Summary
Overview
Work History
Education
Skills
Timeline
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Niya Trusty

Philadelphia,PA

Summary

Experienced administrative professional with over 15 years of expertise in providing assistance to high-achieving executives. Proven track record of efficiently supporting professional needs with meticulous organization and precision. Skilled in managing demanding workloads in fast-paced and dynamic environments, ensuring seamless operations and optimal productivity.

Skilled at offering high-level administrative support to senior-level staff. Expertly assists executive team using exceptional communication and organizational skills.

Overview

14
14
years of professional experience

Work History

Customer Service Supervisor

Penn Community Bank
11.2023 - Current
  • Actively supported service associates by quickly responding to questions via phone and email and finding appropriate solutions to customer issues.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Answered customer questions and explained available services such as deposit accounts, cd's, loans and lines of credit.
  • Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.


Relationship Banker

Truist Bank
05.2022 - 11.2023


  • Organized and coordinated conferences and monthly meetings.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Answered high volume of phone calls and email inquiries.
  • Worked with clients to address and respond to client and partnership management issues.

Mortgage Closer

Cross Country Mortgage
10.2020 - 03.2022
  • Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
  • Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
  • Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
  • Maintained checklists of required documentation and open issues affecting closings.
  • Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.

Mortgage Closer

Freedom Mortgage
10.2019 - 10.2020
  • Work with underwriters to resolve application problems and correct any issue.
  • Maintain thorough knowledge of lending programs policies,procedures, and regulatory requirements.
  • Track daily loan progress, proactively addressing potential issues impacting closing date.
  • Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.

Mortgage Closer

Firstrust Bank
05.2016 - 05.2019
  • Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
  • Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
  • Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
  • Maintained checklists of required documentation and open issues affecting closings.

Lead Customer Care Representative

Firstrust Bank
05.2010 - 05.2016
  • Resolved concerns with products or services to help with retention and drive sales.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Worked with customers via telephone to answer questions, process transactions, and resolve issues.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Assisted call-in customers with questions and orders.

Education

Associate of Arts - Business

Community College of Philadelphia
Philadelphia
05.2022

Skills

  • MS Office
  • Salesforce
  • Encompass
  • Microsoft Teams
  • Zoom Meetings
  • Handling Escalations
  • Leading Team Meetings
  • Call Center Operations
  • Teller Support
  • Financial Services
  • Presentation Development
  • Staff Management
  • Strategic Planning

Timeline

Customer Service Supervisor

Penn Community Bank
11.2023 - Current

Relationship Banker

Truist Bank
05.2022 - 11.2023

Mortgage Closer

Cross Country Mortgage
10.2020 - 03.2022

Mortgage Closer

Freedom Mortgage
10.2019 - 10.2020

Mortgage Closer

Firstrust Bank
05.2016 - 05.2019

Lead Customer Care Representative

Firstrust Bank
05.2010 - 05.2016

Associate of Arts - Business

Community College of Philadelphia
Niya Trusty