Penelope Wilkinson
Silsbee,TX
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Quality Control Clerk
5 Point Credit Union
01.2022 - 08.2023
- Monitored product standards and quality-control programs.
- Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
- Reported problems and concerns to management.
- Inspected loan documents and compared against standards to meet regulatory requirements.
- Reviewed and validated details of loan applications and closing documentation.
- Communicated with loan officers daily to request information and complete paperwork.
- Helped loan officers in preparing repayment plans for timely processing.
Insurance Clerk
5 Point Credit Union
09.2019 - 01.2022
- Responded to inquiries from callers seeking information.
- Carried out administrative tasks by communicating with members, distributing mail, and scanning documents.
- Calculated adjustments, premiums and refunds.
- Reviewed and verified addresses, phone numbers, names, ages and values.
- Made contact with insurance carriers to discuss policies and individual member benefits.
- Updated member records with accurate, current insurance policy information.
- Assisted members with understanding of their insurance coverage requirements.
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Posted payments to accounts and maintained records.
- Trained new staff on current, correct insurance verification procedures.
Teller
5 Point Credit Union
08.2018 - 09.2019
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Monitored and reported suspicious activity in line with bank security policies.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
- Processed wide variety of retail banking transactions for personal and commercial customers.
Education
Silsbee High School
Silsbee, TX05.2012
Skills
- Standards Interpretation
- Customer Satisfaction
- Administrative Support
- Cash Handling
- Microsoft Office
- Excellent Time Management Skills
Timeline
Quality Control Clerk
5 Point Credit Union
01.2022 - 08.2023
Insurance Clerk
5 Point Credit Union
09.2019 - 01.2022
Teller
5 Point Credit Union
08.2018 - 09.2019
Silsbee High School
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