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Title Customer Service Representative
Target Location US-MO-St. Louis
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Street Address  Blaine AveSaint Louis, MO Street Address
PHONE NUMBER AVAILABLE CellularEMAIL AVAILABLEEducationGateway Institute of Technology5101 McCree 63110Electrical Engineering ProgramGraduated 1996Rankin Technical College4431 Finney 63113Communication ProgramWork Experience1998-2000 Union Planters Bank/Regions Bank8866 Ladue RdSt. Louis MO 63124Teller PositionAssisted clients within branch and via telephoneCashed checks, accepted deposits, processed loan payments and withdrawals from accounts Handled all aspects of commercial business banking Balanced bank vault and teller drawers2000-2003 Spirit of St.Louis Credit Union302 N ClaySt. Louis MO 63122Customer Service Representative/Loan OfficerMarketing and Selling bank products and services via in person or by phone. Conducted daily customer service activities within the banks guidelines with quickness and accuracy.Pulled credit reports, processed credit applications and booked consumer and HECL loans Opened new accounts, certificate of deposits and IRAs Process daily overdrafts per supervisors instructions Review loan package for changes2003-2012 Royal Banks of Missouri13171 Olive BlvdSt. Louis MO 63141Lending ClerkPull credit reports for consumer and commercial loans Process bank deposits, withdrawals, payments, wire transfers and loan payoffs Manage insurance requirements on all commercial accounts and filing Daily interaction with client issues concerns and or questions Book, review and fund consumer loans along with secondary market loans Fund Mortgage Warehouse lineProcess verifications of deposits and payoff requests Conduct loan closings upon requestObtain flood letters, UCC searches, perfections of liens Monitor and assist with exception tracking2012- 2015 Enterprise Bank and Trust1281 N. Warson RdSaint Louis, MO 63132New Loan SpecialistAssemble, coordinate, and process consumer and business loans for booking Process loan payments, loan funding, auto transfer authorizations and wire transfers Responsible for new, closed and facility daily reports Maintain strong relationships with internal and external clients Interact daily both verbal and written with internal and external clients for various client requests Responsible for data input given from loan applications and/or loan documents Review closed loan package for any changes neededProcess loan verifications accurately before submitting them to 3rd party vendors 2015- present Stifel Financial501 N BroadwaySaint Louis, MO 63102Treasury Associate 11-23-2015 to 8-1-22Ensure digital delivery of incoming and outgoing wires Reconcile banks accounts dailyResponsible for compliance daily reportsMaintain strong relationships with internal and external clients Interact daily both verbal and written with internal and external clients for various requests Responsible for data input of outgoing wiresProcess assignments of work in a timely mannerOrganize and manage tasks and priorities created by work volume Commercial Loan Specialist 8/1/22- presentWork closely with Commercial Lenders to insure accuracy of loan requests Assist with wires (incoming/outgoing)Provide customer service internally and externally to customers Responsible for data input given from loan documents Process assignments of work in a timely manner

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