Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sagirah M. Shade

Summary

Dedicated and Knowledgeable Customer Service Specialist evaluates financial documentation and promotes positive client interactions. Works exceptionally well in fast-paced environments driven by tight deadlines. Employs critical eye toward document details and customer information to avoid errors and promote efficiency.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Loan Processor I

Suffolk Credit Union
06.2022 - Current
  • Manages a pipeline 20 or more loans, simultaneously completing of each task assigned without compromising on compliance and quality.
  • Prepares and gathers supporting information as well as documentation on approved loan applications to expedite loan processing and disbursement
  • Generates closing documentation for internet and branch loans prior to closing with completeness and accuracy
  • Review all supporting documentation submitted for direct loans and leases, prior to booking
  • Assist Member with attaining their personal financial goals utilizing Company products.
  • Reviews and process consumer loan applications, which include Auto, Personal, Personal Line of Credit, Credit Card and Home Equity loans for accuracy and completeness

Mortgage Loan Officer Trainee

Interstate Home Loan Center, Inc.
09.2021 - 03.2022

Contacted potential clients on lead list to generate opportunities for Mortgage Loan Officer

Recorded client details for future follow up


Kept Potential clients a breast of the mortgage rates amongst a tumultuous rate market


Learned about the Mortgage Industry while utilizing my customer service abilities to build relationships with clients

Officer In Charge/ Personal Banker

Sterling National Bank
01.2016 - 01.2020
  • Assisted Branch in obtaining sales, service and revenue goals
  • Decisioned daily overdraft accounts
  • Coach sales team on various ways to generate better conversation to increase investment sales opportunities
  • Recommended products and services to prospect customers to help achieve their financial goals
  • Maintained Business and Consumer relationships through constant engagement.
  • Improved overall unit efficiency by implementing streamlined processes and procedures.

Sr. Customer Service Representative/ ATM Custodian

TD Bank
01.2010 - 01.2016
  • Handled customer inquiries, complaints, billing discrepancies and payment service requests
  • Managed high-volume workload in a fast paced environment
  • Cross sold a wide range of retail banking products and services to new and existing customers
  • Originated loan applications including mortgage, home equity, automobile, for personal and business consumers
  • Maintained the Branch vault and followed security procedures throughout
  • Supervised tellers with Transactions up to 100,000 in accordance with Bank procedures
  • Processed and settled ATM deposits and discrepancies

Assistant Branch Manager

Citizens Bank
01.2007 - 01.2009
  • Increased new customer relationships through sales initiatives, and cross-selling
  • Kept Branch Manager fully informed on the conditions and operations of the branch in his absence
  • Organized activities to help team attain personal and Branch Sales goals
  • Achieved personal sales goals
  • Updated team sales accomplishments daily
  • Provided referrals to other areas of the bank
  • Sold all financial products business, savings and loans
  • Experienced in developing and directing individual as well as associate staffs.
  • Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.

Senior Customer Service Representative

Commerce Bank
01.2005 - 01.2007
  • Expanded customer base through knowledge of products, and variety of techniques
  • Approval limit of up to ten thousand dollars
  • Leader of various Sales competitions
  • Coordinate documents and supplies for Bank open houses, while also opening accounts and providing product information
  • Input and make loan decisions
  • Conducted small sessions for school aged children to understand how the banking field operates.

Customer Service Representative

Commerce Bank
01.2004 - 01.2005
  • Repair customer account issues
  • Open accounts for prospective and existing customers
  • Knowledge of Bank Products and Services.

Education

Dowling College
Oakdale, NY
12.2003

Skills

  • Application Review
  • Teamwork and Collaboration
  • Regulatory Compliance
  • Document Management
  • Attention to Detail
  • Application Process Management
  • Loan Servicing
  • File Management
  • Client Data Gathering
  • Data Entry
  • Problem Solving
  • Document Review

Certification

Nationwide Multistate Licensing System

(NMLS) 2002 - Present

Timeline

Loan Processor I

Suffolk Credit Union
06.2022 - Current

Mortgage Loan Officer Trainee

Interstate Home Loan Center, Inc.
09.2021 - 03.2022

Officer In Charge/ Personal Banker

Sterling National Bank
01.2016 - 01.2020

Sr. Customer Service Representative/ ATM Custodian

TD Bank
01.2010 - 01.2016

Assistant Branch Manager

Citizens Bank
01.2007 - 01.2009

Senior Customer Service Representative

Commerce Bank
01.2005 - 01.2007

Customer Service Representative

Commerce Bank
01.2004 - 01.2005

Dowling College
Sagirah M. Shade