Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tiffany Baumann

Fair Grove,MO

Summary

Professional with strong experience in the financial industry. Proven ability to assess clients' financial needs, originate loans, and ensure compliance with regulations. Reliable team player who adapts to changing demands and focuses on achieving results. Skilled in customer service, financial analysis, and communication.

Overview

11
11
years of professional experience

Work History

Mortgage Loan Officer

Commerce Bank
03.2019 - Current
  • 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 the 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.
  • Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
  • Developed and maintained relationships with customers, agents and other third parties.
  • Processed loan applications and monitored progress from start to finish.

Branch Supervisor/ Personal Banker II

Commerce Bank
06.2016 - 03.2019
  • Boosted customer satisfaction with attentive service and prompt resolution of issues.
  • Motivated, trained and disciplined employees to meet performance benchmarks.
  • Maintained scheduling for branch to keep shifts appropriately staffed.
  • Maintained open lines of communication between branch employees by encouraging constructive feedback/coaching.
  • Assigned job roles and oversaw performance.
  • Managed daily operations for smooth functioning, ensuring a high level of productivity.
  • Ensured accurate record-keeping by conducting thorough audits.
  • Conducted regular performance evaluations, identifying areas for growth and creating targeted action plans for improvement/development opportunities.
  • Assisted front-line staff with handling difficulties, resolving problems and managing large transactions.
  • Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.

Lead Teller/Personal Banker I

Commerce Bank
02.2014 - 05.2016
  • Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
  • Assisted in training new bankers to ensure a consistent level of excellent service across the team.
  • Developed rapport with clientele by delivering personalized services that addressed specific financial needs.
  • Worked along side with the Supervisor to complete branch tasks- audits, balancing, sales goals, ect.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service.
  • Cultivated strong relationships with regular customers, personalizing their banking experience.
  • Promoted financial products by maintaining excellent service offering knowledge.

Education

High School Diploma -

Thompson High School
Scranton
05.2006

Skills

  • Goal oriented
  • Customer service-focused
  • Loan origination
  • Document analysis
  • Attention to detail
  • Teamwork and collaboration
  • Residential mortgage lending regulations

Timeline

Mortgage Loan Officer

Commerce Bank
03.2019 - Current

Branch Supervisor/ Personal Banker II

Commerce Bank
06.2016 - 03.2019

Lead Teller/Personal Banker I

Commerce Bank
02.2014 - 05.2016

High School Diploma -

Thompson High School

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