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Customer Service Sales

Huntsville, Alabama, United States
October 18, 2016

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N. Danielle Coke

**** ****** ***** **

Huntsville, AL 35803

Phone: 256-***-****


Excellent organizational and time management skills in order to meet sudden deadlines.

Strong interpersonal, written and communications skills, with a proven ability to interact with personnel at all levels.

Caring leader who set/enforced highest standards of personal & professional conduct with nine years in supervisory positions in private industry.

Proficient in Microsoft applications (including Word, Excel, Outlook); LandTechSystems (Real Estate Settlement Software and ProForm

Successful in obtaining and achieving goals established by market director/supervisor.

Excel in working independently and as a team.


ADM Title Services (08/2016-current) Precloser and Postcloser

Coordinated real estate files by obtaining required closing documentation including payoffs, HOI, HOA information, etc.

Initiated file in ProForm software including legal description in preparation for the title commitment.

Daily interaction with lenders, real estate agents, and clients for verification and accuracy of closing details.

Responsible for reviewing closing packages for accuracy before shipment.

Disburse funds to appropriate parties.

Brinkley & Brinkley Law Firm (08/2015-08/2016) Real Estate Settlement Agent

Actively manage pipeline of 100 plus active orders.

Provide consistent updates to clients, partners, agents, and lenders concerning order status.

Review purchase contracts and deeds for quality and accuracy.

Prepare and review HUD Settlement Statements, TRID Disclosures, and Closing Documents for lender approval.

Obtain clear title by ordering title reports, resolving title defects, satisfying existing liens and encumbrances against property or principals; Prepare Owners and Lenders Title Policies for real estate using FHA, VA, USDA, and Conventional guidelines.

Prepare other real estate documents.

Disburse funds and documents according to lender instructions, payoff lender, title and other appropriate parties.

Proof recording documents and submit for recordation.

United States Department of Agriculture, Rural Development (5/2015 – 08/2015) Loan Technician

Provide Technical assistance and advice to applicants, borrowers, and lenders by explaining basic program eligibility or servicing and other requirements for the loan/grant and guaranteed programs administered by Rural Development (RD).

Reviews various loan/grant-making documents submitted for eligibility determinations or servicing actions.

Research payment information, assist borrowers with payment assistance functions.

Prepare and review closing related documents.

Responsible for records management to ensure loan/grant making, servicing, closing, and supporting documents are complete.

Works with supervisor to develop and implement an outreach and marketing program for assigned loan portfolios.

Iberia Bank (10/2013 – 05/2015) – Universal Banker

Responsible for generating/processing/closing loans for personal/business needs to meet profitability goals.

Called on current affiliates, Realtors, and builders to solicit mortgage loans including formal presentations to builders and realtors.

Execute loan application process in full, and assist processor in gathering information needed to approve loan.

Research payment information, assist borrowers with payment assistance functions.

Prepare and review closing related documents.

Provide optimal, accurate, and timely customer service involving daily processing of financial transactions in a retail environment.

Promote bank products and services through positive proactive sales, inform and educate customers about products, services and benefits.

Perform related duties as required to achieve banking branch goals (meet/exceed sales goals/referral goals, etc), and provide support to the Branch Manager.

Responsible for providing teller/platform support as needed in order to keep the lines to a minimum and customer service to a maximum.

Have a working knowledge and understanding of other bank services, i.e. Treasury Management, Merchant Services.

Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships, participate in client calling activities during special deposit/loan campaigns.

Assist Branch Manager with “on the job training” of new employees.

Participate in branch meetings to promote sales, product knowledge, and delivering exceptional customer service.

Assist Branch associates with all aspects of daily branch operations as needed including, but not limited to, conducting internal audits, analyzing financial statements to resolve problems/issues.

BBVA Compass Bank (10/2011 – 10/2013) – Associate Manager/Teller Supervisor, Huntsville, Alabama

Deliver an exceptional customer service experience. Maintained highest customer service scores in North Alabama district consistently for the past two years.

Responsible for leading, supervising and coaching the processes of the Branch Associates and all the functions related to the vault within delegated levels of authority and reaching and exceeding referral goals.

Prepare, process, and balance incoming and outgoing shipments of currency.

Perform all paying and receiving branch associate responsibilities. Ensure appropriate operational and security procedures in place for the total cash handling functions of the branch.

Participate in all the banking center sales, service and lobby management activities. Participate in all branch sales meetings held by the Branch Retail Executive.

BBVA Compass Bank (10/2009 – 10/2011) - Financial Sales Advisor, Huntsville, Alabama

Conducted studies and analysis of financial reports, and recommended and implemented remedial action to correct adverse trends and situations.

Presented oral reports on analyses, new products, profit and loss, gap revenues. Established, retained and deepened relationships with banking center customers and potential customers to achieve sales goals and provide excellent customer service.

Strengthened business development, sales, personnel recruitment training, customer relationship management, accounting, and financial reporting.

Coordinated financial issues, continuing resolutions, and made appropriate adjustments to current year accounts and future year budgets, and business development through sales activities.

Enforced established policies, procedures for disposition and control of funds through all phases of the bank.

Market retail banking products and services to mass market customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank.

Colonial Bank (04/1993-01/1998) - Personal Banker

Responsible for new account openings, cross-selling of all bank products, and exceptional customer service.

Achieved sales goals established by manager through direct selling and referral of deposit, loan and investment products and services.

Maximized the sale of retail products to all customers not in a portfolio. Strengthened customer relationships by professionally contacting existing and prospective customers. Responsible for completing a consumer profile on new and existing customer in an effort to cross-sell and refer all bank related products and services to the appropriate banking personnel.

Maintained daily records of products sold and other management reports as required. Responsible for all aspects of consumer direct and home equity related products, to include detailed benefit description, application acceptance and processing, as well as closing.

Ensured all account and loan documentation met consumer and business lending regulations, laws and policies. Demonstrated commitment and dedication by encouraging the support of the entire team toward the attainment of branch goals. Assisted customers with all service inquiries, and excellent working relations with team members.


University of North Alabama (08/1985 - 05/1991) Florence, Alabama Degree: Bachelor of Science - Major: Marketing

GPA: 3.00 Semester Hours: 120, Description: Business Administration Marketing


Attained the "Spirit of the Eagle" award Dec. 1996 which represents courage, spirit, ability, integrity, vision, and strength at Colonial Bank. Marketing For Bankers Course - 08/1996

Areas of expertise: Operational Organization, Budget Compliance, Product Presentation, Client Tracking, Plan Development, Resource Allocation, Procedure Implementation, Scheduling/Forecasting, Needs Analysis, Procurement Management, Service Delivery Management.

Proficient in the use of MS Word, Word Perfect, Power Point, Excel and Internet Explorer.

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