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I am a skilled team player with strong background in organization, implementation, and oversight. Work well independently, as well as virtually and I always go above beyond. Experience with leading and scheduling team zoom training. Quick learner with positive attitude and eager to brighten someones day. Enthusiastic about facilitating and the organization of team success through hard work and attention to detail. Driven in a community and virtual environment to grow and excel in all I do.
I have spent time as a team captain for the American Cancer Society raising money for cancer research. Coordinating spaghetti feeds, pancake breakfasts and locations for our elephant ear stand raised over $10,000 in funds.
Organizing fundraising for the Children's Miracle network was a year round team effort.
I am responsible for processing and preparing home sales and refinances, works with lenders, attorney's, loan officers, escrow officers and consumers daily.
We close an average of 100 files per month. With a 99% close rate. I monitor multiple accounts for two teams assisting them in acquiring documents needed to close files in a timely manner while reviewing contracts, titles, order payoffs for loans, HOA's, utilities, and research liens/judgments.
- Assist customers and clients with closing-related questions.
- Collaborate with title department to resolve title issues such as legal descriptions, easements, lot splits, vesting and bankruptcies
- Effectively communicates with clients about payment needs and keep updated detailed and accurate ledgers
Responsible for communicating with clients virtually and by phone. I call them to update their personal information and check on their current Medicare needs. Establishing schedules for at home and virtual phone appointments with Medicare agents. Increasing accuracy with all client information being logged. Increased client lists by 50% yearly.
- Developing spreadsheets to track progress and success ratios
- Facilitating educational seminars for seniors to better understand their healthcare options
- Coordinating support staff to ensure all areas of need are met
- In charge of customer service on front end and back end business to ensure clients needs are met
- Communicating results of projects with insurance partners and regional
As a float teller I was responsible for filling employment gaps in all branch locations in my area. Getting to know clients on a personal basis to make them feel comfortable with my help was implemented daily. Looking for fraudulent transactions and helped clients to prevent fraud on their accounts. Helping clients in a timely and efficient manner was a day to day task. Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Educated customers on use of banking website and mobile apps
- Answered over 50 telephone and in person inquiries on banking products, including checking, savings, loans and lines of credit
- Identified sales opportunities and referred customers to branch partners in financial services
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Processed customer transactions promptly, minimizing wait times
- Maintained friendly and professional customer interactions
- Assisted in training of new tellers
In this role I managed my time and associates in a cohesive manner. Having daily meetings with 25 or more associates to communicate daily reports and tasks. Was proficient in several areas of the store, including Human Resource, loss prevention, state food area certifications and protocol. Communicating to my customers and associates in a professional manner. Coordinated teams for seasonal transitions. Strengthened merchandising and promotional strategies to drive customer engagement and increasing sales by 20%.
- Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget
- Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies
- Established and optimized schedules to keep coverage and service in line with forecasted demands
- Set and enforced policies focused on increasing team productivity and strengthening operational efficiency
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Job Titles Held:
- Escrow Processor
- Senior Coordinator
- Float Teller
- Assistant Manager
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