Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shauna Hopkins

Mogadore,OH

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

10
10
years of professional experience

Work History

Personal Banker

Peoples Bank
10.2021 - Current
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
  • Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
  • Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.

Loan Officer

Buckeye State Credit Union
06.2020 - 09.2021
  • Improved loan processing efficiency by streamlining application procedures and documentation requirements.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
  • Conducted thorough credit analysis to minimize risk exposure for the financial institution.
  • Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.

Escrow Disbursement Officer

Old Republic Title
12.2018 - 06.2020
  • Streamlined escrow disbursement processes by implementing efficient software solutions.
  • Improved client satisfaction rates with timely and accurate disbursements of funds.
  • Reduced errors in fund allocation by meticulously reviewing documents and account details.
  • Collaborated with title companies to ensure seamless transactions, resulting in satisfied clients.
  • Enhanced team communication by providing regular updates on active escrow cases, ensuring smooth disbursements.

Sales Support Specialist

Key Bank
03.2018 - 11.2018
  • Enhanced customer satisfaction by promptly addressing and resolving inquiries and issues related to products, services, and orders.
  • Recorded accurate and efficient records in customer database.
  • Financial Services contact center environment.
  • Resolve internal and external client inquiries and concerns.
  • Build and strengthen relationships with new and existing clients by recognizing cross-selling opportunities in a fast-paced environment.
  • CLC sales support associate processes new loan applications taken by the phone and internet channels.

Personal Banker

Huntington Bank
05.2014 - 02.2018
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Processed deposits, withdrawals and ACH transfers accurately.

Education

High School Diploma -

Field High School
Mogadore, OH
06.1997

Skills

  • Fraud Prevention
  • Cross-Selling and Upselling
  • Loans
  • Transaction Processing
  • Opportunity Identification
  • Relationship Building
  • Account Maintenance
  • Financial Advisement
  • Customer Service
  • Banking
  • Upselling
  • Attention to Detail
  • Sales Expertise
  • Banking Policies and Procedures
  • Cash Handling
  • Financial Services
  • Positive Attitude

Timeline

Personal Banker

Peoples Bank
10.2021 - Current

Loan Officer

Buckeye State Credit Union
06.2020 - 09.2021

Escrow Disbursement Officer

Old Republic Title
12.2018 - 06.2020

Sales Support Specialist

Key Bank
03.2018 - 11.2018

Personal Banker

Huntington Bank
05.2014 - 02.2018

High School Diploma -

Field High School

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Shauna Hopkins