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PHONE NUMBER AVAILABLEEMAIL AVAILABLETallassee, AL Street Address
Office ManagerLendNation  Tallassee, ALOctober 2023  July 2024Initiated loan applications, ascertaining if customers meet the preliminary qualifications for a loan.Acquired information pertinent to closing, such as income verification, and managed files from pre-approval through to closing.Scrutinized and evaluated financial data and documents pertinent to loan applications, ensuring alignment with underwriting standards.Confirmed loan approval adheres to established lending protocols.Engaged with customers via telephone, email, or mail, ensuring clarity and understanding of credit histories, employer verifications, and personal references.Input all loan information into QfundEnsured proper documentation and signatures on all loan paperwork prior to dispatchingMaintained loan inquiry records and track loans in progress and preformed weekly and monthly auditsSupported daily office operations, such as filing, data entry, phone communications, letter typing and general office tasksCreated and maintained employee schedules.Ensured office aesthetics and personal appearances uphold professional standards.Addressed all concerns related to loan payments.Created releases for paid-off loans and ensure proper filing and recording.Ensured consistent compliance with lending policies.Stay current with BSA/AML/OFAC policies and undergo required annual training.Bank Teller/Customer Service RepresentativeDozier Bank/First National Bank of Dozier - Dozier, ALJanuary 2023 to September 2023Conducted transactions with members in person and via telephone providing bank informationAccurately processing financial transactions in accordance with bank procedures (i.e., deposits, withdrawals, loan, cashiers checks, ACH, Debit Card and Draft processing)Balancing cash drawer and daily transactionsProcessed end of day reportsBalanced all transactions and reported them to the Federal ReserveCross-sell range of products and services to the betterment of our membersWell versed with the Bank Secrecy Act in addition to other Federal lawsClerk/ManagerDozier Hardware - Dozier, ALMay 2021 to December 2022Handled all incoming and outgoing inventoryProcessed customer transactionsKept track of ongoing customer balancesBalanced ledger at the end of every dayDept. ManagerWalmart - Millbrook, ALAugust 2016 to May 2020Customer Service RepresentativeLincare - Prattville, AL2014 to May 2016Handled all incoming and outgoing calls.Scheduled all new equipment setups and maintenance calls.Processed insurance claims.Kept all patient files up to date and in compliance with state and federal regulations.Title ClerkJack Ingram Motors - Montgomery, ALSeptember 2009 to 2014Handled all incoming and outgoing title paperwork.Initiated dealer trades with other dealerships.Kept all files up to date per policy.Assisted other departments with loan paperwork.Assisted with other office tasks as needed.Production ManagerThe Path Through the Cross - Elmore, ALApril 2009 to September 2009Sales Manager/BookkeeperMoms Flea Market - Millbrook, ALJune 2005 to July 2009SkillsMicrosoft WordExcelComputer OperationAccount ManagementPhone EtiquetteCash HandlingTypingData EntryCold CallingCRM SoftwareManagement