Sign in

Assistant Customer

Charlotte, NC
September 06, 2019

Contact this candidate


LaTonia L Berkley-Taylor

**** ********** ****** *****, *** 219

Charlotte, NC 28270


Education: _ BA in English

Graduated May 1998

Russell Sage College, Troy, NY

Honors: _ Higher Education Opportunity Program Achievement Award

Who’s Who among Students in American High School Students


Experience: Secretary, Enlarged City School District of Troy, Troy, NY

August 2014 – Current

* Answer inquiries thru email, phone, mail and in person

* Process all new and transfer student files

* Send out informative letters

* Enter all information into eschool data

* Enter all requisitions into NVision and WinCap

* Monitor employee attendance and input attendance codes

* Create various forms and letters

* Ran various reports daily, weekly, monthly

* Create documents thru Microsoft Excel, Microsoft Word

* Filing and other duties as/or assigned

* Order supplies and kept inventory up to date

* Kept confidential files & confidential information

* Scan documents

Retail Lending Program & Credit Analyst, Pioneer Savings Bank, Troy, NY

September 2005-August 2014

* Maintain customer/bank confidentiality

* Approve/Decline both consumer & mortgage loans

* Reviews credit reports, appraisals, title searches etc.

* Run various reports daily, weekly, monthly & quarterly

* Review customer documentation

* Answer questions through the mail, phone and email

* Check for loan accuracy

* Filing and other duties as/or assigned

* Prepare all necessary documents for closings & various mailings

* Enter loan in DU systems, and other fannie mae software, & pmi

* Review bank policies & procedures

* Scan appropriate files to system

* Verifying files that are scanned to make sure in system correctly

* Review appropriate forms for regulatory changes

Consumer Loan Processor, Pioneer Savings Bank, Troy, NY

October 1998 - September 2005

* Multitasking

* Ran various monthly and daily reports

* Processed customer applications

* Sent out numerous mailings

* Answered customer inquiries by mail and phone

* Prepared all necessary paperwork for the loan process & closings

* Ran credit and flood certifications

* Ordered title search & title run downs

* Checked loan for accuracy

* Filing and other duties as/or assigned

Keyboard Specialist, NYS Department of Motor Vehicles, Albany, NY

July 1998-October 1998

* Entered accident records into motor vehicle software program

Secretary, Dev. Disabilities Planning Counsel, Washington Ave, Albany

May 1997- May 1998 (Temporary Job)

* Handled various customer complaints and problems over phone

* Filing

* Typed legal documents

* Ran daily, weekly & monthly reports

Court Assistant, Bronx Supreme Courthouse, Bronx, NY

June 1992-August 1992 & June 1993 & August 1993

* Typed up documents for criminal files

* Filing

* Ran various reports and errands

Computer Skills: Microsoft Word, Excel, Outlook, Access, Powerpoint, AESOP, Powercalc, Morvision, Horizon, WinCap, Mortgagebot, Eschool

Contact this candidate