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, MN01.2014
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