Summary
Work History
Skills
Timeline
Generic

Wendy Randall

Burt

Summary

Experienced professional with a successful career in an everchanging banking environment. Excels at interfacing with others at all levels to ensure organizational goals are attained. An effective leader with skills necessary to direct, train, and motivate staff to its fullest potential.

Work History

Real Estate Clerk

Cornerstone Community FCU
Lockport
2021 - 2026
  • Managed paid loan report and filed discharges with appropriate county to ensure compliance
  • Facilitated loan payoff requests to ensure member satisfaction
  • Established tax service accounts with Core Logic to streamline tax processing
  • Audit new Home Equity loans and scan into Filebound system
  • Processed Home Equity check orders from Harland checks to facilitate timely disbursement
  • Performs filming and filing for Real Estate loans

Share Draft/ODP Coordinator

Cornerstone Community FCU
Lockport
2018 - 2021
  • Collaborated with Alloya on check exception report, facilitating return of NSF items, stop payments, and closure of accounts.
  • Reversed NSF and ODP fees for members, ensuring fair account management.
  • Setup and maintenance on Overdraft accounts
  • Ordering checks for members and making starter checks for new accounts
  • Assisted members with inquiries on checking accounts, enhancing customer satisfaction and support.

Indirect Lending Clerk

Cornerstone Community FCU
Lockport
2015 - 2018
  • Coordinated with dealerships and loan officers to ensure all documents were collected for timely funding of vehicle loans for members
  • Processed vehicle loans and distributed monthly dealership incentives
  • Executed outbound welcome calls to onboard new indirect lending members
  • Film completed files and maintained the Indirect section of Vault

Member Service/Teller Float

Cornerstone Community FCU
Lockport
2014 - 2015
  • Processed customer transactions efficiently at teller window, ensuring accuracy and customer satisfaction
  • Opening member savings and checking accounts
  • Processing IRA deposits and withdrawals
  • Assisted Head Teller with vault duties, maintaining security and organization of cash assets
  • Supported operations across branches by addressing staffing and transaction needs

Team Lead/Foreclosure Specialist II

Bank of America
Getzville
2009 - 2013
  • Monitored foreclosure loans, ensuring timely completion of actions per investor, insurer, and state guidelines
  • Collaborated with foreclosure attorneys, customers, investors, and insurers to facilitate effective communication and resolution
  • Processed and approved bids for foreclosure sales auctions, contributing to successful auction outcomes
  • Train and Mentor new and current associates

MLO-Loan Svcs Specialist

Bank of America
Getzville
2007 - 2009
  • Processing modifications, repayment plans and forbearances for delinquent mortgages
  • Assisted customers with delinquent mortgages through phone and written communications, providing guidance on options within Home Retention team
  • Coordinated setup, follow-up, analysis, and closure of Home Retention referrals
  • Facilitated discussions about personal and financial challenges

Assistant Head Teller

First Niagara Bank
Ransomville
2003 - 2007
  • Facilitated account openings for checking, savings, and loans to meet customer needs
  • Supported teller operations at branch to ensure efficient service delivery
  • Coordinated cash transfers between branches to maintain accurate cash flow
  • Balance and Process transactions with the ATM

Teller

Niagara County FCU
Lockport
2001 - 2003
  • Processed customer transactions and resolved inquiries at teller station, ensuring accurate and efficient service
  • Assisted bookkeeping and receptionist staff during peak times, contributing to smooth operations and customer satisfaction
  • Processed member transactions efficiently at Niagara County FCU.
  • Assisted customers with account inquiries and service requests.
  • Balanced cash drawer daily to ensure accurate cash handling.

Cashier/Switchboard

Lockport Nissan
Lockport
2000 - 2001
  • Cashier for Sales, Parts, Body Shop and Service Departments
  • Answered phones for multiple departments, facilitating communication and support
  • Organized and managed sales and service files, enhancing accessibility and efficiency

Assistant Bookkeeper

Niagara County FCU
Lockport
1996 - 2000
  • Resolved member bookkeeping issues, ensuring accuracy in financial records and enhancing member satisfaction
  • Balance various bank, cashier checks, money orders and travelers check statements
  • Process non-sufficient funds checks and ACH items
  • Process stop payments, savings bonds, Mastercard payment and ACH transfers
  • Completed time-sensitive reports to support timely decision-making
  • Paid Credit Union monthly bills and prepared reports for Board of Directors review
  • Encode microfilm daily teller checks
  • Assist Receptionist and Head Teller duties

Teller Operations Supervisor

Fleet Bank
Lewiston
1994 - 1996
  • Planned, organized, and controlled daily and monthly branch operations to ensure smooth workflow
  • Coached and trained teller team to process transactions with accuracy and efficiency
  • Lead team to performance goals
  • Supported teller operations, improving customer service response times
  • Ensure adherence to existing and new policy and procedures
  • Complete monthly and weekly reports

Assistant Head Teller/Merchant Teller

Fleet Bank
Niagara Falls
1989 - 1994
  • Managed daily cash flow and assisted with customer transactions to support Head Teller and maintain operational efficiency.
  • Processed merchant transactions, ensuring accuracy and compliance with bank policies.
  • Balanced and processed ATM transactions to ensure availability of funds for customer access.
  • Reported large currency transactions per the Bank Secrecy Act
  • Ordering, shipping and handling main branch cash

Teller

Fleet Bank
Niagara Falls
1988 - 1989
  • Processed negotiable items including cashing checks, facilitating withdrawals, advancing credit card transactions, and redeeming savings bonds for clients
  • Processed deposits and various payments including certified checks, money orders, and cashier checks to ensure accurate financial transactions
  • Handled cash by setting up cash drawer, maintaining security, and processing cash transactions for customers

Skills

  • Real estate transactions
  • Loan processing
  • Document preparation
  • Document management
  • Foreclosure procedures
  • Tax service coordination
  • Customer service

Timeline

Real Estate Clerk

Cornerstone Community FCU
2021 - 2026

Share Draft/ODP Coordinator

Cornerstone Community FCU
2018 - 2021

Indirect Lending Clerk

Cornerstone Community FCU
2015 - 2018

Member Service/Teller Float

Cornerstone Community FCU
2014 - 2015

Team Lead/Foreclosure Specialist II

Bank of America
2009 - 2013

MLO-Loan Svcs Specialist

Bank of America
2007 - 2009

Assistant Head Teller

First Niagara Bank
2003 - 2007

Teller

Niagara County FCU
2001 - 2003

Cashier/Switchboard

Lockport Nissan
2000 - 2001

Assistant Bookkeeper

Niagara County FCU
1996 - 2000

Teller Operations Supervisor

Fleet Bank
1994 - 1996

Assistant Head Teller/Merchant Teller

Fleet Bank
1989 - 1994

Teller

Fleet Bank
1988 - 1989

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Wendy Randall