Banking Specialist II
Resume:
Laurie J. Harrison
** *** **. ** ******, ME *****
acqopj@r.postjobfree.com
SUMMARY
I have 5 years of working within banking and over 18 years of experience within the Administrative/Office field. Most of my experience has come from within non-profit of Catholic Charities Maine. I have excellent computer skills with the ability to learn new tasks. I have several strengths, such as, excellent customer service skills, working within diverse atmospheres, accepting feedback, and being an extremely fast learner.
TECHNICAL SKILLS
Proficient with MS Windows 95, 98, MS Word, 2000, 2003, 2007
MS Excel; MS PowerPoint; MS Outlook; MS Access
Phone Support
Strong Initiative
Analytical Thinking
Customer Service Skills
Kronos
Citrix
DOS
PeopleSoft
Cisco
Relationship Manager
Ovation
Fidelity/Vector
Internet searching skills
Excellent verbal & written communication
Tax Preparation Experience
Team Player
Quick learner
Adaptable
Fi-Serve
Store Admin
E-Collect
Lotus Notes
IEX
CMSE Card Management
Multi-line switchboards (inbound & outbound)
Adobe Creative Suite
Anasazi Database
EMPLOYMENT HISTORY
TD Bank, N.A. Financial Solutions Group
Banking Specialist II; May, 2014 – current
In May, 2014 I was promoted to a Banking Specialist II within Financial Solutions Group. My role consists of the following: consumer loan applications; quoting APR rates/quotes; understanding/servicing Escrow accounts; processing payments; assisting branches by providing information & assistance; payoff quotes; callbacks to customers on loan decisions; process of customer escalations as needed; opening checking /savings accounts; credit card applications; offering customers financial advice/ideas on products; adhering to compliance; sales goals; customer adherence as well as other duties as assigned or required.
TD Bank, N.A.
Banking Specialist I; May, 2013 – May, 2014
I have been employed with TD Bank, N.A., since May, 2013 as a Banking Specialist I in the Contact Center in Auburn, ME. Since my employment within TD Bank, I have met all sales goals, as well as created fans and was entered into the League of Excellence, due to sales.
Pioneer Recruiting, Contract Position
Clerical Assistant III; September, 2011 – March, 2013
I was previously employed with Bank of America as a Clerical Assistant III. Within my position, I assisted with pricing proposals for companies who maintained over 50 MM in spend out, along with a check count of over 10,000 for vendors; I assisted with the preparation of comprehensible proposals, PMX proposals, tracking financial benefits, vendor information, and updating accounts such as receivables/payables; I worked primarily with MS Excel and MS Outlook; I also created PowerPoint Presentations as needed; and maintained high confidentiality.
Preval
Sales Associate; March, 2011 – July, 2011
I was a Sales Associate for an in-bound call center.
Joyful Harvest
Site Coordinator; September, 2010 - November, 2010
I was employed part-time as a site coordinator. My primary function was assisting children with homework, projects, reading, etc. as well as maintaining attendance records.
Catholic Charities Maine, Homemaker Program
Homemaker; May, 2009 - November, 2009
I assisted clients within their home and the community with daily living skills.
Wright Express, Contract Position
Customer Service Representative; September, 2007 - March, 2008
Worked within a call center using DOS & PeopleSoft; assisted clients with their accounts such as account balances & suspensions; created passwords; approved service & fuel authorizations; communicated with other fleet services such as GE Capital, ARI, Wheels, Lease Plan, Hess, Valvoline, Gulf, Sheetz, QTrip.
Aetna, Contract Position
Sr. Administrative Assistant; March, 2007 - May, 2007
Scheduled & maintained the Director's calendar, business meetings, and travel arrangements; weekly expense reports; interacted with employees in regards to yearly trainings & updates; primarily worked with PeopleSoft software; typing, filing, faxing.
H & R Block
Tax Associate I; Tax Seasons 2006 & 2007
Prepared yearly income taxes for clients using PeopleSoft software; knowledgeable of tax documents and laws; participated with tax courses as required.
Maine Employers Mutual Insurance Company, Contract Position
Underwriting Department; Sept., 2006 - Jan. 2007
I assisted senior underwriters with renewal quotes; maintained information in Excel and researched insurance losses within the Internet.
Catholic Charities Maine/Support & Recovery Services
Administrative Assistant II; Nov. 2002 - March, 2004
I supported a team of case managers who worked with mentally ill adults; maintained billable hours within Anasazi; created/maintained spreadsheets; updated client demographics and diagnosis along with identifying billing codes for Medicaid; updated medical information such as current medications and HIPPA forms; trained employees with CCME database, Anasazi; prepared 90-day audits as required by the state; maintained high confidentiality; phones, faxing, copying.
Catholic Charities Maine/St. Elizabeth's Child Development Center
Administrative Assistant I; March, 1998 - Dec., 2002
Ability to work 1:1 with the Program Director/Assistant Director; assisted the Business Manager with Medicaid billing, which included updating diagnoses; AP/AR; weekly deposits; invoices; purchase orders; running budget reports; updating/maintaining three databases within MS Access; created forms and applications; tracked client demographic and financial information; assisted employees with IT needs; filing management; faxing; copying; phones.
EDUCATION
2015 Kaplan University; Bachelor of Science in Business Administration (currently enrolled time as of May 13, 2015)
2010 Kaplan University; Criminal Justice Program (GPA 3.95 completed 50 credits)
2005 H & R Block Tax School; knowledge of tax preparation & information
1998 Portland Adult Education; MS Access and MS Excel
1998 Westbrook Adult Education; Received my Sales Agent License in Real Estate
1997 Andover College; Intro to Computers, Personal Dynamics of Psychology, Typing, and Family Law
1991 Southern Maine Technical College; Criminal Deviance and Bartender Course
1989 Graduated from Westbrook High School; Accounting, Business Math, LTRM (Listening, Time, Records, Management), Typing,
10-Key, Transcription, Computer Programming
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