Summary
Overview
Work History
Education
Skills
Work Availability
Certification
Timeline
Generic

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

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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
PIERRE LUBIN