Highly-motivated employee with 25+ years experience in banking. Desires to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
26
26
years of professional experience
Work History
Call Center Relationship Representative
Abbey Credit Union
Vandalia, OH
02.2023 - Current
Answered phone calls and directed them to appropriate personnel.
Answered questions and resolved concerns for customer support.
Identified needs of customers promptly and efficiently.
Assisted members with account information, loan & credit card payments, account transfers, GLIA calls, quoted loan payoffs, opened new accounts, as well as all other duties requested.
Call Center Representative
Osgood Bank
Osgood, OH
04.2022 - 02.2023
Answered incoming calls from customers and provided assistance with product inquiries, billing questions, and other customer service related issues.
Resolved customer complaints in a timely manner to ensure customer satisfaction.
Assisted customers with navigating the company's website to locate desired information or items for purchase.
Mortgage & Commercial Loan Processor
Greenville National Bank
Greenville , OH
08.2019 - 04.2022
Processed loan documents and ensured compliance with federal regulations.
Prepared closing documents, including title policies, deeds, and other related items.
Verified that all conditions of the loan have been met prior to disbursement of funds.
Submitted completed loan packages to underwriting department for approval or denial decisions.
Ordered appraisals and title services on behalf of borrowers when necessary.
Completed closing process by collaborating with attorneys, title companies and government clerks.
Filed completed packages quickly and efficiently.
Notarized loan documents.
Teller/Loan Processor
Mercer Savings Bank
Greenville , OH
05.1998 - 07.2019
Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
Performed cash handling duties including counting currency, coins and checks.
Opened new accounts, including personal accounts, IRA's, business accounts and CD's.
Processed loan documents for consumer and mortgage loans.
Teller, Operations Department at Beehive Credit Union (now Security Services Credit Union)Teller, Operations Department at Beehive Credit Union (now Security Services Credit Union)
Senior Accounts Clerk/Accounts Clerk I at G.U.T. Credit Union Ltd/Nexa Credit Union LtdSenior Accounts Clerk/Accounts Clerk I at G.U.T. Credit Union Ltd/Nexa Credit Union Ltd
Customer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit UnionCustomer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit Union