Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, and can quickly learn and apply new skills. Committed to employing these qualities to drive team success and contribute to organizational growth.
Overview
20
20
years of professional experience
Work History
Deposit & Support Services Specialist II
Peach State Federal Credit Union
07.2021 - Current
Managed daily deposit operations tasks, ensuring accurate and timely completion of all transactions
Managed high-stress situations effectively, maintaining professionalism under pressure while getting reports completed in a timely manner
Provided backup to 7 other deposit operations specialists
Processed daily work for 4 other credit unions that employ Peach State to handle their back office work
Balance General Ledgers on daily reports
Processed Payroll checks
Processed Payroll deductions
Processed IRA distributions, deposits, transfers
Processed IRA death claims
Mentored junior team members, fostering a positive work environment that encouraged professional growth
Processed levies, bankruptcies, and garnishment requests
Processed Subpoena requests
Assisted members with banking needs and inquiries
Executed wire transfers, stop payments and account transfers
Loan Processer
Peach State Federal Credit Union
03.2016 - 07.2021
Facilitated clear communication with members by explaining loan processes and requirements
Scheduled meetings with members to streamline the application process
Identified and resolved discrepancies in loan applications for smoother processing
Reviewed loan applications for accuracy by verifying necessary documentation
Worked with members via telephone to answer questions, process transactions, and resolve issues
Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants
Set up and completed loan submission packages
Prepared documents for underwriting by verifying client income, credit reports, and other information
Promoted a positive work environment through effective communication skills and teamwork initiatives
Increased members satisfaction with timely responses to inquiries and providing thorough explanations of loan processes
Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards
Collaborated with other departments including sales, underwriting, legal teams for seamless coordination during the entire loan cycle process
Developed and maintained relationships with members and loan officers to establish smooth loan process
Provided exceptional customer service by addressing borrower concerns and resolving issues in a timely manner
Handled any conditions sent from underwriting departments
Enhanced team collaboration by sharing best practices and providing constructive feedback on colleagues'' work
Processed loan applications and monitored progress from start to finish
Member Service Advisor
Peach State Federal Credit Union
01.2013 - 03.2016
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts
Resolved member complaints with empathy, resulting in increased loyalty and repeat business
Handled escalated calls efficiently, finding satisfactory resolutions for members
Responded to member requests for products, services, and company information
Developed strong product knowledge to provide informed recommendations based on individual customer needs
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues
Developed rapport with members through active listening skills, leading to higher retention rates and positive feedback
Enhanced member loyalty by offering personalized solutions tailored to individual needs
Participated in training programs to enhance product knowledge and member service skills
Investigated and resolved member inquiries and complaints quickly
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly
Trained new personnel regarding company operations, policies and services
Head Teller/Customer Service Rep
Regions Bank
03.2005 - 08.2012
Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day
Oversaw currency shipments and deposits while adhering to strict safety guidelines
Replenished ATM funds in empty canisters prior to validation process
Managed high-volume cash transactions daily, maintaining accuracy and efficiency under pressure
Answered inquiries regarding checking and savings accounts and other related products
Assisted customers with account inquiries, resolving issues promptly to ensure satisfaction
Introduced customers to other bank team members to help meet financial needs
Provided support during audits, gathering necessary documentation and demonstrating compliance with internal controls
Developed strong rapport with customers by actively listening, addressing concerns promptly, and providing tailored solutions
Created teller schedule to keep weekly and weekend shifts properly staffed
Verified amount of cash in cash drawer against day's receipts, quickly identifying errors
Coordinated workflow among tellers, assigning tasks and monitoring performance for optimal efficiency during peak hours
Strengthened client relationships through exceptional service and proactive identification of financial needs
Reduced errors in transactions with vigilant attention to detail and adherence to banking regulations
Implemented cross-selling techniques to promote bank products, contributing to increased revenue generation
Community Engagement Intern at Michigan State University Federal Credit UnionCommunity Engagement Intern at Michigan State University Federal Credit Union