Summary
Overview
Work History
Education
Skills
Timeline
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Robin Bates

Kansas,Ohio

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

40
40
years of professional experience

Work History

Mortgage Loan Officer

Premier Bank
06.2007 - Current


  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Identified opportunities to cross-sell and upsell loan products to customers.
  • Developed strong relationships with borrowers, ensuring timely communication throughout the entire loan process.
  • Managed a pipeline of loans, prioritizing tasks effectively to ensure timely processing and meeting deadlines.
  • Educated borrowers on various financing options available, tailoring recommendations based on individual needs and goals.
  • Assisted first-time homebuyers in understanding the mortgage process, enhancing their overall experience.

Bookkeeper

Bates Plumbing And Heating
07.2004 - Current


  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Maintained and processed invoices, deposits, and money logs.

Branch Manager

Fifth Third Bank
03.1990 - 07.2004
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.

Head Vault Teller

Fifth Third Bank
02.1984 - 03.1990
  • Ensured accurate cash balances by conducting regular counts, reconciliations, and adjustments as needed.
  • Oversaw daily operations of the vault area, maintaining a secure environment at all times.
  • Performed vault, alarm and door duties to facilitate opening and closing of operations.
  • Greeted and welcomed customers with courteous and professional approach to drive prompt, accurate and efficient transactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Adhered to dual control processes and audited cash drawers to reduce losses due to accounting errors and employee theft.
  • Conducted thorough audits of vault contents, verifying accuracy and identifying discrepancies.
  • Managed cash inventory levels to meet daily demands while minimizing excess holdings.

Education

Bachelor of Science - Finance And Business Administration

The University of Findlay
Findlay, OH
12.2004

Skills

  • Customer service-focused
  • Active Listening and Learning
  • Financial Accounting
  • Oral and Written Comprehension
  • Cash Handling
  • Goal-Oriented
  • Flexible and Adaptable
  • Dependable and Responsible
  • Analytical Thinking
  • Organizational Skills

Timeline

Mortgage Loan Officer

Premier Bank
06.2007 - Current

Bookkeeper

Bates Plumbing And Heating
07.2004 - Current

Branch Manager

Fifth Third Bank
03.1990 - 07.2004

Head Vault Teller

Fifth Third Bank
02.1984 - 03.1990

Bachelor of Science - Finance And Business Administration

The University of Findlay

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Robin Bates