Natalie Harrison
Westville,OK
Summary
Highly organized client service representative that possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
5
5
years of professional experience
Work History
Client Service Representative
Armstrong Bank
08.2023 - Current
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Managed multiple priorities simultaneously while consistently meeting deadlines for loan closings and disbursements.
- Assisted in maintaining a high level of customer satisfaction by addressing concerns and providing timely responses to inquiries.
- Reduced errors in loan applications through diligent review, data entry, and verification processes.
- Collaborated with Loan Officers to ensure accurate documentation and compliance with lending regulations.
- Managed a high volume of daily transactions accurately, ensuring deadlines were met without sacrificing attention to detail or quality of work.
- Obtained credit records from reporting agencies.
- Identified potential fraudulent activities through careful monitoring of account activity, reducing financial risk for both clients and the institution.
- Coordinated with other departments to resolve complex customer issues quickly and effectively, improving overall client satisfaction ratings.
Loan Assistant
Carson Community Bank
01.2021 - 08.2023
- Managed multiple priorities simultaneously while consistently meeting deadlines for loan closings and disbursements.
- Maintained organized records, facilitating efficient retrieval of information for audits and regulatory examinations.
- Assisted in maintaining a high level of customer satisfaction by addressing concerns and providing timely responses to inquiries.
- Worked closely with borrowers to gather required documentation, ensuring timely submission and approval of loans.
- Provided excellent customer service during the loan process, from initial inquiry to closing, ensuring a seamless experience for clients.
- Ordered information such as credit reports, environmental assessments, and property appraisals.
- Reduced errors in loan applications through diligent review, data entry, and verification processes.
- Collaborated with Loan Officers to ensure accurate documentation and compliance with lending regulations.
- Maintained confidentiality of sensitive client information, adhering strictly to company policies as well as federal privacy laws regulating financial institutions.
- Assembled important paperwork and disclosures for borrower.
- Contributed to a streamlined year-end closing process by diligently reviewing account balances for accuracy throughout the year.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
Teller
Carson Community Bank
01.2020 - 01.2021
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
Teller
Arvest Bank
11.2019 - 12.2019
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Administrative Assistant
SMC Farms
05.2019 - 12.2019
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Supported farm profitability with accurate record keeping of daily operations, including feed consumption, egg production, and bird health status.
- Aided in the reduction of disease outbreaks by strictly adhering to biosecurity protocols and reporting any suspicious symptoms immediately.
- Facilitated early detection of potential issues within flocks by routinely conducting visual inspections and observing behavioral patterns.
Education
BBA - Business Administration
Northwestern Oklahoma State University
Alva, OK07.2024
Associate of Arts - Business Administration
Carl Albert State College
Poteau, OK12.2021
Skills
- Customer Support
- Meeting deadlines
- Account Management
- Teamwork and Collaboration
- Microsoft Office
- Problem Resolution
- Time Management
- Attention to Detail
- Multitasking
- Organizational Skills
- Task Prioritization
- Analytical Thinking
Community Service
Stilwell Kiwanis Club - Member
Kiwanis is a global organization of member-volunteers who are dedicated to changing the world, one child and one community at a time. As with Kiwanis International, the primary purpose of the Stilwell Kiwanis Club is to sponsor programs that benefit children in the community. The club also offers opportunities for members to be involved in civic activities that benefit the community while networking with other community leaders.
Stilwell Area Chamber of Commerce - Member
The Stilwell Area Chamber of Commerce works with businesses to better develop the economic prosperity and quality of life in the community.
Timeline
Client Service Representative
Armstrong Bank
08.2023 - Current
Loan Assistant
Carson Community Bank
01.2021 - 08.2023
Teller
Carson Community Bank
01.2020 - 01.2021
Teller
Arvest Bank
11.2019 - 12.2019
Administrative Assistant
SMC Farms
05.2019 - 12.2019
BBA - Business Administration
Northwestern Oklahoma State University
Associate of Arts - Business Administration
Carl Albert State College
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