Susan Tate

Financial Services Specialist at BB&T
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Contact Information
us****@****om
(386) 825-5501
Location
Iva, South Carolina, United States, US

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Experience

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Services Specialist
      • Jun 2021 - Present

    • Customer Service Specialist/Teller
      • Feb 2020 - May 2021

    • United States
    • Security and Investigations
    • 1 - 100 Employee
    • Operations Coordinator
      • Aug 2018 - Feb 2020

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Teller
      • Aug 2017 - Jul 2018

    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Manager
      • Nov 2016 - Aug 2017

      - Maintain office cash with accuracy and security- Minimize delinquent debt through collection activities- Ensure compliance with state and federal lending regulations and company policies- Process new and current loans, payments, and insurance claims - Maintain office cash with accuracy and security- Minimize delinquent debt through collection activities- Ensure compliance with state and federal lending regulations and company policies- Process new and current loans, payments, and insurance claims

    • Financial Services
    • 700 & Above Employee
    • Customer Service Representative
      • May 2015 - Nov 2016

      - Handled customer transactions while ensuring exceptional customer service is provided at all times- Managed and controlled cash drawer and determine when bank deposit was needed- Minimize delinquent accounts by collections activities including field work- Work out payment plan options, have approved by GM/SM - Handled customer transactions while ensuring exceptional customer service is provided at all times- Managed and controlled cash drawer and determine when bank deposit was needed- Minimize delinquent accounts by collections activities including field work- Work out payment plan options, have approved by GM/SM

    • United States
    • Retail
    • 200 - 300 Employee
    • Customer Service Representative
      • Apr 2014 - Jan 2015

      - Handled customer transactions while ensuring exceptional customer service is proved at all times- Balance cash drawer. Could also include counting safe.- Lottery and Money Order - Handled customer transactions while ensuring exceptional customer service is proved at all times- Balance cash drawer. Could also include counting safe.- Lottery and Money Order

    • United States
    • Financial Services
    • 500 - 600 Employee
    • Account Manager
      • Sep 2012 - Apr 2013

      - Minimize delinquent debt through phone collections to reach company goals- Ensure compliance with state and federal regulations- Delivering exceptional customer service - Minimize delinquent debt through phone collections to reach company goals- Ensure compliance with state and federal regulations- Delivering exceptional customer service

Education

  • Piedmont Technical College
    Associate's degree, Administrative Office Technology-Medical
    2016 - 2017
  • Kerr Business College
    Associate's degree, Accounting
    2002 - 2003
  • Piedmont Technical College
    Associate's degree, Administrative Office Technology-Medical Coding and Billing
    2013 - 2015

Community

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