Tamara Risch
Summary
Experienced customer service and finance professional adept at assessing customer needs, providing suitable products and guiding customers through processes. Handles complex financial transactions using in-depth knowledge of company products, services as well as company and/or government regulations. Develops strong customer relationships by providing excellent service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Loan Service Administrator
Civista Bank
01.2022 - Current
- Answered incoming calls and emails from current customers and asked open-ended questions to determine needs.
- Negotiated and executed contracts on behalf of department.
- Updated customer service database with new information, address changes and contact details.
- Assisted customers with completing loan applications and other paperwork.
- Proved successful working within tight deadlines and a fast-paced environment.
- Explained very technical financial information to applicants in easy to understand language.
Loan Maintenance Specialist
Croghan Colonial Bank
01.2021 - 01.2022
- Reduced turnaround time for loan approvals by efficiently managing workload and prioritizing tasks.
- Collaborated with other departments to promptly process loan applications.
- Ensured compliance with regulatory requirements by performing due diligence on all submitted documentation.
- Assisted customers with completing loan applications and other paperwork.
- Balanced multiple priorities simultaneously while managing high volumes of requests from both internal and external stakeholders.
FIRPTA Administrator
Harding Bell International Tax And Accounting
01.2017 - 01.2021
- Provided exceptional customer service when addressing both internal and external inquiries related to invoicing or payment status.
- Collaborated with accounting team members to complete projects efficiently and meet deadlines consistently.
- Served as a reliable resource for colleagues seeking assistance or guidance on various accounting topics or tasks.
- Used spreadsheets to track data and produce charts.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Education
Associate of Science - Accounting
Southern New Hampshire University
Hooksett, NH08.2020
Skills
- Analytical and Critical Thinking
- Exceptionally organized
- Microsoft Office
- Tax Law Compliance
- Customer Service
- Excel proficiency
- Oral and Written Comprehension
Timeline
Loan Service Administrator
Civista Bank
01.2022 - Current
Loan Maintenance Specialist
Croghan Colonial Bank
01.2021 - 01.2022
FIRPTA Administrator
Harding Bell International Tax And Accounting
01.2017 - 01.2021
Associate of Science - Accounting
Southern New Hampshire University
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