Customer Service Manager

Teri McDonald

Email: ********@************.***

Address:

City: Ridgecrest

State: CA

Zip: 93555

Country: USA

Phone: 760-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

Seasoned loan officer with 20 years experience reviewing and processing financial transactions.

Educational Background:

High School Dipolma from Mesquite, Ridgecrest CA 1/2001 to 5/1975 (History)

Job History / Details:

Career Focus

Seasoned loan officer with 20 years experience reviewing and processing financial transactions.

Summary of Skills

Consumer banking specialist

Accounts Payable

Exceptional customer service

Financial analysis

Consolidations

Credit and Collections,

Debt and credit management

Excellent time management skills

Problem resolution

Insurance eligibility verification

Travel Planning,

Cash flow management

Professional Experience

April 2008 to Current

Kern County DHS Ridgecrest, CA

Office Service Assistant

Front desk reception dealing with multiple tasks simultaneously: tactful information gathering to deliver excellent customer service in social services office, telephone calls received and forwarded to appropriate personnel, scan documents and provide receipts to clients, fax and receive documents, deliver documents to drop boxes, sort and track mail, copy documents, provide data entry, organize calendars and schedule appointments for eligibility workers.Maintained friendly and professional customer interactions.

November 2006 to March 2008

Advance America Ridgecrest, CA

Assistant Manager

Responsible for drawers and safe balances daily, opened and closed center (key carrier), received money from collections, supervised employees, responsible for new employee training.Maintained and prioritized daily tasks and projects including: call logs, appointments, travel, expense reports and general errands.Oversaw inventory and office supply purchases. Performed accounts payable and receivable.

Scheduled and processed travel orders.

June 2001 to October 2005

Alta One Credit Union Ridgecrest, CA

Loan Officer

Performed credit checks, reviewed and processed loans by phone, internet, indirect and internal.Processed home equity lines of credit, implemented credit resource insurance, responsible for loan records,.

performed notaries, supervised and trained employees, performed loan certification; acted as lead supervisor when needed in absence of Loan manager.Cross-trained and provided back-up for other customer service representatives when needed.

November 2000 to June 2001

Searles Lake Credit Union Ridgecrest, CA

Branch Manager

Processed loan applications, opened accounts, acting manager in absence of CEO, monitored loan applications, approved and rejected.

loan applications, responsible for human resource functions: application review, hire determinations, terminations based on performance reviews, recommended pay increases for employees.

Directly supported CEO in managing operation workflow.

June 1983 to August 1995

Alta One FCU Ridgecrest, CA

Sr.Loan Officer

Performed credit checks,implemented credit resource insurance, responsible for loan certification. performed notaries, supervised and trained employees, performed loan certification; acted as lead supervisor when needed in absence of Loan manager.Cross-trained and provided back-up for other customer service representatives when needed.

Education

Mesquite High School Ridgecrest, CA

High School Diploma

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