Tamara Lewis
Jamaica,NY
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
23
23
years of professional experience
Work History
General Manager
Seafood Mania Oceanside
02.2022 - Current
- Developed and implemented strategies to increase sales and profitability.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
- Implemented operational strategies and effectively built customer and employee loyalty.
loan processing manager
MELROSE CREDIT UNION
04.2014 - 08.2018
- Interviewed clients; investigated, and verified information obtained
- Scheduled meetings, interviews, and managed calendars
- Onboarded new teller’s customer service reps
- Performed data entry to track clients
- Quality control of financial information
- Recorded keeping of documents
- Scheduled client meeting and track progress after meeting
- Assisted with the setup of ACH payments
- Conducted investigative searches such as OFAC, UCCs, Lexis Nexis, ACRIS, etc
- Assisted in loan processing manager to ensure that all documents needed were submitted and accurate, which required extensive communication via email and phone with brokers and borrowers
- Processed wires, domestic and international
- Reversed fees.
- Explained very technical financial information to applicants in easy to understand language.
- Monitored pipelines to track and log status of loans.
- Assisted customers with completing loan applications and other paperwork.
- Processed loan applications and monitored progress from start to finish.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Developed and maintained relationships with customers, lenders and other third parties.
Loan Officer
Melrose Credit Union
03.2004 - 04.2014
- Performed Loan Officer Functions for Commercial loan, such as underwriting, and background searches and collection of data and documents
- Interviewed and assisted members with any loan questions
- Processed new loan accounts for prospective borrowers as needed
- Funded loans on the core system
- Advised applicant of approval or rejection financials and annual review reports
- Provided members with Commitment letters as per member request
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Collaborated with other departments to promptly process loan applications.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
Member Service Rep
Melrose Credit Union
01.2001 - 03.2004
- Opened and maintain member accounts, including savings, checking, IRAs, and overdraft protection, while adhering to credit union requirements
- Assisted members with questions, problems and/or complaints
- Explained credit union policies to members
- Processed saving secured loans
- Crossed sell credit union service and products.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Responded to customer calls and emails to answer questions about products and services.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Verified customer identification and documentation for compliant transactions.
- Maintained and managed customer files and databases.
Education
Bachelor of Science in Business - Management
Cuny School of Professional Studies
New York, NY06.2022
Associate of Science in Business Administration - Accounting
LaGuardia Community College
Queens, NY12.2019
Skills
- Microsoft Word
- Excel
- Outlook
- Specialized bank loan systems: Lease Plus, Sageworks, Symitar (Jack Henry)
- Loan File Maintenance
- Complaint Handling
- Fraud Detection and Prevention
- Customer Service-Focused
- Loan Feasibility Assessment
- Income Evaluation
Timeline
General Manager
Seafood Mania Oceanside
02.2022 - Current
loan processing manager
MELROSE CREDIT UNION
04.2014 - 08.2018
Loan Officer
Melrose Credit Union
03.2004 - 04.2014
Member Service Rep
Melrose Credit Union
01.2001 - 03.2004
Bachelor of Science in Business - Management
Cuny School of Professional Studies
Associate of Science in Business Administration - Accounting
LaGuardia Community College
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