
05.2016 - 10.2021

Teller II

JD Bank
08.2014 - 05.2016

High School Diploma -

South Beauregard High School

Associate of Applied Science - Accounting

Sowela Technical Community College

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Monica Stein