Tara Jackson

Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.

Reviewed and validated details of loan applications and closing documentation.

Collected and compiled paperwork such as W2s, paystubs, insurance and other necessary documentation

Served customers in a friendly, efficient manner.

Worked closely with processing team to maintain optimum levels of communication to effectively and efficiently have complete loan files

Resolve problems or discrepancies concerning customers' accounts.

Promote, explain and sell products or services using computerized information about customers to tailor recommendations.

Act as liason between Risk team and branch staff to keep current on all policy and procedure updates.

Trainer for new employees in Fort Wayne market. I have trained both new tellers and new managers.

Build rapport with customers and respond timely to customer issues; handle complex consumer and business customer problems; opened new customer accounts and assisted with new loan application process up through loan closing.

Partner with Retail Risk team to keep current on all policy and procedural changes; perform as resource/liason for all staff on operational and compliance updates.

Responsible for monthly branch audits to ensure policies and federal regulations were being followed.

Evaluate CSR (teller) performance on regular basis, provide counseling/guidance as needed.

Annually prepare and present formal written performance appraisals to direct reports.

Coach the activities of the CSR staff to ensure professional customer service was being provided to our customers, both external and internal.