Paige Lipscomb

Work History

DHI Mortgage

04.2021 - Current

Collaborated with Loan Officers to provide timely, accurate service for borrowers throughout entire mortgage process.
Provided exceptional customer service while guiding borrowers through the entire loan process from pre-qualification to closing.
Liaise between mortgage lending underwriting department, mortgage loan originators, real estate agents, and applicants to facilitate loan approval.
Ensured compliance with federal lending regulations through meticulous attention to detail during the loan processing phase

United Heritage Credit Union

03.2020 - 04.2021

Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.

Maplemark Bank

02.2019 - 02.2020

Promoted culture of innovation by encouraging staff to share ideas and solutions that improved overall branch operations and customer service levels.
Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
Conducted regular audits of branch operations to maintain compliance with internal policies and external regulations.
Improved cash management procedures, ensuring accurate cash handling practices across all transactions within the branch.
Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.

PointBank

07.2018 - 02.2019

Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
Mentored junior personal bankers, sharing industry knowledge and best practices for career development.
Assisted in developing and implementing branch sales goals, motivating team members to achieve targets and drive business growth.
Participated in community outreach events to promote the bank's brand and foster local business partnerships.

PointBank

11.2016 - 07.2018

Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Promoted financial products by maintaining excellent service offering knowledge.
Cross-sold bank products and services to meet customer needs and provide options.

PointBank

10.2015 - 11.2016

Reduced errors in data entry by carefully inputting information into computer systems with attention to detail.
Trained new clerks on company procedures and software tools effectively contributing to their integration into the team.
Utilized knowledge of bank products, policies and legal requirements to process work assignments within regulatory guidelines.
Performed ongoing customer risk rating reviews, adjusting risk profiles based on new or updated information.
Provided support during mergers or acquisitions, ensuring seamless transition periods while minimizing disruptions to clients' banking experiences