Tina Brown
TARBORO,NC
Summary
I have 23 years in banking experience, from cash handling, to opening and closing accounts, operations, and lending. I excel in mortgage lending and relationship management, significantly enhancing client satisfaction and retention. Knowledgeable in regulatory compliance and loan file maintenance, my proactive approach ensures meticulous documentation review, fostering trust and repeat business.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Vice President, Secretary &Loan Officer
Tarboro Savings Bank, SSB
Tarboro, NC
10.2004 - Current
- Handling sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Maintaining daily reports.
- Record minutes and generate documents to facilitate meetings.
- Assist clients in selecting appropriate loan products for their needs, resulting in higher customer service.
- Promptly addressing client concerns and resolving issues as they arise during the lending process.
- Originate, review, process, underwrite, and close loans.
- Meticulously review applicant documentation, ensuring accuracy and completeness prior to submission of loan approval.
- Compile database of loan applicants' credit histories, financial statements and other financial information.
- Ensure compliance with all federal and state regulations throughout the loan origination process.
- Cultivate lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
- Compile closing packages and forward to attorney.
- Processing and verification of wire transfers.
- Handling ACH files and processing them in a timely manner.
Bank Teller/Relationship Banker
BB&T
Tarboro, NC
03.2001 - 09.2004
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Assisted customers with completing required forms for opening and closing bank accounts.
Education
Associates - Arts
Edgecombe Community College
Tarboro, NC05.2000
High School Diploma -
Tarboro High School
Tarboro, NC05.1997
Skills
Relationship building and retention
Financial Advising
Mortgage Lending
Portfolio Management
Compliance and Loan File Maintenance
Cash Handling
Certification
Graduated from the North Carolina School of Banking May 2021.
North Carolina Notary Public
Timeline
Vice President, Secretary &Loan Officer
Tarboro Savings Bank, SSB
10.2004 - Current
Bank Teller/Relationship Banker
BB&T
03.2001 - 09.2004
Associates - Arts
Edgecombe Community College
High School Diploma -
Tarboro High School