Rebecca Huelseman
Xenia
Summary
Consumer Loan Processing supervisor with a focus on operational efficiency and team collaboration. Proven ability to ensure a high qualify outcome, manage workflows, and adapt to changing needs. Adept at problem-solving, implementing process improvements, and fostering productive work environment. Trusted for reliability and results-driven approach.
Overview
7
7
years of professional experience
Work History
Consumer Loan Processing Supervisor
First Financial Bank
11.2021 - Current
- Manages and oversees the work flow of a team of 4 processors, to ensure home equity applications are handled timely and efficiently.
- Boosted employee morale with regular performance feedback, recognition, and team-building activities.
- Partner with sales and underwriting teams to ensure each loan file is handled with the highest level of expertise to ensure customer satisfaction.
- Located and resolved issues with team and individual production and performance goals to maintain consistent quality levels.
- Provide quarterly and annual performance reviews team to manage expectations regarding performance and company standards.
- Implemented continuous improvement initiatives aimed at reducing loan turn time while maintaining high quality loan files.
Consumer Loan Processor
First Financial Bank
11.2020 - 11.2021
- With minimal supervision maintained a high number of complete loan closing packages with minimal errors per day.
- Built strong strategic relationship with partnering retail groups to support a communized team with customer service being at the forefront.
- Work with a small group to ensure all loan files were completed timely and to the highest standard.
- Used prompt decision-making and research to resolve any errors within a completed loan file.
Bank Operations Specialist
FNBT Bank
05.2018 - 10.2020
- Provide daily support and assistance to 10 branches and other department associates by phone and/or email for debit and or credit card questions, potential fraud, placing travel notices, reviewing hold availability notices, charge off checking accounts, online banking concerns, etc.
- Strong team player that assists branches with an additional personal banker to assist customers on making deposits and account inquires when staffing is low.
- Highest number of calls taken 4 months in a row for 2020
- Multi-tasking in a call center, staffed by 10 individuals encompassing inquiries about loans, debit or card fraud, credit card inquiries, placing stop payments on ACH or Checks, etc. while exceeding customer satisfaction.
- Reviewed and identified potential debit card fraud cases (5-20 a day) through FNBT Banks Debit Card Fraud detective system.
- Bank Secrecy Act (BSA) Focused
- Investigated daily suspicious customer activity generated by FNBT Banks Anti-Money Laundering (AML) Program and personnel referrals. Daily cases can exceed 100+ with any concerns being brought to FNBT BSA Officer's attention.
- Reviewed and correlated all daily currency transaction reports (CTR's) for cash withdrawals and/or deposits over $10,000.00 with 10-25 CTR's being processed weekly.
- Preformed daily/biweekly reviews on potential Office of Foreign Assets Center (OFAC) and 314(a) matches that can range to 20-40 matches per day.
- Current knowledge of all rules, and enforce regulations, and laws as they apply to BSA, OFAC, USA Patriot Act, Customer Identification Program (CIP), and AML with knowledge gained on regulations via computer-based trainings.
Education
Associates - Accounting Technology
Pensacola State College
12.2019
Skills
- Workload prioritization
- Process management
- Meeting facilitation
- Employee engagement
- Teamwork and collaboration
- Time management
- Attention to detail
- Problem-solving
- Reliability
- Excellent communication
- Critical thinking
- Adaptability and flexibility
Timeline
Consumer Loan Processing Supervisor
First Financial Bank
11.2021 - Current
Consumer Loan Processor
First Financial Bank
11.2020 - 11.2021
Bank Operations Specialist
FNBT Bank
05.2018 - 10.2020
Associates - Accounting Technology
Pensacola State College
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