Suzanne Fisher
Rockport,USA
Summary
Qualified professional with excellent customer service and communication skills, seeking to apply knowledge of banking and finance. Highly organized with an ability to prioritize tasks, manage multiple projects, and maintain accuracy in a fast-paced environment. Track record of success in providing customers with an exceptional banking experience, including handling customer inquiries, identifying customer needs, and providing financial solutions.
Overview
20
20
years of professional experience
Work History
Tripps Electric/Company Secretary
Tripps Electric
Rockport, Texas
10.2023 - Current
- Organized board meetings, prepared agendas, and recorded minutes accurately.
- Conducted board meetings, ensuring compliance with statutory requirements and company policies.
- Prepared and maintained corporate documents, including minutes of meetings, resolutions, registers and statutory books.
- Prepared minutes of actions during board and committee meetings.
Banking Operations Specialist
Texas Regional Bank
Spring Branch, TX
10.2012 - 10.2023
- Created detailed reports of daily transactions for management review.
- Maintained accurate records of all financial transactions.
- Provided guidance and assistance to other team members on complex tasks related to banking operations.
- Developed strong communication skills through frequent interactions with customers via phone or email.
Lending Assistant
Texas Regional Bank
Spring Branch, TX
06.2018 - 09.2020
- Processed payments from borrowers in accordance with contractual terms specified in the original loan agreement.
- Coordinated efforts between lenders, brokers, underwriters, processors, appraisers, title companies, attorneys., during the loan application process.
- Collaborated with colleagues across departments when resolving complex customer issues or disputes.
Billing /Customer Care Collections
The Scooter Store
New Braunfels, TX
07.2010 - 06.2012
- Assisted customers in understanding their rights under the Fair Debt Collection Practices Act.
- Successfully negotiated settlements within company guidelines for overdue invoices or balances owed by customers.
- Managed multiple portfolios of past due accounts, including both consumer and commercial debtors.
Paraprofessional/Read Right Teacher
Brady ISD
Brady, TX
06.2005 - 06.2010
- Developed strong relationships with students and parents to ensure a safe learning environment.
- Collaborated with other teachers to create differentiated instruction strategies for diverse learners.
- Established clear classroom expectations for behavior and academic performance.
Education
High School -
North Garland High School
Garland, TX05.1983
Secretarial School - Event Scheduling
Bradford Secretarial School
DallasSkills
- Customer Transactions
- Consumer Banking
- Maintaining Clean Work Areas
- Banking Standards
- Financial Instrument
- Servant Leadership
- Motivational Techniques
- Customer Referrals
- Mortgage Lending
- Customer Satisfaction
- Critical Thinking
- Loan Recommendations
- Customer Experience Management
- Loan Processing
- Employee Engagement
- Operational Efficiency
- Sales Coaching
- Teller Auditing
- Team Development
- Banking Operations Knowledge
- Wire Transfer
- Customer Feedback
- Secure Bank Vaults
- Bank Transaction Processing
- Manage Customer Accounts
- Build Customer Relationships
- Credit Approval and Denial
- Balance Verification and Reconciliation
- Bank Deposits
- Delivery Schedules
- Complex Problem-Solving
- In-Depth Research
- Collections Actions
- Pleasant and Personable
- Account Services
- Balance Cash Drawers
- Transaction Error Identification
- Bond Purchase Processing
- Information Processing
- Staff Assistance
- Team-Building Exercises
- Professional Relationships
- Count Currency
- Customer Relationship Management
- Loan Applications
- Balance Transfers
References
References available upon request
Timeline
Tripps Electric/Company Secretary
Tripps Electric
10.2023 - Current
Lending Assistant
Texas Regional Bank
06.2018 - 09.2020
Banking Operations Specialist
Texas Regional Bank
10.2012 - 10.2023
Billing /Customer Care Collections
The Scooter Store
07.2010 - 06.2012
Paraprofessional/Read Right Teacher
Brady ISD
06.2005 - 06.2010
High School -
North Garland High School
Secretarial School - Event Scheduling
Bradford Secretarial School