PIERRE LUBIN
Silver Spring,Maryland
Summary
Well-qualified administrative team member bringing demonstrated knowledge and abilities in loan processing. Effective at organizing paperwork, resolving discrepancies and working with third-party vendors to clear issues and completing closings. Proficient in [Area of expertise] standards and regulations. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
16
16
years of professional experience
4
4
years of post-secondary education
1
1
Certificate
Work History
Closing Document Review Specialist
Capital One Bank
Bethesda, Maryland
01.2015 - 02.2024
- Tasked with reviewing bank loans in accordance with Government Sponsored Enterprises
- Communicate with external law firm revise and ensure effective delivery of bank loans.
- Coordinated with teammates, customers and external contacts to gather documentation.
- Used electronic systems for data entry, tracking and analysis.
- Scheduled and tracked deadlines of multiple active compliance audits.
- Assisted in creating and maintaining internal Access databases supporting office's internal processes.
- Analyzed available information and data to inform audit review process.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Affirmed loan document accuracy to protect lenders from potential fraud.
Receptionist
Capital One Bank
Bethesda, Maryland
01.2014 - 01.2015
- Greeted customers, answered phone lines and assisted various departments within the office.
- Resolved customer issues quickly and notified supervisor immediately when problems escalated.
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Maintained files and records by implementing effective filing systems that boosted efficiency and organization.
- Answered multi-line phone system and transferred callers to appropriate department or staff member.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Scheduled, coordinated and confirmed appointments and meetings.
- Sorted and delivered mail and packages upon arrival to correct staff members and departments.
- Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.
- Scheduled office meetings and client appointments for staff teams.
- Handled assignments independently with good judgement and critical thinking skills.
- Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages.
- Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
TELLER / CLIENT SERVICE SPECIALIST
SUNTRUST BANK
Silver Spring, Maryland
01.2008 - 01.2013
- Receives checks, cash, bankcards or other negotiable instruments in payment of fees or charges; verifies amounts and endorsements
- Record transaction data on accounting system terminal; consults database to check status of financial accounts or verify information when necessary
- Assist with night deposits, check disbursements, collections or similar duties
- Conducts a variety of customer service tasks which include: providing account balances, transferring funds, tracking deposits and various record changes
- Provides information to students, staff and faculty about fees, procedures, policies or related issues.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Assisted with training of new tellers on policies and procedures.
- Monitored and reported suspicious activity in line with bank security policies.
- Maintained accurate records of customer transactions in line with bank procedures.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Education
Montgomery Blair High School
Silver Spring, MD 09.1997 - 05.2001
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Thomas Edison High School of Technology
Wheaton, MD 09.2000 - 05.2001
Skills
National Notary Association
Attention to Detail
Planning and Coordination
MS Office
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
Maryland Notary
Timeline
Maryland Notary
08-2023
Closing Document Review Specialist
Capital One Bank
01.2015 - 02.2024
Receptionist
Capital One Bank
01.2014 - 01.2015
TELLER / CLIENT SERVICE SPECIALIST
SUNTRUST BANK
01.2008 - 01.2013
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Thomas Edison High School of Technology
09.2000 - 05.2001
Montgomery Blair High School
09.1997 - 05.2001