Adept at simplifying complex financial concepts, I significantly enhanced client satisfaction and repeat business at Arvest Bank through exceptional mortgage support and customer communication. My expertise in document preparation and problem-solving, coupled with a track record of fostering collaborative team environments, underscores my results-driven approach.
Overview
7
7
years of professional experience
Work History
Mortgage Sales Assistant
Arvest Bank Group Inc.
401 N Walnut St, Harrison, AR 72601
08.2019 - Current
Organized successful open houses for potential buyers, creating opportunities for mortgage sales representatives to build relationships with potential clients.
Contributed to a cohesive work environment by actively participating in team meetings and collaborating effectively with colleagues.
Supported loan officers in managing their pipeline.
Delivered outstanding customer service by addressing client concerns and providing solutions.
Simplified complex financial concepts for clients, ensuring a comprehensive understanding of mortgage options.
Enhanced client satisfaction by providing exceptional mortgage support and timely assistance.
Assisted in preparing loan documents that met compliance standards while maintaining accuracy throughout each transaction.
Stayed informed on industry trends and regulations to provide accurate information and advice to both teammates and clients alike.
Developed strong rapport with clients through excellent communication skills, leading to repeat business and referrals.
Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
Optimized workflow within the sales team by implementing efficient organization systems and processes.
Prepared marketing materials to attract new customers and promote available mortgage products.
Maintained up-to-date knowledge on various mortgage products offered by the company.
Teller
Great Southern Bank
Branson MO
01.2019 - 08.2019
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Disbursed cash and checks accurately while maintaining security of cash drawers.
Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Educated customers on use of banking website and mobile apps.
Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
Assisted with training of new tellers on policies and procedures.
Park Attractions Manager
F.A.C.E.
Branson, MO
01.2018 - 01.2019
Coordinated cross-departmental collaboration, facilitating clear communication channels between teams.
Increased overall brand image by maintaining high standards of cleanliness throughout the park and implementing visual enhancements to attractions and facilities.
Oversaw daily operations for smooth-running park activities, addressing any issues promptly to minimize disruptions for guests.
Ensured compliance with safety regulations, regularly inspecting rides and attractions to maintain a secure environment for guests and employees.
Developed comprehensive employee training programs, resulting in a well-informed and highly capable workforce.
Drove employee engagement by creating opportunities for professional development and career advancement.
Assigned work to staff, set schedules, and motivated strong performance in key areas.
Trained and supervised staff to consistently meet performance goals and customer service standards.
Inspected equipment and facilities for signs of wear or damage impacting safety.
Education
Associate of Science - Occupational Therapy Assistant
Ozarks Technical Community College
Springfield, MO
Bachelor of Science - Science Teacher Education
Western Governors University
Salt Lake City, UT
High School Diploma -
Blue Eye High School
Blue Eye, MO
09.2016
Skills
Underwriting guidelines
Mortgage Knowledge
Document Preparation
Pipeline Management
Problem-Solving
Customer Service
Decision-Making
Customer Communication
File Management
Timeline
Mortgage Sales Assistant
Arvest Bank Group Inc.
08.2019 - Current
Teller
Great Southern Bank
01.2019 - 08.2019
Park Attractions Manager
F.A.C.E.
01.2018 - 01.2019
Associate of Science - Occupational Therapy Assistant