Rochelle Gould
Dimondale
Summary
Currently a Loan Processor. I have 10 plus years of experience applying multitasking skills to complete daily duties while resolving issues. Adept in personal time management while greeting visitors, managing multiple phone lines and tackling client and supervisor requests. Friendly, respectful and outgoing with positive attitude that creates warm and inviting office atmosphere.
Overview
17
17
years of professional experience
Work History
Loan Processor
GreenStone Farm Credit Services
07.2023 - Current
- Provided quick turnaround times to maintain fast-past schedule.
- Coordinated closing process with title companies, and government clerks.
- Processed loans within various departments to achieve timely, accurate and successful loan closings.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
- Monitored pipelines to track and log status of loans.
- Processed loan servicing requests for entire region of company.
- Processed loan payments via check, ACH, and wire transactions.
- Processed monthly delinquent loan payment report, contacted customers regarding delinquent payments and how to resolve them.
Senior Branch Office Administrator
Edward Jones
12.2015 - 05.2023
- Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
- Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
- Created memos, letters and other documents, fostering internal and external communication.
- Processed financial documents, contracts, expense reports and invoices.
- Replenished office supplies, placing new orders for restocking to maintain inventory.
- Filtered emails based on importance and escalated issues to leadership.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Discussed financial needs and goals to present investment options aligned with clients' financial status.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Implemented cutting-edge financial strategies to grow and develop long-lasting, value-based client relationships.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Received and posted payments to loan accounts.
Processor
Jackson National Life
04.2011 - 11.2016
- Identified, corrected and reported data entry errors.
- Maintained data entry requirements by following data program techniques and procedures.
- Deciphered sloppy handwriting, garbled recordings and faded text to transform into digital data.
- Reviewed and processed annuity applications.
- Contacted customers for outstanding requirements
- Applied checks and issued annuity policies.
- Reviewed daily data entry reports.
- Mentored new hire associates in trainings.
- Processed annuity partial withdrawals.
Bank Teller
Homestead Savings Bank
01.2009 - 04.2011
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Welcomed customers and offered pleasant service during entire transaction.
- Reconciled cash and checks against computer records at end of shift.
- Responded and assisted customers with account inquiries and updates.
- Entered transactions into computer and issued customer receipts.
- Explained bank services, financial products and applicable fees to customers.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Opened new checking, savings and lines of credit for customer accounts.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
- Maintained confidentiality of bank records and client information.
- Delivered exceptional service to customers in person or over telephone.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
Education
High School Diploma -
Eaton Rapids High School
Eaton Rapids, MI06.2006
Skills
- Customer Service
- Relationship Building
- Schedule Coordination
- Multitasking and Prioritization
- Phone and Email Etiquette
- Check Processing
- Sensitive Material Handling
- Multi-Line Telephone Systems
- Confidentiality and Data Protection
Timeline
Loan Processor
GreenStone Farm Credit Services
07.2023 - Current
Senior Branch Office Administrator
Edward Jones
12.2015 - 05.2023
Processor
Jackson National Life
04.2011 - 11.2016
Bank Teller
Homestead Savings Bank
01.2009 - 04.2011
High School Diploma -
Eaton Rapids High School
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