Experience

Mid Penn Bank

• United States
• Banking
• 300 - 400 Employee

• Loan Servicing Representative

  • Jan 2021 - Apr 2022

  Harrisburg, Pennsylvania, United States Onboarded to apply banking and customer relations experience to assist borrowers in the loan servicing process. ★ Collaborate with internal teams and management to drive departmental success and operational efficiencies. ★ Document credit bureau report disputes: research and, when necessary, correct records; prepare written response to borrowers. • Identify, audit, investigate, and rectify departmental discrepancies. Review and verify maintenance entered by other users of… Show more Onboarded to apply banking and customer relations experience to assist borrowers in the loan servicing process. ★ Collaborate with internal teams and management to drive departmental success and operational efficiencies. ★ Document credit bureau report disputes: research and, when necessary, correct records; prepare written response to borrowers. • Identify, audit, investigate, and rectify departmental discrepancies. Review and verify maintenance entered by other users of the core system, for all loan types. • Prepare and process loan payments and perform Branch Capture end-of-day processing. • Perform loan maintenance changes to the core servicing system in accordance with current maintenance procedures as needed. • Process address changes in accordance with current address change procedures. Show less



Fulton Financial Corporation

• Banking
• 700 & Above Employee

• Sales And Services Specialist

  • May 2020 - Jan 2021

  Mechanicsburg, Pennsylvania, United States Customer-facing role, led the sale and referral of products through consultative conversations and Fulton Financial Center Sales Process, identifying customer needs and aligning them with the correct product solutions. ★ Opened new customer accounts and demonstrated knowledge of sales techniques and bank products to deepen customer relationships and serve clients. • Responsible for compliance, security procedures, and regulations as defined by management. • Assisted… Show more Customer-facing role, led the sale and referral of products through consultative conversations and Fulton Financial Center Sales Process, identifying customer needs and aligning them with the correct product solutions. ★ Opened new customer accounts and demonstrated knowledge of sales techniques and bank products to deepen customer relationships and serve clients. • Responsible for compliance, security procedures, and regulations as defined by management. • Assisted clients with transaction needs and accurately performed Teller transactions in accordance with bank policies and procedures. • Maintained adherence with audit, assessment, and compliance policies/procedures and standards.

• Head Teller

  • Aug 2017 - May 2020

  Mechanicsburg, Pennsylvania, United States Supervised and lead teller line while supporting, mentoring, and coaching team members. ★ Responsible for training new tellers in customer service and standard banking procedures to ensure uniformity of services provided. • Significantly contributed to a positive team environment by continuously coaching others, maintaining positive relationships with routine customers, and championing customer retention initiatives. • Assisted with the completion and documentation of… Show more Supervised and lead teller line while supporting, mentoring, and coaching team members. ★ Responsible for training new tellers in customer service and standard banking procedures to ensure uniformity of services provided. • Significantly contributed to a positive team environment by continuously coaching others, maintaining positive relationships with routine customers, and championing customer retention initiatives. • Assisted with the completion and documentation of routine bank audits. • Responsible for the completion of the monthly branch schedule which required tracking the weekly hours of employees as well as requested and approved vacation times.

• Full-Time Teller

  • May 2016 - Aug 2017

  Mechanicsburg, Pennsylvania, United States Processed standard teller transactions for customers including servicing client accounts, accepting loan payments, managing safe deposit box payments, cashing checks, balancing cash drawers, handling night deposits, and correcting discrepancies along with redeeming U.S. Savings Bonds applications to the Federal Reserve as needed. ★ Developed relationships that helped customers reach their financial goals, through customer engagement, product knowledge, and a consultative sales approach… Show more Processed standard teller transactions for customers including servicing client accounts, accepting loan payments, managing safe deposit box payments, cashing checks, balancing cash drawers, handling night deposits, and correcting discrepancies along with redeeming U.S. Savings Bonds applications to the Federal Reserve as needed. ★ Developed relationships that helped customers reach their financial goals, through customer engagement, product knowledge, and a consultative sales approach. Identified and developed opportunities to cross-sell bank products and services. • Turned customer issues into opportunities to deepen clients’ relationships. • Assisted in lobby management initiatives. • Ensured cash drawer was balanced and all supporting documentation was in line with cash receipts and client transactions.