Summary
Overview
Work History
Education
Skills
Timeline
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Stacy Dice

East Greenville,US

Summary

Motivated professional offering a wide variety of knowledge of the financial industry and customer service for over 20 years. Adds value to any organization in need of great collaboration, interpersonal, and multitasking abilities. Can meet deadlines, responsible, outgoing, friendly, and works well with time management. Extremely reliable and great ability to learn new items within a timely manner. Would like to continue working in remote setting from home office.

Overview

24
24
years of professional experience

Work History

Mortgage Retail Division Support Specialist

Truist Bank
08.2015 - 02.2024
  • Pre-processing of loan officers mortgage applications and files before underwrite submission.
  • Direct support to 3 area managers
  • Daily Reporting sent to team and tracking completions
  • Process and track division invoicing through account payable system
  • Market expense tracking and approval
  • Trainer for new hires
  • Closing disclosures
  • Loan disclosure packages
  • Loan estimate disclosure
  • NMLS certification
  • Division Marketing support
  • Other duties as assigned and needed
  • Gathered client debt, credit and income information to determine loan eligibility.
  • Reviewed client documentation and contracts for discrepancies and mistakes.
  • Kept detailed records regarding approved, denied and received loan applications.
  • Processed applications for pre-approvals and full approvals of residential mortgage loans.
  • Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
  • Submitted applications to credit analysts.
  • Provided customer service to mortgage loan applicants and borrowers by responding to inquiries, addressing complaints, and providing updates on loan status.
  • Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
  • Analyzed new markets and developed referral networks to locate new loan prospects.
  • Reviewed applicant's financial information including bank statements, tax returns, credit reports and employment history to determine eligibility for mortgages.
  • Calculated income ratios, debt-to-income ratios, estimated taxes and insurance premiums.
  • Updated client account information and records in company databases.
  • Analyzed credit scores and histories prior to determining if a borrower qualifies for a specific loan program.
  • Leveraged multiple software skills to input and compile data gathered from various sources.
  • Planned and completed group projects, working smoothly with others.
  • Understood and followed oral and written directions.
  • Exceeded customer and coworker satisfaction by finding creative solutions to problems.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Answered calls and emails each shift to assist with loan officer questions and concerns.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Collaborated with others to discuss new opportunities.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Completed day-to-day duties accurately and efficiently.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Maintained updated knowledge through continuing education and advanced training.
  • Worked with cross-functional teams to achieve goals.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Assisted with client and coworkers requests and answered questions to improve satisfaction.

Financial Service Center Manager

Univest Bank and Trust Co
Souderton, PA
07.2003 - 12.2015
  • All duties involved with efficiently managing and running an office
  • Office Budget
  • Profit margins
  • Training
  • Employee reviews
  • Sales
  • Loans
  • Notary
  • Monthly One on ones
  • Coaching
  • Teller
  • Vault audits
  • Teller drawer audits
  • Cash handling
  • Opening new accounts
  • Report
  • Sales Tracking
  • Goal tracking
  • Motivated and led team members to work together to achieve targets.
  • Organized training programs for existing staff members in order to keep them up-to-date on industry trends or changes in company policy.
  • Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
  • Delegated work to staff, setting priorities and goals.
  • Recruited new employees by conducting interviews and orientations for new hires.
  • Established customer service standards for the center and monitored performance of staff against those standards.
  • Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
  • Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Analyzed financial data related to the center's operations such as expenses, profits and losses.
  • Directed or coordinated financial or budget activities to fund operations and maximize investments.
  • Resolved conflicts between customers and staff members in a professional manner.
  • Evaluated building condition, workflow and service quality to keep operations in compliance with requirements.
  • Prepared staff work schedules and assigned team members to specific duties.
  • Delivered exceptional client experiences through hands-on leadership of associates and managers.
  • Managed day-to-day operations of the center, including staffing, scheduling, budgeting, inventory control and customer service.
  • Provided guidance to team members on how to handle difficult customer situations while maintaining excellent customer service levels.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Created effective business plans to focus strategic decisions on long-term objectives.
  • Developed strategies to increase sales revenue within the center.
  • Collaborated with senior leadership teams on initiatives that would improve overall operations at the center.
  • Formed and sustained strategic relationships with clients.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Conducted regular staff meetings to ensure all personnel were properly trained on policies and procedures.
  • Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Implemented successful business strategies to increase revenue and target new markets.
  • Coordinated events such as product launches or promotional activities within the center.
  • Maintained accurate records of employee attendance, payroll information and other administrative tasks related to personnel management.
  • Evaluated job performances of team members regularly through feedback sessions.
  • Completed day-to-day duties accurately and efficiently.
  • Planned and completed group projects, working smoothly with others.
  • Maintained schedule of class assignments to meet deadlines.
  • Identified needs of customers promptly and efficiently.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Recognized by management for providing exceptional customer service.
  • Maintained updated knowledge through continuing education and advanced training.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Understood and followed oral and written directions.
  • Maintained open communication with team members and stakeholders, resulting in successful project outcomes.
  • Exceeded customer satisfaction by finding creative solutions to problems.

Customer Service Representative

Redners Warehouse
Red Hill, PA
07.2002 - 04.2003

Waitress/Hostess Manager

Pennsburg Diner
Pennsburg, PA
02.2000 - 06.2002

Education

General Studies

Upper Perkiomen High School
01.2002

Some College (No Degree) - Principles in Banking I and II

Montgomery County Community College
Blue Bell, PA

Some College (No Degree) - Sales leadership

Truist Bank
Souderton, PA

NMLS Certified

Truist Bank

Skills

  • Document Review
  • Relationship Management
  • Loan Processing
  • Policy Adherence
  • Sales Support
  • Pipeline Management
  • Loan Servicing
  • Payment Processing
  • Credit Evaluation
  • Sales Development
  • Regulatory Compliance
  • Client Account Management
  • Office management

Timeline

Mortgage Retail Division Support Specialist

Truist Bank
08.2015 - 02.2024

Financial Service Center Manager

Univest Bank and Trust Co
07.2003 - 12.2015

Customer Service Representative

Redners Warehouse
07.2002 - 04.2003

Waitress/Hostess Manager

Pennsburg Diner
02.2000 - 06.2002

General Studies

Upper Perkiomen High School

Some College (No Degree) - Principles in Banking I and II

Montgomery County Community College

Some College (No Degree) - Sales leadership

Truist Bank

NMLS Certified

Truist Bank

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Stacy Dice