Experience

Monroe Bank & Trust

• United States
• Banking
• 1 - 100 Employee

• Mortgage Relationship Specialist

  • Jul 2009 - Jul 2019

  Monroe, Michigan • Process Documentation/Files - Print initial disclosures, closing packages, request appraisals as well as assist with ordering the title work needed for accounts • Maintain Accounts - Process mortgage and construction loans, establish and build customer relationships, answer questions and conduct research in regards to established accounts • Knowledgeable - Know and understand all of the federal rules, guidelines and regulations related to organization • Facilitate Collaboration -… Show more • Process Documentation/Files - Print initial disclosures, closing packages, request appraisals as well as assist with ordering the title work needed for accounts • Maintain Accounts - Process mortgage and construction loans, establish and build customer relationships, answer questions and conduct research in regards to established accounts • Knowledgeable - Know and understand all of the federal rules, guidelines and regulations related to organization • Facilitate Collaboration - Bringing all of the necessary departments and customers together, in order to communicate effectively throughout the process and allow for a fluid completion of the process

• Personal Banker

  • Nov 2009 - Jul 2011

  Lambertville, Michigan • Customer Service - Interact with customers by opening accounts, taking applications for loans • Multiple Supporting Roles - When necessary assist teller’s with their duties, balance the ATM, manage the vault • Development - Identifying opportunities for fellow employees to understand different products and policies within the organization as well as implementing a program to bridge the gap in understanding

• Customer Service Representative

  • Jul 2006 - Nov 2009

  Carleton, Michigan • Interact with Customers - Build rapport with customers, discover opportunities for loans and additional products and services • Process transactions - Deposits, withdrawals, cash checks, loan payments along with other account activity • Cash management - Maintain correct and accurate cash counts

• Item Processing Clerk

  • Aug 2005 - Jul 2006

  Monroe, Michigan • Data Entry - Process and balance transactions for all the branches and departments • Process Mail - Disburse all incoming and outgoing mail within the organization • Critical Thinking - Determining the reason why transactions didn’t balance and implement solution to correct