Tristin Webb
Lander
Summary
Results-driven Loan Secretary known for exceptional productivity and efficiency in task completion. Skilled in document preparation, compliance management, and client communication, with a keen ability to manage multiple deadlines simultaneously. Excel at using interpersonal skills, problem-solving abilities, and adaptability to navigate complex situations and ensure client satisfaction.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
20
20
years of professional experience
Work History
Loan Secretary
Central Bank & Trust
Lander
06.2023 - Current
- Maintained accurate loan files and updated borrower information consistently.
- Assisted customers with loan inquiries and provided timely responses.
- Provided administrative support by preparing correspondence, filing documents, and answering phones in a professional manner.
- Entered data into computer system to maintain accurate records of all transactions.
- Assisted customers with inquiries related to their loans or accounts.
- Maintained up-to-date knowledge of federal regulations related to lending practices.
- Scanned and uploaded loan and related documents into system.
- Filed and maintained loan records.
New Accounts Representative
Central Bank & Trust
Lander
06.2022 - Current
- Managed customer inquiries to facilitate account openings efficiently.
- Assisted clients in navigating account setup processes and documentation requirements.
- Educated customers on account features and benefits tailored to their needs.
- Resolved customer issues related to account access and transactions promptly.
- Answered incoming calls from customers related to their accounts.
- Verified customer identification documents for compliance with Bank Secrecy Act regulations.
- Provided excellent customer service at all times while interacting with clients.
- Reviewed existing accounts for accuracy and completeness of documentation.
- Assisted branch personnel with various tasks as needed.
- Researched customer inquiries regarding accounts, transactions, fees and services.
Teller
Central bank & trust
Lander
06.2021 - Current
- Processed customer transactions efficiently and accurately at Central Bank & Trust.
- Managed cash drawer, ensuring proper cash levels and security protocols.
- Assisted customers with account inquiries and banking product information.
- Resolved customer issues promptly, enhancing overall service experience.
- Maintained organized records of transactions for auditing purposes.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Answered customer inquiries regarding bank products and services.
- Maintained confidentiality of all customer records and information according to company policies.
Waitress/Head Hostess
Oxbow Restaurant
Lander
08.2005 - 05.2021
- Provided excellent customer service in a fast-paced dining environment.
- Took and processed customer orders accurately and efficiently.
- Delivered food and beverages promptly to enhance guest satisfaction.
- Handled cash transactions and managed point-of-sale systems effectively.
- Resolved customer complaints with professionalism and courtesy.
- Developed positive relationships with regular customers through friendly conversation.
- Greeted customers, answered questions, and recommended specials to increase profits.
- Assisted other wait staff members in times of heavy customer traffic.
Skills
- Loan processing
- Regulatory compliance
- Document management
- Customer inquiries
- Account verification
- Transaction processing
- Problem solving
- Attention to detail
- Effective communication
- Time management
- Loan documentation
- Cash handling
- Professionalism and courtesy
- Reliable
- Friendly
- Strong work ethic
- File maintenance
- Account updating
- Fraud detection
- Teamwork
- Customer service
- Point-of-sale operation
- Order processing
- Customer relationship management
- Verbal and written communication
- Basic math
Timeline
Loan Secretary
Central Bank & Trust
06.2023 - Current
New Accounts Representative
Central Bank & Trust
06.2022 - Current
Teller
Central bank & trust
06.2021 - Current
Waitress/Head Hostess
Oxbow Restaurant
08.2005 - 05.2021