Tarrah Collert
Mount Cory,OH
Summary
Detail-oriented Compliance Officer dedicated to improving policies and procedures in all business areas. Hardworking and driven with quality-focused and proactive approach. Bringing 17 years of experience in the finance industry. I am now eager to transition into Software Development. Dedicated to staying updated with industry advancements, I am excited about the creative challenges that software development offers.
Overview
15
15
years of professional experience
Work History
AVP/Compliance Officer
Citizens National Bank
07.2023 - Current
- Make sure company operates in full compliance with legal regulations and industry-specific guidelines
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Streamlined communication channels between departments, facilitating better collaboration on projects across organization.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
- Maintained up-to-date knowledge of current and emerging compliance regulations.
- Responded to employee inquiries regarding compliance regulations and procedures.
- Prepared and submitted regulatory filings in timely manner.
- Developed and maintained compliance database, tracking all compliance activities and documents.
- Managed relationships with regulators, maintaining open lines of communication to ensure transparent operations.
- Identified, investigated and documented compliance violations and recommended corrective measures.
- Collaborated with cross-functional teams to address compliance concerns, fostering culture of shared responsibility.
Retirement Planner
Golden Reserve
03.2023 - 07.2023
- Collaborated with cross-functional teams to align goals and ensure project success.
- Identified potential risks, implementing mitigation plans to minimize impact on project timelines.
- Optimized inventory control, reducing waste and improving cost efficiency.
- Worked directly with production personnel to resolve production scheduling issues and conflicts.
- Prioritized schedules to meet project goals and overall customer satisfaction.
- Engaged in both long and short-term project planning, strategizing for on-time, high-quality deliverables.
Mortgage Sales Manager
The Union Bank Company
12.2021 - 03.2023
- Mentored new hires in understanding company culture, mission, values, as well as their roles in achieving organizational objectives within mortgage department.
- Coordinated with marketing team on promotional strategies tailored specifically for local market demographics.
- Maximized revenue opportunities by cross-selling other banking products and services to mortgage customers.
- Streamlined processes in underwriting, processing, and closing departments to reduce turnaround time for loans.
- Improved customer satisfaction ratings by providing exceptional service throughout loan process.
- Analyzed regional market data to identify growth opportunities within territory assigned to sales team.
- Negotiated favorable terms with vendors for best possible pricing on various products used within department''s daily operations .
Mortgage Loan Officer
Union Home Mortgage Corp
11.2021 - 12.2022
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Mortgage Loan Officer
First Federal Bank of the Midwest/Premier Bank
11.2020 - 12.2021
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Mortgage Loan Officer
First Federal Bank of the Midwest
10.2018 - 11.2021
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Retail Lending Assistant
First Federal Bank of the Midwest
07.2015 - 10.2018
- Streamlined lending processes for faster turnaround times, implementing efficient workflows and documentation management.
- Facilitated smooth communication between internal teams, coordinating efforts to meet deadlines and deliver exceptional results.
- Collaborated with loan officers to develop effective marketing strategies, increasing new client acquisition.
- Negotiated favorable terms on behalf of clients during loan restructuring efforts, ultimately helping them achieve greater financial stability.
- Supported successful closing of loans by preparing accurate and timely loan documentation packages.
- Provided training and guidance to junior team members, fostering positive work environment that encouraged professional development.
Commercial/Ag Loan Processor
Citizens National Bank
07.2014 - 07.2015
- Ensured accuracy of client information, verifying data collected during application process and updating records as needed.
- Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Set up and completed loan submission packages.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
Customer Service Representative (CSR), Teller
Citizens National Bank
07.2013 - 07.2014
- Handled customer inquiries and suggestions courteously and professionally.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
Customer Service Representative (CSR), New Accounts Representative, and Marketing Partner
First Federal Bank of the Midwest
09.2009 - 07.2013
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
Education
Certificate of Software Development - Computer Software Engineering
We Can Code It
Columbus, OH05.2024
Introduction to Programming NanoDegree - Software Development
We Can Code It
Columbus, OH12.2023
Some College (No Degree) -
Owens Community College
Findlay, OHSome College (No Degree) -
BGSU
Findlay, OHHigh School Diploma -
Home School
Findlay, OH05.2006
Skills
- Microsoft Windows
- MacOS
- IOS
- Microsoft Office Suite
- SMS
- Insight
- Encompass
- Navigator
- Director
- Operations Management
- Data Entry
- Sales Calls
- Cross-Selling
- Marketing
- WordPress
- SquareSpace
- Computational Intelligence
- Manual Testing
- Analytical Skills
- Problem Solving
- Source Control/GitHub
- HTML
- JavaScript
- Front-End Development
- Back-End Development
- Postman
- Cascading Style Sheets (CSS)
- Object-Oriented Programming (OOP)
- Microsoft Visual Studio Code
- Slack
- JavaScript libraries
- Git
- Developing Software
- Software Architecture
- Typescript
- Relational Database Software
- Vanilla JavaScript
- Scrum principles
- Semantic HTML
- Software Systems Development
- Software Engineering Skills
- Programming Design
- Canvas
- Test-Driven Development
- Responsive Web Design
- Java
- Leadership Development
- Programming Requirements
- Software Test Engineering
- Software Engineering Disciplines
- Web Hosting
- Web Apps
- Scrum software development process
- Strategic Planning
- Project Management
- Policy Development
- Data Analysis
- Effective leader
- Teamwork and Collaboration
References
Available Upon Request
Volunteer Experience
- Board Member LifeWise Academy - Liberty-Benton
- Director LifeWise Academy - Liberty-Benton
- Member Hancock County Chamber Red Coat
- Board Member
- Member Kiwanis Club of Findlay
- Member Putnam County Professionals - BNI
- Volunteer Liberty Benton Schools
- Member Hancock Leadership Class of 2018
Timeline
AVP/Compliance Officer
Citizens National Bank
07.2023 - Current
Retirement Planner
Golden Reserve
03.2023 - 07.2023
Mortgage Sales Manager
The Union Bank Company
12.2021 - 03.2023
Mortgage Loan Officer
Union Home Mortgage Corp
11.2021 - 12.2022
Mortgage Loan Officer
First Federal Bank of the Midwest/Premier Bank
11.2020 - 12.2021
Mortgage Loan Officer
First Federal Bank of the Midwest
10.2018 - 11.2021
Retail Lending Assistant
First Federal Bank of the Midwest
07.2015 - 10.2018
Commercial/Ag Loan Processor
Citizens National Bank
07.2014 - 07.2015
Customer Service Representative (CSR), Teller
Citizens National Bank
07.2013 - 07.2014
Customer Service Representative (CSR), New Accounts Representative, and Marketing Partner
First Federal Bank of the Midwest
09.2009 - 07.2013
Certificate of Software Development - Computer Software Engineering
We Can Code It
Introduction to Programming NanoDegree - Software Development
We Can Code It
Some College (No Degree) -
Owens Community College
Some College (No Degree) -
BGSU
High School Diploma -
Home School
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