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Tallahassee, FL, 32301
... Also, loan booking errors were above acceptable levels. PL serviced a number of clients such as: McDonalds, NAPA, Aaron Rents, Ruby Tuesday and others. The operational risk associated with these clients relates to the bank having the corporate ...
- 2023 Mar 08
Bradfordville, FL, 32312
... Institutional Loan AE, CalFirst Bank Irvine, CA — 2014-2015 Locate, Originate and Place commercial loans with value of $250,000 to $35,000,000 Financial Adviser / Broker, Edward Jones San Juan Capistrano, CA — 2013-2014 FINRA Series 7 and 66 ...
- 2022 Oct 30
Tallahassee, FL
... records for each client and forward to the proper department Notify them of any changes that has been made to their records Loan Specialist One Loan Place - Tallahassee, FL November 2017 to January 2018 Ability to multi-task and handle high call ...
- 2022 Jul 17
Tallahassee, FL
CATHERINE STEVENSON adrdc1@r.postjobfree.com 786-***-**** Tallahassee, Florida 32309 Summary Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. ...
- 2022 Jun 11
Tallahassee, FL
... Sales • Administrative Experience • Quality Assurance • Banking • Loan processing • Information security • Upselling • Account management • Typing • Interviewing Assessments Data Entry — Familiar September 2019 Entering data quickly and accurately. ...
- 2021 Jun 04
Tallahassee, FL
... Pelham, GA • Conducted training sessions on customer service skills, telephone etiquette, collections, and processing loan applications • Published training materials and managed knowledge base for employees and clients • Collaborated with COO and ...
- 2021 Mar 16
Tallahassee, FL
... Executed various customer transactions, including but not limited to: receiving and paying out cash or other disbursements, cashing checks, accepting account deposits and withdrawals, accepting loan and credit card payments, issuing money orders and ...
- 2021 Jan 03
Tallahassee, FL
... Educated customers on variety of loan products and available credit options to promote valuable decision- making. Worked with regulatory representatives to complete accurate filings and maintain compliance. Coordinated special update and conversion ...
- 2020 Oct 12
Tallahassee, FL, 32399
... Created various Web forms for user login, account summary, loan applications and history pages using ASP.NET. Provided Production support for the maintenance of the application. Used custom error handling in Web API to pass proper error message ...
- 2018 Aug 09
Tallahassee, FL
... 400 people per event ENVISION CREDIT UNION Assistant Vice President, Marketing (2000-2011) • Responsible for growing membership, loan and deposit volume through marketing promotions, communications to members and public relations with the community. ...
- 2018 Mar 18