Loan Processor

• Oct 2021 - Present

• Evaluated loan applications for creditworthiness, ensuring strict compliance with internal policies and all relevant regulations. • Achieved the highest average percentage among new hires in the first full year, demonstrating strong performance in production and quality assurance. • Conducted thorough research on loan documents and regulations, guaranteeing adherence to federal, state, and local laws. • Took on sole responsibility for the daily tasks of the treasury department, managing critical financial operations. Developed comprehensive training documents for employees and conducted both one-on-one and group training sessions. • Generated daily detailed payoff reports, ensuring timely and error-free completion of payoffs. • Evaluated Took on sole responsibility for the daily tasks of the treasury department, managing critical financial operations. • Developed comprehensive training documents for employees and conducted both one-on-one and group training sessions. • Generated daily detailed payoff reports, ensuring timely and error-free completion of payoffs. Show less

Bank Teller

• Sep 2019 - Oct 2021

•Ensured precise cash drawer balancing while maintaining complete accountability for the allocated cash on hand. • Welcomed customers with professionalism, offering a warm and courteous demeanor. • Proactively promoted bank products to existing customers, consistently achieving sales targets set by management. •Maintained strict adherence to all federal regulations pertaining to anti-money laundering laws. •Ensured precise cash drawer balancing while maintaining complete accountability for the allocated cash on hand. • Welcomed customers with professionalism, offering a warm and courteous demeanor. • Proactively promoted bank products to existing customers, consistently achieving sales targets set by management. •Maintained strict adherence to all federal regulations pertaining to anti-money laundering laws.

Referral Coordinator

• Jul 2017 - Jul 2019

• Utilized electronic medical record system for efficient tracking of patient referrals and documentation. • Monitored compliance regulations related to HIPAA privacy laws when handling confidential information. • Developed strong relationships with referring physicians and their staffs to ensure smooth patient referrals. • Conducted follow up calls with patients to confirm receipt of referral information and appointment dates and times. • Utilized electronic medical record system for efficient tracking of patient referrals and documentation. • Monitored compliance regulations related to HIPAA privacy laws when handling confidential information. • Developed strong relationships with referring physicians and their staffs to ensure smooth patient referrals. • Conducted follow up calls with patients to confirm receipt of referral information and appointment dates and times.

Sales Associate Supervisor

• Sep 2015 - Jul 2017

• Conducted daily balancing tasks, meticulously verifying the accuracy of funds received from the previous day's transactions.• Ensured full staffing of shifts by creating and disseminating work schedules to employees.• Conducted regular performance reviews with employees to guarantee the proper execution of duties and adherence to established policies.• Supervised the counting of cash, checks, and drafts to detect teller errors and maintain precise bank records.•Exercised oversight over bank teller performance by reviewing submitted paperwork and documents from employees.• Efficiently resolved discrepancies with customers and promptly identified any fraudulent activity. Show less

Sales Associate

• Sep 2015 - Sep 2016