Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tahni McDonald

Woodward,OK

Summary

Accomplished Loan Assistant at Great Plains National Bank with a strong background in organizational recordkeeping and a knack for solving complex problems. Collaborates with cross-functional teams to ensure regulatory compliance and streamline loan processing procedures. Known for improving customer satisfaction levels while maintaining strict confidentiality, demonstrating reliability and exceptional communication skills.

Overview

20
20
years of professional experience

Work History

Loan Assistant

Great Plains National Bank
08.2018 - Current
  • Managed multiple priorities simultaneously while consistently meeting deadlines for loan closings and disbursements.
  • Maintained organized records, facilitating efficient retrieval of information for audits and regulatory examinations.
  • Worked closely with borrowers to gather required documentation, ensuring timely submission and approval of loans.
  • Assisted in maintaining a high level of customer satisfaction by addressing concerns and providing timely responses to inquiries.
  • Reduced errors in loan applications through diligent review, data entry, and verification processes.
  • Maintained confidentiality of sensitive client information, adhering strictly to company policies as well as federal privacy laws regulating financial institutions.

Loan Assistant

Great Plains National Bank
04.2016 - 11.2017
  • Managed multiple priorities simultaneously while consistently meeting deadlines for loan closings and disbursements.
  • Worked closely with borrowers to gather required documentation, ensuring timely submission and approval of loans.
  • Provided excellent customer service during the loan process, from initial inquiry to closing, ensuring a seamless experience for clients.
  • Maintained confidentiality of sensitive client information, adhering strictly to company policies as well as federal privacy laws regulating financial institutions.
  • Collaborated with Loan Officers to ensure accurate documentation and compliance with lending regulations.

Safety Supervisor

Okie Petroleum Services
01.2005 - 12.2009


  • Participated in safety meetings by answering questions from staff members.
  • Enhanced workplace safety by conducting regular inspections and identifying potential hazards.
  • Monitored safety practices of new and existing employees.
  • Instructed employees on OSHA standards.
  • Trained company employees in safety procedures and provided in-depth documentation for review.
  • Led employee training on safe usage of equipment.
  • Maintained up-to-date knowledge on industry best practices and regulatory changes, adjusting company policies as needed to ensure compliance.
  • Assisted in accident investigations, identifying root causes, and recommending corrective actions to prevent future occurrences.

Education

General Studies

Oklahoma State University
Stillwater, OK

General Studies

Southwestern Oklahoma State University
Weatherford, OK

Associates Of Business - Business & Computer Science

Northwest Technology Center
Fairview, OK
05.2001

Skills

  • Cross-Functional Collaboration
  • Microsoft office
  • Organizational Recordkeeping
  • Verification of Documentation
  • Loan processing
  • Regulatory Compliance
  • Data Record Supervision
  • Document Management
  • Regulatory Adherence
  • Log maintenance
  • Multitasking
  • Problem-solving abilities
  • Reliability
  • Excellent communication
  • Organizational skills
  • Filing systems

Timeline

Loan Assistant

Great Plains National Bank
08.2018 - Current

Loan Assistant

Great Plains National Bank
04.2016 - 11.2017

Safety Supervisor

Okie Petroleum Services
01.2005 - 12.2009

General Studies

Oklahoma State University

General Studies

Southwestern Oklahoma State University

Associates Of Business - Business & Computer Science

Northwest Technology Center

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Tahni McDonald