Wanda Stapleton
101 John Deere Rd,GA
Summary
Knowledgeable Universal Banker equipped to handle fast-paced banking work. Serves customers with expertise in business and personal banking. Highly proficient in handling teller work, setting up accounts and selling bank products.
Overview
24
24
years of professional experience
Work History
Universal Banker
Queensborough National Bank
Swainsboro, Georgia
11.2022 - Current
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Assisted customers with online banking setup and troubleshooting issues.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Print debit cards
- Maintained records of customer interactions and transactions in accordance with bank policies.
- Originate wire transfers and receive incoming wires from other financial institutions into customer accounts.
- Answered telephone inquiries regarding account balances, fees or general information.
- Assisted customers with setting up direct deposits for their payroll checks.
Loan Officer Assistant
Persons Banking Company
Swainsboro, GA
12.2000 - 10.2022
- Assisted loan officers with the preparation of loan documents and closing packages.
- Conducted credit checks, verified income and employment information, and calculate dept-to-income ratio.
- Work weekly tickler report.
- Answered questions regarding loan status and process from customers, real estate agents, title companies.
- Processed requests for payoff statements from borrowers or third parties.
- Analyzed financial information provided by applicants in order to determine eligibility for specific types of loans.
- Attended training sessions as needed in order to stay abreast of industry regulations and standards.
- Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily mortgage rate sheets and answering phones.
Education
Business Technology - Business Economics
Southeastern Technical College
Swainsboro09-1998
Skills
- Financial Advising
- Check processing
- Credit analysis
- Deposit processing
- Debt management
- Wealth Management
- Wire Transfers
- Loan Processing
- Customer Needs Assessment
Timeline
Universal Banker
Queensborough National Bank
11.2022 - Current
Loan Officer Assistant
Persons Banking Company
12.2000 - 10.2022
Business Technology - Business Economics
Southeastern Technical College
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