Tara E. Harris

Branch Manager at Regional Finance Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
Foley, US

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Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Branch Manager
      • Apr 2021 - Present

      Bay Minette, Alabama, United States

    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Manager
      • May 2018 - Present

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Assistant Manager
      • Feb 2016 - Present

      Foley, AL Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications. Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts. Record applications for loan and credit, loan information, and disbursements of funds, using computers. Check value of customer collateral to be held as loan security. Contact customers by mail, telephone, or in person concerning acceptance or… Show more Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications. Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts. Record applications for loan and credit, loan information, and disbursements of funds, using computers. Check value of customer collateral to be held as loan security. Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications. Show less

    • Sales Manager Assistant
      • Oct 2013 - Feb 2016

      Foley, AL Provide services to customers, such as order placement or account information. Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, and correspondence. Use computers for various applications, such as database management or word processing. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.

    • Assistant Insurance Processing Clerk
      • Nov 2011 - Feb 2013

      Foley, AL Prepare insurance claim forms or related documents and review them for completeness. Correspond with insured or agent to obtain information or inform them account status or changes. Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards. Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.

    • Supervisor
      • May 2004 - May 2011

      Assign duties, responsibilities, and work stations to employees in accordance with work requirements. Keep accurate records of monetary exchanges, authorization forms, and transaction reconciliations. Answer customers' questions, and provide information on procedures or policies. Compute and record totals of transactions.

Education

  • James H Faulkner State Community College
    Associate of Arts - AA, Humanities/Humanistic Studies

Community

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