Sylvia Poindexter
Antelope,CA
Summary
With 20 years in financial service experience, I am a dedicated professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges. My job experience has made me well rounded with interpersonal skills, excellent time management and problem solving skills.
Overview
20
20
years of professional experience
Work History
Trust Analyst
FuturePlan By Ascensus
Roseville, CA
03.2019 - 12.2023
- Generated reports detailing findings and recommendations.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Validated results and performed quality assurance to assess accuracy of data by auditing standards.
- Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
- Focused on reconciling trust assets for Defined Contribution, Defined Benefit and Cash Balance Plans, including loan and distribution transactions with self directed benefit accounts.
- Identified and resolved problems through root cause analysis and research.
- Maintained database systems to track and analyze operational data.
- Created and managed project plans, timelines and budgets.
Loan Officer Assistant
Big Valley Mortgage
Roseville, CA
12.2014 - 01.2019
- Answered inquiries and provided superior customer service to clients.
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Communicated with customers daily to request information and complete paperwork.
- Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Set up files using loan officer checklist and submitted on-time for processing.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
Loan Originator Assistant
VITEK Mortgage Group
Roseville, CA
01.2014 - 11.2014
- Contributed to business growth by identifying potential clients through networking events and referrals including Spanish speaking community.
- Improved loan processing efficiency by streamlining documentation and application procedures.
- Helped expedite approval decisions by gathering all required documents from borrowers as quickly as possible and submitting them to underwriters in a timely manner.
- Streamlined pre-qualification processes by utilizing advanced technology tools, resulting in quicker turnaround times for customers.
- Increased loan volume by actively participating in sales meetings, trainings, conferences, and industry events to stay informed on market trends and best practices.
- Conducted comprehensive analysis of applicants'' financial information to determine eligibility for loans.
- Developed strong relationships with real estate agents, financial planners, and other professionals to expand referral network for new business opportunities.
Financial Services Representative
Pacific Staffing: Heritage Community Credit Union
Folsom, CA
04.2013 - 01.2014
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients on new accounts, auto, personal, equity and mortgage loans.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Conducted comprehensive financial analysis to identify trends and recommend appropriate investment strategies for clients.
- Analyzed and interpreted financial data to inform business decisions.
Member Service Representative
Golden One Credit Union
Roseville, CA
03.2004 - 12.2012
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Consistently met or exceeded performance metrics through proactive management of workload and effective prioritization.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Served as a mentor for new hires sharing best practices contributing towards increased productivity among team members.
- Educated members on financial literacy topics, empowering them to make sound financial decisions for their future success.
- Ensured compliance with regulatory requirements during all member interactions safeguarding both the organization''s reputation.
- Contributed to branch sales goals by effectively cross-selling credit union products and services.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Increased efficiency and team productivity by promoting operational best practices.
- Managed daily balancing tasks reducing discrepancies in accounting records while maintaining accuracy.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Education
Sierra College
Rocklin, CASkills
- Analytical, Dependable, Team Player, good Problem Solving and Decision Making skills
- Solution Oriented and Multitasker
- Account Reconciliation, Data Processing, Data Research and Validation
- Ability to master product knowledge, educate peers and customers
- Provide excellent Customer Service
- Audit Support, Financial Accounting and Budget Forecasting
- Ability to de-escalate situations internal and external
- Ability to manage multiple tasks, projects and deadlines simultaneously
- Experience with FastTrust, Box, AXIS, Encompass, Word, Excel
Languages
Spanish
Native or Bilingual
Timeline
Trust Analyst
FuturePlan By Ascensus
03.2019 - 12.2023
Loan Officer Assistant
Big Valley Mortgage
12.2014 - 01.2019
Loan Originator Assistant
VITEK Mortgage Group
01.2014 - 11.2014
Financial Services Representative
Pacific Staffing: Heritage Community Credit Union
04.2013 - 01.2014
Member Service Representative
Golden One Credit Union
03.2004 - 12.2012
Sierra College