Steven Mathias
Union Bridge,MD
Summary
Knowledgeable and efficient professional with extensive experience in the financial industry. Prepares detailed client financial information to meet strict government and state regulations. Possesses comprehensive knowledge of conventional and government loan policies and procedures to fulfill customer needs.
Overview
8
8
years of professional experience
Work History
Consumer Loan Processor
ACNB Bank
04.2022 - Current
- Prepare loan documents and explain terms to clarify loan conditions and requirements with Loan Officers.
- Corroborate accurate documentation and meeting of loan terms by thoroughly analyzing loan documents.
- Work closely with our Underwriting team to ensure accurate loan related material.
- Track loan status and settlements daily to ensure efficiency.
- Calculate, review and correct errors on interest, principal and closing costs.
- Enhanced customer satisfaction by efficiently handling inquiries, addressing concerns, and providing timely updates.
- Use strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Online Service Representative
M&T BANK Online Department
10.2021 - 04.2022
- Answer customer calls with many different needs including assistance enrolling in online and mobile banking, logins, payments, disputes, and many others.
- Understanding, operating and troubleshooting many software systems.
- Various skills such as customer service, listening, technology, focus, empathy and understanding.
Universal Banker
M&T BANK
01.2019 - 10.2021
- Cash handling, data entry and accurate mathematical calculations.
- Opened, closed, and updated accounts for customers.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
Assistant Practice Manager
LEWIS FAMILY CHIROPRACTIC & WELLNESS CENTER
01.2016 - 05.2018
- Daily requirements include answering phone calls, scheduling patients, retrieving lab/test results, ordering supplies, and managing staff including training, scheduling, and conducting interviews.
- Additional responsibilities consist of meeting competitive goals, calculating cost, statistic analysis, and coaching.
Education
Bachelor of Science - Computer Science And Programming
Southern New Hampshire University
Hooksett, NH04.2026
Bachelors of Music Theory And Composition - Music
Berklee College of Music
Boston, MA01.2028
High School Diploma -
WINTERS MILL HIGH SCHOOL
Westminster, MD06.2016
Skills
- Customer Account and financial document review
- Loan closing
- Proficient in Microsoft suite
- Proficiency in statistic and data entry
- Excellent written and verbal communication skills
- Customer service, empathy, understanding and teamwork
- Software systems including LaserPro, Document Generator, Credit Management
- Additional software: MTell, Dash, Pace, CCEZ,
References
- Stephanie Buchman, (443)789-0701
- Jenni Holt, (717)891-6545
- Josh Clark, (540)421-5358
Timeline
Consumer Loan Processor
ACNB Bank
04.2022 - Current
Online Service Representative
M&T BANK Online Department
10.2021 - 04.2022
Universal Banker
M&T BANK
01.2019 - 10.2021
Assistant Practice Manager
LEWIS FAMILY CHIROPRACTIC & WELLNESS CENTER
01.2016 - 05.2018
Bachelor of Science - Computer Science And Programming
Southern New Hampshire University
Bachelors of Music Theory And Composition - Music
Berklee College of Music
High School Diploma -
WINTERS MILL HIGH SCHOOL
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