Sara Putnam
Loan Service Representative at Service Credit Union- Claim this Profile
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Bio
Experience
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Service Credit Union
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United States
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Banking
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300 - 400 Employee
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Loan Service Representative
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Mar 2013 - Jul 2014
225 Mechanic Street Lebanon, NH 03766 Loan Officer Status. Maintained strict confidentiality of bank records and client information. Maintained friendly and professional customer interactions. Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC. Reviewed and edited loan agreements to ensure accuracy. Successfully closed an average of 30 loans per month. Originated, reviewed, processed, closed and administered customer loans. Ordered and distributed office supplies… Show more Loan Officer Status. Maintained strict confidentiality of bank records and client information. Maintained friendly and professional customer interactions. Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC. Reviewed and edited loan agreements to ensure accuracy. Successfully closed an average of 30 loans per month. Originated, reviewed, processed, closed and administered customer loans. Ordered and distributed office supplies while adhering to a fixed office budget. Performed complex general teller and lending functions. Processing of office payroll.
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Member Service Supervisor
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Dec 2007 - Mar 2013
225 Mechanic Street, Lebanon NH 03766 Processing office payroll Daily balancing of cash drawer, vault and ATM Loan officer status Ordered and distributed office supplies while adhering to a fixed office budget Performed complex general teller and lending functions Oversaw daily office operations for staff of 3 employees Trained new employees Closed an average of 20 loans per month Received employee of the quarter service award in 2008 Maintained confidentiality of bank records and client… Show more Processing office payroll Daily balancing of cash drawer, vault and ATM Loan officer status Ordered and distributed office supplies while adhering to a fixed office budget Performed complex general teller and lending functions Oversaw daily office operations for staff of 3 employees Trained new employees Closed an average of 20 loans per month Received employee of the quarter service award in 2008 Maintained confidentiality of bank records and client information Maintained friendly and professional customer interactions Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering and OFAC.
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Member Service Representative
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Jun 2006 - Dec 2007
Lebanon, NH Completing complex teller transactions. Managing of office inventory. Daily cash drawer balancing. Addressing customer inquiries, solving problems and providing new product information. Greeted customers in person and via telephone. Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC.
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Education
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Independence University
Associate's degree, Business Administration and Management, General -
Mascoma Valley Regional High School
Diploma