Bethany Wishon
Springfield
Summary
Experienced financial services professional with a desire to grow, building trusting and fruitful relationships with colleagues and customers alike. Meticulous, dependable, and committed to learning with a positive attitude.
Overview
20
20
years of professional experience
Work History
Financial Service Officer, NMLS #2654383
Multipli Credit Union
10.2024 - Current
- Perform weekly duties on ITMs (reloading cash cassettes, verifying accuracy of deposit amounts, & submitting spreadsheets to accounting department).
- Create checking and savings accounts for new members while adhering to federal and internal controls and policies.
- Open certificates of deposit, IRAs, & safe deposit boxes for new and existing members.
- Consult with existing and potential members regarding loan requests over the phone and in person.
- Gather financial and personally identifiable information for loan applications.
- Assist members with the loan closing process, ensuring all data and documents are accurate.
- Communicate effectively and promptly with members and underwriters.
- Fill in as needed to process teller transactions and Financial Service Officer duties at other branches.
- File and release liens along with various back office processing requests (GAP and warranty refunds).
Member Experience Representative/Backup Loan Processor
Multipli Credit Union
08.2023 - 10.2024
- Maintained and balanced a cash drawer daily.
- Opened savings & checking accounts, certificates of deposit, IRAs, and HSAs.
- Processed daily deposits and loan payments.
- Assisted members with account discrepancies and general inquiries.
- Reset passwords & PINs.
- Scanned daily work.
- Filed signature cards and pulled signature cards of closed accounts periodically.
- Assisted other departments with various projects as time permitted.
- Filled in for loan processing duties when needed.
Consumer Loan Processor
Multipli Credit Union
08.2022 - 08.2023
- Quoted and processed consumer, occasional real estate and commercial, loan payoffs.
- Filed and released liens for consumer and real estate loans.
- Ordered appraisals and title insurance for lenders.
- Created loan files and assisted lenders with various tasks.
- Compiled monthly reports and collected insurance information for loan files.
- Worked within the imaging system to ensure that loan files were complete and without exceptions.
- Assisted members with account discrepancies and DocuSign forms for account maintenance.
Human Resources Administrator II
FedEx Freight, Inc.
05.2022 - 08.2022
- Entered and verified personal data for external and internal candidates during the onboarding process.
- Processed job changes, verified and updated seniority dates and rates of pay as needed, and initiated offers to external candidates.
- Utilized Workday, SharePoint, Microsoft Access and Excel to carry out all daily functions.
Bank Teller
Equity Bank
06.2017 - 05.2022
- Maintained a cash drawer daily to ensure accuracy.
- Processed transactions involving cash and checks.
- Processed loan payments and cash advances.
- Resolved account discrepancies and elevated customer requests to appropriate management and/or department.
- Processed debit card limit increases, performed general maintenance to accounts, and assisted with various clerical tasks.
- Responsible for filling the ATM weekly, following up with general ledger postings and discrepancies. Also handled maintenance requests as the need arose.
Receptionist
Dr. Chris Taylor/Taylor Surgical Arts
05.2013 - 06.2017
- Scheduled and rescheduled appointments for two providers on a daily basis.
- Verified insurance coverage and benefits prior to a patient's appointment. Had working knowledge of the types of coverage needed and stayed informed on any industry changes.
- Collected patient payments at time of arrival and collected on past due accounts.
- Followed up on insurance exceptions and denials as time permitted.
- Ensured the patient's charts were updated with accurate information.
- Provided transportation for patients as needed.
Bank Teller/Loan Assistant/Customer Service Specialist
Community First Bank
01.2005 - 05.2013
- Processed transactions involving cash and checks.
- Processed loan payments, ensuring funds were applied correctly.
- Processed cash advances, wire transfers, cashier's checks, money orders, & traveler's checks.
- Processed debit card limit increases and performed general maintenance to accounts.
- Resolved account discrepancies.
- Prepared loan documentation for lenders.
- Collected financial statements and tax returns for loan files.
- Assisted with the loan closing process and executed the disbursement of funds.
- Created weekly reports for internal loan meetings, and monthly reports for board committees.
Education
Bachelor of Arts - Psychology, Sociology
University of Arkansas at Little Rock
05.2021
Associate of Arts - undefined
North Arkansas College
05.2018
Skills
- Microsoft Applications
- Analytical Thinking
- Problem Solving
- Management
- Workday Software
- Knowledge of Accounting Principals
- Interpersonal Skills
- Customer Engagement
- Active Listening
- Written and Oral Communication
Accomplishments
Graduated Summa cum laude from University of Arkansas at Little Rock, 2021
Achievements And Organizations
- University of Arkansas at Little Rock Chancellor’s List, Fall 2020
- University of Arkansas at Little Rock Chancellor’s List, Spring 2020
- University of Arkansas at Little Rock Chancellor’s List, Fall 2019
- University of Arkansas at Little Rock Chancellor’s List, Spring 2019
- North Arkansas College Dean’s List, 2016-2018
- Phi Theta Kappa, 2018
- Phi Beta Lambda, 2018
Languages
Spanish
Limited Working
Timeline
Financial Service Officer, NMLS #2654383
Multipli Credit Union
10.2024 - Current
Member Experience Representative/Backup Loan Processor
Multipli Credit Union
08.2023 - 10.2024
Consumer Loan Processor
Multipli Credit Union
08.2022 - 08.2023
Human Resources Administrator II
FedEx Freight, Inc.
05.2022 - 08.2022
Bank Teller
Equity Bank
06.2017 - 05.2022
Receptionist
Dr. Chris Taylor/Taylor Surgical Arts
05.2013 - 06.2017
Bank Teller/Loan Assistant/Customer Service Specialist
Community First Bank
01.2005 - 05.2013
Associate of Arts - undefined
North Arkansas College
Bachelor of Arts - Psychology, Sociology
University of Arkansas at Little Rock
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