Experienced banking professional with expertise in customer service and account management with 5 years of banking experience. Skilled in leadership, team development, and problem solving.
Overview
11
11
years of professional experience
Work History
CUSTOMER SERVICE REPRESENTATIVE/NEW ACCOUNTS REPRESENTATIVE
Carrollton Bank (Jerseyville Banking Center)
07.2020 - Current
Opening various new accounts, including checking, savings, CDs, money markets, business accounts, HSA, and ensuring accurate data entry and compliance with the bank's policies.
Collected and verified all required documentation from new customers consolidating the new account setup process and maintaining organized records.
Provided detailed information to clients regarding interest rates, account features, and bank services.
Trained and mentored new staff on customer service best practices, account opening procedures, and improving team efficiency.
Assisted customers with digital online banking enrollment and navigation.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
LOAN ADMINISTRATION SPECIALIST
Carrollton Bank (Jerseyville Banking Center)
05.2022 - 01.2024
Processed and documented consumer, commercial, and real estate loans.
Coordinated with title companies, insurance agencies, and internal departments to secure necessary documentation, and having the proper collateral management.
Monitored financial statements, insurance requirements, and ensuring the bank had up to date records.
Updating loan documentation as needed, reconciling general ledger accounts for closing costs, ordering real estate and commercial appraisals, and meeting certain deadlines before the loan closing.
Provided exceptional reliability and dependability to my co-workers to ensure the loan was booked and processed the same day as the loan closing.
Godfrey Auto Spa (Family Owned Car Wash)
01.2014 - 01.2020
Provided exceptional customer service by washing vehicles, handling transactions with accuracy, and encouraging a positive customer interaction from an early age.
Education
BACHELOR OF SCIENCE - Business Management, Business Administration
Missouri Baptist University
01.2023
ASSOCIATE IN SCIENCE - undefined
Lewis and Clark Community College
05.2021
Skills
Customer relations
Problem resolution
Relationship building
Follow-up skills
Prioritization
Training
ACCOUNTING CLERK - Lewis and Clark Community College Dec 2021
MANAGEMENT - HUMAN RESOURCES - Lewis and Clark Community College May 2022
YEARLY COMPLIANCE TRAINING 2019 - 2025
Timeline
LOAN ADMINISTRATION SPECIALIST
Carrollton Bank (Jerseyville Banking Center)
05.2022 - 01.2024
CUSTOMER SERVICE REPRESENTATIVE/NEW ACCOUNTS REPRESENTATIVE
Carrollton Bank (Jerseyville Banking Center)
07.2020 - Current
Godfrey Auto Spa (Family Owned Car Wash)
01.2014 - 01.2020
ASSOCIATE IN SCIENCE - undefined
Lewis and Clark Community College
BACHELOR OF SCIENCE - Business Management, Business Administration
Treasury Management Specialist at Mission Valley Bank - Business Banking, Personal Banking & FinancingTreasury Management Specialist at Mission Valley Bank - Business Banking, Personal Banking & Financing