Shandi Puhr
Embden,ND
Summary
Dynamic Loan Servicing Specialist with proven expertise in regulatory compliance and payment processing at Bremer Bank. Enhanced client satisfaction through effective communication and streamlined workflows, significantly reducing errors. A dedicated team player with strong problem-solving skills, committed to delivering tailored financial solutions and improving operational efficiency.
Overview
20
20
years of professional experience
Work History
Loan Servicing Specialist
Bremer Bank
12.2020 - Current
- Processed loan applications, ensuring compliance with regulatory standards and internal policies.
- Monitored loan payment schedules, addressing delinquencies to maintain account integrity.
- Assisted customers in understanding loan terms and conditions, enhancing client satisfaction through effective communication.
- Coordinated with underwriting teams to expedite loan approval processes, improving turnaround times for clients.
- Implemented process improvements that streamlined workflows, reducing errors in loan documentation and servicing tasks.
Personal Banker
Bremer Bank
11.2012 - 12.2020
- Managed customer accounts, providing tailored financial solutions to enhance client satisfaction.
- Analyzed customer needs, recommending products that increased account retention and profitability.
- Conducted regular financial reviews, ensuring compliance with bank policies and regulations.
- Trained new staff on banking systems and customer service protocols to improve team performance.
- Facilitated cross-selling initiatives, promoting various financial services to boost revenue growth.
- Resolved customer inquiries efficiently, enhancing overall banking experience and loyalty.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Member Service Representative
Blue Cross Blue Shield of North Dakota
07.2005 - 09.2012
- Assisted members with inquiries regarding benefits, claims, and policies to ensure satisfaction.
- Processed member applications and updates using internal systems to maintain accurate records.
- Resolved complex member issues by collaborating with departments to enhance service delivery.
- Educated members on healthcare options and plan features to promote informed decision-making.
Education
No Degree - Business Administration
University of Mary
Bismarck, NDHigh School Diploma -
Bowdon High School
Bowdon, ND05-1997
Skills
- Payment processing
- Regulatory compliance
- Loan servicing experience
- Loan processing expertise
- Teamwork
- Customer service
- Problem-solving
- Time management
- Attention to detail
Timeline
Loan Servicing Specialist
Bremer Bank
12.2020 - Current
Personal Banker
Bremer Bank
11.2012 - 12.2020
Member Service Representative
Blue Cross Blue Shield of North Dakota
07.2005 - 09.2012
No Degree - Business Administration
University of Mary
High School Diploma -
Bowdon High School
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