Tiana Taylor
Financial Services Professional
AL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Seeking to obtain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
13
13
years of professional experience
1
1
Certificate
Work History
Post Closing Associate
Blend
, Remote
05.2021 - Current
- Quickly learn new skills and apply them to daily tasks, improving efficiency and productivity.
- Track quality issues with external customers, borrowers and internal operations.
- Review legal documents such as mortgage loans, title liens and property easements to assess relevant property factors.
- Search and analyze real estate records.
- Audit closing documents, noted issues and pursued resolutions in order to facilitate correction processes
Certified Notary Signing Agent
N/A
, AL
06.2021 - Current
- Look for signs of fraud or coercion and refuse notarization.
- Review corporate and other entity formation and governance documentation to determine appropriate levels of signing authority.
- Generated social media marketing content and outside marketing with dealerships, mortgage brokers, apartment complexes, and surrounding businesses
- Administered oath to document signers to obtain affirmation of truth.
- Completed 100+ signings with accuracy.
Loan Modification Specialist
Mphasis
, Remote
08.2020 - 05.2021
- Supported company in maintaining work environment focused on quality, communication, collaboration, integration and teamwork.
- Maintained knowledge of regulatory requirements from accrediting bodies and federal, state and local requirements.
- Monitored pipelines to track and log status of loans.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Assessed aging accounts and initiated collection strategies based on conditions.
Financial Sales Advisor
BBVA
, AL
03.2019 - 08.2020
- Met or exceeded sales goals by closing $1 million in lending products quarterly.
- Managed escalated phone calls by applying conflict resolution skills and extensive knowledge of bank policies, products and services.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Insurance Agent
Country Financial Insurance
, AL
05.2018 - 01.2019
- Sold various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, and farm/crop
- Generated social media marketing content and outside marketing with dealerships, mortgage brokers, apartment complexes and surrounded businesses
- Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
- Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
- Developed marketing strategies to compete with other individuals or companies who sell insurance.
Insurance Office Manager
State Farm
, AL
11.2017 - 05.2018
- Evaluated leads obtained through direct referrals, lead databases and cold calling
- Answered the phones, set and confirmed appointments, processed payments, made policy changes, and filed claims.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
Digital Banking Specialist
Hancock Whitney
, AL
06.2015 - 11.2017
- Built and maintained internal knowledge bases for support products to expand available feedback and performance data.
- Researched & resolved customer concerns by and secured email, acting as the customer liaison between other bank departments when necessary.
- Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
- Provided Tier 1 IT support to non-technical internal users through desk side support services.
- Conducted in-depth product and issue resolution research to address customer concerns.
Customer Service Supervisor
Tri Rivers Federal Credit Union
, AL
09.2013 - 11.2014
- Assisted front-line staff with handling difficulties, resolving problems and managing large transactions.
- Motivated, trained and disciplined employees to meet performance benchmarks.
- Executed extensive variety of customer transactions according to institutional policy and procedures.
- Oversaw opening and closing of branch and monitored overdrafts, wire transfers, collections and stop payment orders.
- Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information.
Workforce Management Analyst
Hewlett Packard Enterprise
07.2009 - 09.2013
- Performed intermediate to advanced Blue Pumpkin functions including running reports, exporting data, changing agent skills, and activating agent traces
- Worked with account leaders to establish actions or patterns with agent adherence
- Created training materials for new employees to provide information about attendance guidelines.
- Completed human resource operational requirements by scheduling and assigning employees.
- Collected and analyzed information to monitor compliance outcomes and identify and address trends of non-compliant behavior.
Education
BBA - Finance
Southern New Hampshire University
Hooksett, NH2023
Associate of Science - Business Administration And Management
South University
Montgomery, AL2015
Skills
- Data Analysis
- User Experience
- Customer Support Needs Assessment
- Microsoft Windows and Office/Apple IOS
- Organizational Skills
- Defect Analysis and Resolution
- Help Desk Support
- Developing Presentations and Reports
- Data and Trend Forecasting
- Consistent Procedure and Protocol Use
- Adaptability and Flexibility
Certification
- CNP - Certified Notary Public
- Property & Casualty License
- Workforce Management
- Life & Health License
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Success is not final; failure is not fatal: It is the courage to continue that counts.
Winston S. Churchill
Timeline
Certified Notary Signing Agent
N/A
06.2021 - Current
Post Closing Associate
Blend
05.2021 - Current
Loan Modification Specialist
Mphasis
08.2020 - 05.2021
Financial Sales Advisor
BBVA
03.2019 - 08.2020
Insurance Agent
Country Financial Insurance
05.2018 - 01.2019
Insurance Office Manager
State Farm
11.2017 - 05.2018
Digital Banking Specialist
Hancock Whitney
06.2015 - 11.2017
Customer Service Supervisor
Tri Rivers Federal Credit Union
09.2013 - 11.2014
Workforce Management Analyst
Hewlett Packard Enterprise
07.2009 - 09.2013
BBA - Finance
Southern New Hampshire University
Associate of Science - Business Administration And Management
South University
- CNP - Certified Notary Public
- Property & Casualty License
- Workforce Management
- Life & Health License
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