Financial Services Specialist with extensive experience at FCS Financial, excelling in customer service and problem-solving. Proven track record in loan origination and compliance, enhancing operational efficiency. Adept at fostering teamwork and mentoring new employees, while leveraging Salesforce for improved service delivery. Committed to delivering high-quality customer service and financial solutions.
Knowledge of the full origination process of loans from application to executing real estate, operating, term and consumer loan closings. Handling full spectrum of customer service: posting payments, phone inquires, handling walk-ins, processing mail, accounts payable, ordering supplies, maintaining all office machines, working with vendors internal and external needs, billings, insurance setup and tracking, tracking and maintaining financial reports to assure the loans are serviced at the highest quality. Over seeing the branch meetings, maintaining branch calendar for all employees, planning and executing all member-owner events. Special projects include: planning committee for community projects, beta testing team, mentor to all new employees in Southern Missouri branches, conducting and demonstrating technics for online learning, working with Salesforce programmers to develop new programming to meet needs of employees and services as a subject matter expert to other employees.
Developed new business through personal and real estate loans. Devised new ways to make the branch run more efficiently and productively while managing over 60 accounts per day. Daily customer services: answered phones and handled walk-in customers, received and processed payments, balanced loans and cash drawers daily, processed accounts payable for the branch, processed real estate loans, branch manager relief assignments.
Built relationships with customer through selling loan products and services. Knowledge of full origination process, title work, appraisals and all aspects on compliance on residential mortgages. Service time in opening new accounts and working in teller services. Gained vital customer service experience: by working with customer to find products to meet needs, resolved account issues and conflicts, balanced bank vault and large loan accounts and handled delinquency issues.
Customer Service
Team Work
Problem Solving
Communication