Experience

Chesapeake Bank

• United States
• Banking
• 100 - 200 Employee

• Business Development Officer, AVP

  • Jun 2020 - Present

  Kilmarnock, Virginia, United States

• Business Development Officer

  • Mar 2019 - Present

  Kilmarnock, Virginia

• Assistant Branch Manager & Customer Service Representative

  • Aug 2013 - Present

  Kilmarnock, Virginia From consumer loan underwriting to customer service sales and support. Review of consumer loan applications, credit reports, obtain personal financial information and other supporting documentation to assess total financial picture, and if needed obtain collateral information, deliver approval or denial and complete closing process. Also, daily, weekly, monthly and quarterly reports including: cash position reconciliation, branch security reporting, teller audits, cash item reconciliation… Show more From consumer loan underwriting to customer service sales and support. Review of consumer loan applications, credit reports, obtain personal financial information and other supporting documentation to assess total financial picture, and if needed obtain collateral information, deliver approval or denial and complete closing process. Also, daily, weekly, monthly and quarterly reports including: cash position reconciliation, branch security reporting, teller audits, cash item reconciliation, staff scheduling, cash advance reconciliation, safe deposit box audits including past dues. Opening/closing accounts, completed dispute forms, maintenance on accounts such as ownership changes, beneficiaries, power of attorney. Provide notary services as needed. Prepare/conduct coaching and performance evaluations with staff. Make myself available to staff and customers for support. Provide great customer service through our Chesapeake Experience and within our core values.



Bank of Lancaster

• Customer Service Manager

  • Oct 2008 - Aug 2013

  Kilmarnock, VA



Bay Landscaping

• Owner/Operator

  • May 2007 - Oct 2008

  Heathsville, Virginia Landscape maintenance including but not limited to: mulching, weeding, lot clearing, plantings and prepared landscape design plans Prepared and submitted bid proposals and invoices for jobs Supervised sub-contractors as needed on jobs Worked with heavy equipment including: tractors, skid steers, tampers, small hand tools, Microsoft Office i.e. Word, Excel and Power Point.



Bank of Lancaster

• Bank Teller

  • Oct 2005 - May 2007

  Kilmarnock, Virginia Duties Included: performing deposits/withdrawals/loan payments/redemption and/or sale of savings bonds, traveling as needed to assist other branches in the teller capacity



Chesapeake Bank

• United States
• Banking
• 100 - 200 Employee

• CD Reconcile Clerk/Proof Processor

  • Oct 2003 - Sep 2005

  Kilmarnock, Virginia