Customer Service Insurance
Resume:
SHELLY D. OTIS-MORAN
MISSOULA, MT 59803
OBJECTIVE: An employment opportunity that allows me to continue to use my
knowledge, efficiency and organizational skills as well as
continue to increase and share my knowledge in any or all areas
of the banking industry.
FAMILIARITY: I've worked in financial industries for over 18 years and
enjoy it immensely. I am extremely self motivated, dedicated,
and organized.
EXPERIENCE: 3/2000-Current First Security Bank of Missoula Missoula, MT
. Floor Plan Administrator for all areas of the flooring
lines that First Security Bank deals with; managing $25M
portfolio daily by typing the loan documents, flooring all
advances, paying down of all units, controlling all
accounts, administrating the billing & payments, keeping
spreadsheets for various tracking of units and titles,
MSO's or lien filings, delivering and/or picking up
titles/MSO's, taking flooring line clients out to lunch,
and performing the dealership inventory inspections, as
well as whatever else is needed.
. Supervisor of the Consumer Loan Department Processors,
which includes the following of: keeping up to date on any
Regulations and Regulation changes within the loan areas
and providing any training and materials to staff as well
as up-keeping Laser Pro to fit in with those regulations,
which may require actual new Laser Pro loan products.
Performing a daily review of loan codes for Consumer loans
boarded and periodic file review, as well as oversee all
Consumer HMDA and input data. Attend all SLTV & FHLB
internal meetings with other department
supervisors/administrators and perform any clean up,
queries, coding verifications, review for audit, etc.
Perform monthly and/or daily tracking for other departments
(i.e.: accounting) as pertaining to flood determinations,
on-line appraisals, credit life and disability insurance
problems, LPC issues, etc. Maintain a spreadsheet on all
consumer escrow loans to make sure all taxes and insurance
are paid in timely manner. Perform periodic CD vault
audits to make sure all collateral is secured properly.
. Consumer and Commercial Loan Processing, which consists of
typing loan documents, filing property liens, tracking
insurance coverage, tracking personal and business
financials, disbursing funds, performing searches on
businesses, running credit reports, running flood
certifications, tracking HMDA/CRA issues, balancing life
and disability insurance filings and rebates, compliance
issues, etc.
. Back up for new accounts department on personal and
business checking and savings accounts, establishing CD's,
closing accounts, account transfers, ordering checks and
debit cards, etc.
. Perform Customer Service issues with accounts, loans,
wires, transfers, or any other assistance needed.
. Attending yearly compliance seminars and Harland seminars,
and attending as many webinars and seminars that have to do
with anything related to Consumer rules and regulations.
Commercial ones as well.
. Underwriting of ACH and wire limits for customers
requesting this service. Evaluating these credits on an
annual basis as well.
2/1997-3/2000 First Interstate Bank Billings/Missoula,
MT
. Consumer and Commercial Loan Processing, which consists of
typing loan documents, being the sole person completing
letters of credit, filing property liens, tracking
insurance coverage, tracking personal and business
financials, disbursing funds, performing searches on
businesses, running credit reports, running flood
certifications, tracking HMDA/CRA issues, balancing life
and disability insurance filings and rebates, compliance
issues, etc.
. Commercial Drive-up teller, which consists of dealing with
extremely large amounts of cash, daily balancing, issuing
cashier's checks, money orders, etc.
5/1994-4/1997 Radisson Northern Hotel Billings, MT
. Front Desk PM Supervisor, which included supervision of not
only front desk staff, but manager on duty shifts, which
included the entire hotel of a restaurant and bar, as well
as the hotel itself, from 3-11P.M. Regular duties
consisted of checking in and out guests, receiving credit
card or cash payments, entering reservations, answering
phone calls, doing cash drops and audits, customer service,
and assistance of any other department if needed.
. Part time Night Auditor, which included (besides what is
listed above) balancing entire day's receipts of the hotel,
bar, and restaurant and all reports needed to verify this.
EDUCATION: 9/1993-5/1994 Eastern MT College Billings, MT
. General college studies.
8/1989-6/1993 Sentinel High School Missoula, MT
REFERENCES:
Jim Farrington Amber Taylor Alison Chapman
1241 Park Ln 3300 S Russell 210 Rimrock Way
Stevensville, MT 59870 Missoula, MT 59801 Missoula, MT 59803
406-***-**** 406-***-**** 406-***-****
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