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Click here or scroll down to respond to this candidateCandidate's Name
East Norriton, Pennsylvania Street Address
PHONE NUMBER AVAILABLE - EMAIL AVAILABLEPROFESSIONAL SUMMARYAccomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty. SKILLSDeep Knowledge of BankruptcyProcessesBottom Line Loan Master ServicingLoan ApprovalNotarySkilled and successful sales personWORK HISTORY05/2021 to 10/2022 Mortgage Loan OfficerCitizens BankProcessed loan applications and monitored progress from start to finish. Approved loan applications based on customer creditworthiness and provided detailed financial advice.Assisted clients in selecting correct loan product and terms to meet needs and financial goals.Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.11/2020 to 05/2021 Assistant ManagerCitizens BankI manages the daily staff operations for a branchEnsures each day's transactions balance and cash is verified in compliance with bank policies and proceduresWas also responsible for making the schedule.Generated sales and effectively lead my team to success I handled daily coaching and trainings of my staff 01/2020 to 11/2020 Customer Service Representative Citizens BankI answer inbound calls and respond to customer inquiries in a timely manner Also while generating their interest in the companies products and services I provide personalized customer service by connecting and responding to the needs and wants of the customersWith over 12 years of banking experience I am very experienced at analyzing customer' financial needs and helping them achieve goals through sound financial managementI interacted with clients on a daily basis by assisting with services such as setting up checking and savings accounts, authorizing loans, and moving money I was also responsible for making the schedule and making sure the branch was operational sound.01/2008 to 12/2017 Teller ManagerCitizens BankChecked all daily activity for accuracy and compliance. Performed banking, business administration and financial tasks to guarantee five-star service for clients.Conducted financial due diligence on potential investments and acquisitions. Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.07/2008 to 01/2012EDUCATIONAssociate DegreeChestnut Hill CollegeBusiness, Management,Business, Management, Marketing, and Related Marketing, and Related Support Services,Support Services2015 07/201507Notary of State of Pennsylvania |
