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Post Closing Assistant Resume Example

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POST CLOSING ASSISTANT
Summary

Highly skilled individual that models commitment, value, and meets high performance expectations. Demonstrates the skills needed to meet new and unexpected challenges. Open to new experiences and opportunities to develop new skills.

Skills
  • 13 Years of Banking
  • MS Office, Word, & Excel
  • Data Entry
  • Leadership
  • Team building
  • Exceptional customer service
  • Strong sense of banking ethics
  • Excellent communication skills
Experience
Post Closing Assistant | 06/2019 to CurrentCivic Financial Services - Redondo Beach, CA
  • Request Title policies , follows up on outstanding title policies and researches any possible issues as needed.
  • Manages pipeline of funded loans and researches county websites for images to confirm recording information.
  • Drafts Assignments and Allonges into proper trust entity per county. Submits executed Assignments and Allonges to a Civic authorize signor.
  • Uploads executed and notarized Assignments and Allonges into Encompass.
  • Assist Title Specialist in requesting title policies and deeds of trust.
  • Research any recording delays and provides feedback as well as escalates any issues to RS III.
Member Concierge | 01/2017 to 06/2019Aerospace Federal Credit Union - El Segundo, CA
  • Greet and guide members in a friendly and professional manner.
  • Accurately process member cash deposits, checks, payments, and maintain a balanced drawer at the end of the day.
  • Safely ID and search members account information, cross-sell credit union products, mail member loan, cd maturity, and delinquent letters.
  • Provide excellent customer service and assistant loan officer with DMV work.
  • Up-sell and redirect special services to appropriate account staff and issue cashier checks.
  • Supervised the teller line.
  • Input loan and credit card applications
  • Helped members resolve account problems and navigate internal systems to handle routine needs.
  • Assisted in maintaining accurate records by verifying and updating member account information.
  • Maintained strong knowledgebase of product options and sales promotions to better serve every customer.
  • Evaluated customer account information to assess current issues and determine potential solutions.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Kept member service area clean and neat with well-stocked supplies and fliers.
  • Cross-trained in different internal databases and service positions to help team members meet coverage demands.
Financial Services Representative | 12/2006 to 11/2013California Credit Union - Inglewood, CA
  • Provided members with excellent customer service.
  • Trained new hires
  • Delivered informational sales presentations to potential investors to build symbiotic client relationships.
  • Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Supplied tellers with coin and currency.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Conducted market surveys and industry studies to identify need and demand for new clientele.
  • Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Established new accounts and created memberships, resulting in increased loans and earnings for credit union.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
TELLER | 01/2006 to 12/2006Schools Federal Credit Union - Rancho Dominguez, CA
  • Maintained confidentiality of bank records and client information.
  • Generated reports and notification letters to distribute to account holders.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Examined checks for identification and endorsement.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Adhered to regulatory and company security and audit procedures.
  • Processed cash withdrawals.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Warmly welcomed customers and offered pleasant service during entire transaction
  • Established new accounts and created memberships, resulting in increased loans and earnings for credit union.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Education and Training
Pathways College - - Carson, CA | CERTIFICATE CERTIFIED NURSENursing, 01/2016
  • Honor Roll Student
  • 4.0 GPA
  • Top Student In Class
Inglewood High School - - Inglewood,CA | | DIPLOMAGENERAL STUDIES, 06/2001
  • College Prep/APPI Classes
  • Honor Roll Student 3.8 GPA
  • Black Student Union Member
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Resume Overview

Companies Worked For:

  • Civic Financial Services
  • Aerospace Federal Credit Union
  • California Credit Union
  • Schools Federal Credit Union

School Attended

  • Pathways College
  • Inglewood High School

Job Titles Held:

  • Post Closing Assistant
  • Member Concierge
  • Financial Services Representative
  • TELLER

Degrees

  • Pathways College - Carson, CA | CERTIFICATE CERTIFIED NURSE
    Inglewood High School - Inglewood , CA | DIPLOMA

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