Sarah I. Jones
Finance Professional
Pleasant Hill,MO
Summary
Finance professional with over twenty years of experience and expertise in financial acumen, specializing in customer service, consumer lending and loan processing. Excellent communicator and decision maker with a strong eye for detail and a proactive nature.
Overview
20
20
years of professional experience
Work History
Consumer Loan Processor
CommunityAmerica Credit Union
Lenexa, KS
08.2016 - Current
- Top producer in department with consistent average over 100% monthly for 3.5 years in a row.
- Establish and maintain good rapport with preferred dealership reps, as well as, internal CU sales reps to build trust, provide support and create good teamwork spirit between departments.
- Review loan applications for completeness, verify supporting documentation, and confirm all approval stipulations have been fulfilled. Communicate feedback and provide support to CU sales teams and Indirect dealerships when corrections or missing documentation is required.
- Prepare proper loan documents for loan type (Vehicle, Credit card, Personal loans/Personal lines of credit) and ensure closing details have been communicated. Confirm successful signing of all borrowers, then promptly fund loan onto core system and provide funds to borrower(s).
- Process Indirect loans using paperless software (360CUDL). Daily production of indirect loans average 25-35 loans per day. Send fund delay messages to dealers advising what corrections or documentation is missing daily in order to expedite loan funding.
Financial Relationship Specialist
CommunityAmerica Credit Union
Blue Springs, MO
07.2013 - 08.2016
- Establish positive relationships with CU members to better identify financial needs or opportunities to assist them in growing/repairing their credit, thus, enabling them to reach future financial goals.
- Assist members with all types of banking transactions and educate/assist them with set up of various types of account access options and services.
- Originate and manage new loans and banking account products and provide follow up to ensure satisfaction with products/services while maintaining top level branch sales production.
- Assist in conducting scheduled branch audits as needed monthly, quarterly and annually, as well as, being responsible for branch supply and cash supply ordering.
Accounting Administrator
Int'l Association Of Administrative Professionals
Kansas City, MO
11.2012 - 06.2013
- Performed all daily Accounts Payable/Accounts Receivable processing.
- Produced manual invoicing for association and chapters as needed.
- Tracked and acknowledged all contributions made to Non-Profit Foundation.
- Updated each of various chapter's information with IRS.
Personal Banker
North American Savings Bank
Grandview, MO
09.2009 - 10.2012
- Promote all financial products by maintaining excellent service and offering financial knowledge to customers to determine what would best fit their needs.
- Continually boost branch production by consistently meeting all monthly sales goals.
- Responsible for branch ordering/monitoring of supplies and vault cash as well as , perform vault duties to handle large deposits and to distribute currency to coworkers and to maintain sufficient ATM funds.
- Supervised staff in absence of branch management and honorably selected as sole branch representative to lead our branch through core system software conversion.
Customer Service Manager
UMB Bank
Lee's Summit, MO
04.2008 - 10.2009
- Acting branch manager, assist in interviewing/hiring of new staff, branch audits, daily balancing of vault and general ledgers, conduct coaching sessions and weekly team meetings.
- Train and regularly mentor associates on performance-oriented strategies and customer service techniques, as well as, monitor customer service operations to assess employee performance and provide feedback, determine training needs and define accurate plans for increased sales.
- Monitored and maintained branch supplies and cash/vault supply.
- Resolve customer complaints while prioritizing customer satisfaction and loyalty.
Customer ServiceRepresentative
Platte Valley Bank
Kansas City, MO
04.2008 - 10.2008
Operations Manager
First Federal Bank
Raytown, MO
11.2006 - 03.2008
Opening Teller Supervisor
North American Savings Bank
Independence, MO
06.2003 - 11.2006
Teller
North American Savings Bank
Kansas City, MO
10.2001 - 06.2003
Education
High School Diploma -
Oak Park High School
Kansas City, MO 09.1995 - 05.1999
General Education
Maple Woods Community College
Kansas City, MO 09.1999 - 12.1999
Metropolitan Community College
Online/Education To Go 01.2013 - 02.2013
Skills
Banking
Loan application evaluation
Relationship building and management
Account management
Operations management
Loans
Loan expertise
Financial Product Sales
Financial services
Financial Advising
Staff education and training
Processing procedures
Proficient in 10-key
Analytical skills
Information Verification
Microsoft Office Suite
Timeline
Consumer Loan Processor
CommunityAmerica Credit Union
08.2016 - Current
Financial Relationship Specialist
CommunityAmerica Credit Union
07.2013 - 08.2016
Metropolitan Community College
01.2013 - 02.2013
Accounting Administrator
Int'l Association Of Administrative Professionals
11.2012 - 06.2013
Personal Banker
North American Savings Bank
09.2009 - 10.2012
Customer ServiceRepresentative
Platte Valley Bank
04.2008 - 10.2008
Customer Service Manager
UMB Bank
04.2008 - 10.2009
Operations Manager
First Federal Bank
11.2006 - 03.2008
Opening Teller Supervisor
North American Savings Bank
06.2003 - 11.2006
Teller
North American Savings Bank
10.2001 - 06.2003
General Education
Maple Woods Community College
09.1999 - 12.1999
High School Diploma -
Oak Park High School
09.1995 - 05.1999