Efficient professional in document preparation and management, known for high productivity and ability to complete tasks swiftly. Possess specialized skills in typing accuracy, document formatting, and data entry. Excel in time management, adaptability, and communication, ensuring smooth workflow and timely project completion.
Overview
26
26
years of professional experience
Work History
Loan Document Preparation Specialist
Bravera Bank
Minot, ND
09.2023 - Current
Reviewed documents for accuracy and completeness prior to preparation.
Created document templates in accordance with company standards.
Prepared loan documents, such as promissory notes and mortgages, according to established guidelines.
Communicated with lenders, or loan assistants regarding any questions or issues that arose during document preparation process.
Handle email correspondence and messages.
Responsible for booking and funding all commercial and agricultural loans.
Complete loan maintenance.
Managed a portfolio of loans from origination through post-closing activities.
Proof Operator
United Community Bank of North Dakota
Minot, ND
11.2006 - 09.2023
Prepared and maintained financial records, such as ledgers and journals.
Reviewed and processed customer deposits, withdrawals, loan payments, transfers, mobile deposits, merchant capture deposits, and Bank of North Dakata and Federal Cashletter transit checks.
Prepared daily reports to track banking transactions and account balances.
Maintained customer records of all banking activities in a secure database.
Performed reconciliations between bank accounts and internal accounting systems.
Ensured compliance with all applicable federal regulations regarding banking operations.
Reviewed timesheets for accuracy and completeness prior to processing payroll.
Created and maintained employee records, including new hires, terminations, salary changes, and tax withholding forms.
Maintained accurate records of all transactions within the portfolio management system.
Reviewed and analyzed investment portfolios to ensure regulatory compliance.
Developed and implemented strategies to improve customer service and increase efficiency in operations.
Conducted regular audits of cash drawers to ensure accuracy of balances and prevent losses due to errors or theft.
Reported incidents of debit card fraud to financial institutions, law enforcement agencies and other relevant organizations.
Responded promptly to customer inquiries regarding suspected or confirmed debit card fraud incidents.
Investigated and analyzed complex financial transactions for evidence of fraud.
Reviewed customer accounts, documents and electronic records to detect suspicious activities.
Developed and maintained scheduling procedures to ensure timely completion of projects.
Chiropractic Assistant
Chiropractic Heath & Wellness
Minot, ND
04.2004 - 11.2006
Greeted patients, verified insurance and collected co-payments.
Prepared treatment rooms for patient visits by ensuring that all necessary supplies were available.
Scheduled appointments for patients both in person and over the phone.
Performed administrative tasks such as filing medical documents, answering phones and responding to emails.
Assisted chiropractors with treatments including applying hot and cold packs, ultrasound therapy or electrical stimulation.
Teller
First International Bank & Trust
Minot, ND
03.1999 - 03.2004
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Balanced cash drawers on a daily basis.
Assisted customers in opening new accounts and completing required paperwork.
Processed wire transfers for customers both domestically and internationally.
Cross-sold additional bank products when applicable to meet customer needs.
Handled large volumes of currency quickly and accurately with minimal errors.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Education
Bachelor of Science - Business Management
Minot State University
Minot, ND
12-2002
Skills
Attention to Detail
Team building
Multitasking
Organizational Skills
Self Motivation
File Management
Workflow Management
Research capabilities
Deadline Adherence
Reliable
Strong Work Ethic
Timeline
Loan Document Preparation Specialist
Bravera Bank
09.2023 - Current
Proof Operator
United Community Bank of North Dakota
11.2006 - 09.2023
Chiropractic Assistant
Chiropractic Heath & Wellness
04.2004 - 11.2006
Teller
First International Bank & Trust
03.1999 - 03.2004
Bachelor of Science - Business Management
Minot State University
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