Niccole Bagdasar
San Diego,CA
Summary
Over ten years of banking and customer service experience, skilled in organizational and operational systems, team management, employee development, as well as creating strong partner relationship. With U.S. Bank, multiple customer service awards achieving 100% and top 10% in revenue production in the company.
Overview
15
15
years of professional experience
Work History
Mortgage Loan Officer Assistant
U.S. Bank
02.2014 - 09.2023
- Set up files using loan officer checklist and submitted on-time for processing.
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
Assistant Branch Manager
SDCCU
05.2013 - 02.2014
- Trained and developed new team members in alignment with branch service standards and objectives.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
Teller Coordinator
U.S. Bank
12.2011 - 05.2013
- Trained newly hired tellers, providing extensive mentoring along with positive reinforcement to help employees meet monthly goals and reach objectives.
- Addressed employee issues and conflicts, applying listening and communication skills to promote quick resolution.
- Conducted various branch operations tasks such as balancing and replenishing ATM, TCD and shipment processing.
- Complied with internal controls and federal regulations by implementing methods.
Lead Teller
Chase Bank
08.2008 - 12.2011
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Introduced customers to other bank team members to help meet financial needs.
Education
Bachelor of Science - Public Administration
San Diego State University
San Diego, CA05.2012
Skills
- Business Development
- Banking
- Loans
- Risk Management Assessments
Timeline
Mortgage Loan Officer Assistant
U.S. Bank
02.2014 - 09.2023
Assistant Branch Manager
SDCCU
05.2013 - 02.2014
Teller Coordinator
U.S. Bank
12.2011 - 05.2013
Lead Teller
Chase Bank
08.2008 - 12.2011
Bachelor of Science - Public Administration
San Diego State University
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