Susan W. Wisham
Americus
Summary
Dynamic administrative professional with extensive experience at First State Bank of Leesburg, excelling in customer service and meticulous data management. Proven track record in enhancing workflow efficiency and fostering client relationships, while ensuring compliance with regulatory standards. Adept at streamlining processes and delivering tailored solutions to meet diverse client needs.
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
40
40
years of professional experience
Work History
Administrative Assistant/Loan Clerk
First State Bank of Leesburg
Leesburg, GA
01.2023 - 02.2026
- Developed and maintained filing systems to improve document retrieval and tracking processes.
- Assisted in preparing reports and presentations, ensuring accuracy and timely delivery.
- Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
- Developed filing system for historical documents, preserving important company records and improving access to information.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Assisted coworkers and staff members with special tasks on daily basis.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
- Volunteered to help with special projects of varying degrees of complexity.
- Processed loan applications, ensuring accurate documentation and compliance with regulatory standards.
- Maintained detailed records of loan transactions using specialized banking software.
- Assisted customers in understanding loan products and application procedures effectively.
- Trained new staff on operational procedures and best practices for loan processing tasks.
- Led initiatives to enhance customer satisfaction through improved communication and support strategies.
- Analyzed application trends to identify opportunities for process improvement and enhanced service delivery.
- Reduced errors in loan files by thoroughly checking all documents for accuracy and completeness.
- Interviewed borrowers to verify financial and personal information submitted on loan applications.
- Streamlined operations by maintaining an organized system for managing loan applications and supporting documents.
- Entered customer and loan information into [Type] database.
- Researched information provided by customer concerning employment, collateral and account details.
- Improved loan processing efficiency by meticulously reviewing and verifying loan documentation.
- Maintained correspondence and completed forms related to loans and closings.
- Delivered excellent customer service and answered questions from borrowers throughout loan process.
- Strengthened relationships with clients by delivering excellent customer service throughout the loan process.
- Demonstrated attention to detail by accurately entering borrower information into the database, minimizing data entry errors.
- Facilitated smooth communication between borrowers, lenders, and other stakeholders involved in the lending process.
Teller
First State Bank Of Americus
Americus, GA
10.2016 - 07.2022
- Processed customer transactions accurately and efficiently, ensuring compliance with banking regulations.
- Assisted clients with account inquiries, providing exceptional customer service and support.
- Managed cash handling procedures, maintaining accurate records of deposits and withdrawals.
Senior Personal Banker
Synovus
Americus, GA
10.1985 - 07.2016
- Developed tailored financial solutions to meet diverse client needs and enhance relationship management.
- Mentored junior bankers, fostering skill development and enhancing team performance.
- Conducted comprehensive financial assessments to guide clients in investment decisions and risk management.
- Collaborated with compliance teams to ensure adherence to regulatory standards and mitigate risks.
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
- Developed strategies to acquire new clients, expanding the bank''s customer base and market share.
- Streamlined account opening processes for improved efficiency and reduced waiting times.
- Managed high-net-worth clients, ensuring their financial goals were met with tailored banking services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Expanded client base by promoting new financial products.
- Cross-sold bank products and services to meet customer needs and provide options.
- Followed up with customers to gather feedback and provide additional assistance.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed deposits, withdrawals and ACH transfers accurately.
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted customers with completing loan applications and other paperwork.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained very technical financial information to applicants in easy to understand language.
Education
High School Diploma -
Southland Academy
Americus, GA05-1974
Skills
- Customer service
- Data entry
- Computer skills
- Office administration
- Administrative support
- Microsoft Word
- Time management
- File organization
- Customer and client relations
- Computer proficiency
- Filing
- Customer relations
- Critical thinking
- Clerical support
- Strong problem solver
- Documentation and recordkeeping
- Professional communication
- Database entry
- Dedicated team player
- Recordkeeping
- Verbal communication
- Data organization
- Deadline oriented
- Records management
- Professional and mature
- Filing and data archiving
- Invoice processing
- Documentation and reporting
- Relationship building
- Meticulous attention to detail
- Document management
- Data management
- Prioritization
- Document control
- Multi-line phone systems
- Client relations
- Resourceful
- Confidential document control
- Documentation and control
- Complex Problem-solving
- Internal communications
- Multi-line telephone systems
- Records management systems
- Business administration
- Purchase orders organization
- Coordination
- Account management
- Quality assurance
- Letter preparation
- Program files maintenance
- Account reconciliation
- Correspondence writing
Timeline
Administrative Assistant/Loan Clerk
First State Bank of Leesburg
01.2023 - 02.2026
Teller
First State Bank Of Americus
10.2016 - 07.2022
Senior Personal Banker
Synovus
10.1985 - 07.2016
High School Diploma -
Southland Academy