Summary
Overview
Work History
Education
Skills
Timeline
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Tatum Malo

Tatum Malo

Owatonna,MN

Summary

A dedicated customer service professional with a vast experience of detail oriented operational duties.

Overview

6
6
years of professional experience

Work History

DISCLOSURE SPECIALIST

Bremer Bank
Owatonna, MN
11.2021 - Current
  • Prepare and send out initial loan estimate to customers.
  • Developed strategies and procedures to improve the efficiency of the disclosure process.
  • Ensured that all required disclosures are accurately completed prior to filing deadlines.
  • Prepared loan documents for submission to underwriting department.

CLIENT RELATIONSHIP CONSULTANT

US Bank
Owatonna, MN
01.2021 - 11.2021
  • Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities
  • Assist customers with fulfilling their lending needs with various products
  • Refer customers to appropriate bank personnel to meet their financial needs

PERSONAL BANKER

Community Bank Owatonna
Owatonna, MN
09.2018 - 11.2020
  • Open and maintain personal and business accounts
  • Assist with morning reports such as deposit corrections and overdraft fees
  • Prepare currency and coin order to be old to the Federal Reserve weekly
  • Open and process certificate of deposits for customers

Education

Associate of Arts Degree - Marketing

SOUTH CENTRAL COLLEGE
Mankato, MN
01.2014

Skills

  • Attention to detail
  • Strong communication skills
  • Microsoft Office Suite
  • Self-starter

Timeline

DISCLOSURE SPECIALIST

Bremer Bank
11.2021 - Current

CLIENT RELATIONSHIP CONSULTANT

US Bank
01.2021 - 11.2021

PERSONAL BANKER

Community Bank Owatonna
09.2018 - 11.2020

Associate of Arts Degree - Marketing

SOUTH CENTRAL COLLEGE

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Tatum Malo