Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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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.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.

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.

Education

Associates - Accounting Technology

Pensacola State College
12.2019

Skills

  • Process management
  • Team building
  • Staff development
  • Decision-making
  • Process improvement
  • Coordinating daily operations

Personal Information

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