Whitney Crockett
Columbia,KY
Summary
Experienced banking employee familiar with setting up new accounts for customers, maintaining accounts , loan files,spreadsheets, and daily balancing duties.
Always eager to learn new skills
Overview
8
8
years of professional experience
Work History
Salesperson
Stateline Steel
06.2022 - Current
- Worked to build relationships with customers and built potential for additional sales.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Engaged customers in social conversations to create pleasant and easy shopping experience.
- Listened to clients and introduced solutions to satisfy business and personal needs
- Researching manufacturers all over the US and attempt to sell them material of their needs.
- Daily call logs of 25 + businesses to get company specs
- Quoting steel including freight rates and processing fees.
- Creating excell sheets to organize 100 plus customers and their steel needs including gauge,type,widths, lengths, quantity and quality.
- Contact mills and Distributors to receive steel material for customers
- Generated leads and maintained list of prospects
Loan Operations
United Citizens Bank
10.2021 - 06.2022
- Reviewed loan files for completeness, identified missing documentation and generated exception lists for applicants.
- Calculated, reviewed and corrected errors on loan files
- Filed and maintained loan records, 1099-s , year end and receipts from attorney and appraisers
- Enter and maintain all loan files that came through any UCB location including Adair, Russell, Green and Taylor counties.
- Calculated escrow analysis
- Handled and cut checks to all insurance , and property tax bills for escrowed customers.
- Scanning and indexing loan documents
- Checked value of collateral and updated UCC dates
- Entered UCC on loans that applied
- Produce and mail home equity statements
- Create monthly mortgage reports for Adair County
New Account, CSR
First And Farmer National Bank
06.2015 - 10.2021
- Safe Deposit Box audits and mailed letters to overdue customers
- Opened New accounts, SDB, CD's
- Order and return money to the federal reserve
- Scanning and indexing CIF documents
- Balancing all transactions from each teller and branch in Branch capture daily
- Trained new employees on daily task and teller duties
- Managed and balanced ATM's and was soley over the ATM at Lindsey Wilson College
- Scheduled repairs of locks for SDB and requested ATM repairs
Education
High School Diploma -
Adair County High School
Columbia, KY05.2010
Skills
- Opening Accounts
- Money Transfers
- Trained in Nupoint and fiserv
- ATM Balancing
- Memorizing updated rates of CD specials and club accounts
- Account Audits
- Safe Deposit Box Oversight
- Analyzing Data
- Operations Understanding
- Reviewing Documents
Timeline
Salesperson
Stateline Steel
06.2022 - Current
Loan Operations
United Citizens Bank
10.2021 - 06.2022
New Account, CSR
First And Farmer National Bank
06.2015 - 10.2021
High School Diploma -
Adair County High School
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