Customer Service Management
Resume:
Monica Smith
Dallas TX *****
Phone (: 773-***-****
Email:**************@*****.***
Summary of Qualifications
Over ten years of exceptional banking skills with strong customer management and customer expertise. Extensive background in providing the best overall banking expertise in retail banking, compliance regulatory guidelines and loan servicing. Superior communication skills utilized to proficiently interact at all organization levels including training operational staff, clients and vendors. A high achiever in the overall banking and customer service industry with great success in reaching ultimate goals.
Education
Bachelor of Science and Administration (Jan 2004-June- 2008)
East West University Chicago IL
School of Business and Public Management.
Studies included Business Administration, Accounting, Finance and Psychology Courses.
Received certificate of honors dean list and student mentoring groups.
Work Experience
Synergy Bank: Loan Specialist (August 2015-Present)
Strong ability to read and analyze various loan documents including deed of trust, insurance and promissory notes for accuracy.
Process post-closing for various loans from SBA, Vehicle, Mortgage, Consumer, Unsecured and Secured loans.
Servicing loans with ACH, Disbursements, payments, Wires, payoff quotes and monitor rate changes.
Process secondary market loan payments and review billing statements for accuracy prior to mailing.
Effectively balance department general ledgers and non-posted transactions.
ABC Bank: Universal Personal Banker (July 2011-June -2015)
Awarded quarterly employee for outstanding customer service and account quota goals for 2014.
Managed complete banking relationships with personal and business entities.
Utilized a proactive and disciplined approach to generate growth and development within organization. Assisted with areas of community involvement, business development, vault assistant and marketing product and services.
Ensured compliance rules and regulations and adhered to all bank policies, procedures and regulations. Responsible for opening checking, savings IRA and various business accounts for different organizations.
Effective ability to approve and understand trust accounts, affidavits and business documentation.
Liberty Bank and Savings: Universal Personal Banker (Dec 2007-July-2011)
Provided quality customer service while opening various accounts while meeting monthly quotas.
Advised and Educated clients regarding direct deposits, money markets, savings and other investment products.
Assisted with overall upkeep of branch ordering, maintenance, scheduling and servicing.
Provided teller services including processing transactions such as deposits, withdrawals, cashing checks and vault balancing.
Mimi Maternity: Supervisor (Dec 2006-Dec 2007)
Assisted customers with apparel and various maternal fashion designs.
Responsible for payroll, merchandising, shipment and various department store duties.
Aramark/Loyola University: Associate (June 2004-Dec 2006)
Assisted management and staff with daily operations on campus ordering, staffing and inventory.
Acted as Liaison between catering and grocery store facilities on campus.
Performed various management duties training and implementing new product development.
Sears Tower: Supervisor (Oct 1999-May 2004)
Recruited, developed and supervised over 40 employees and retained a high performance sales team.
Administered all tourist activities involving clients.
Effectively controlled cost through accurate timekeeping and operated within budget.
Qualifications
Strong Analytic and problem solving skills in various areas.
Well-Positioned to leverage and provide ongoing professional growth.
Strong ability to multitask, develop and ensure operational success.
Efficient in various banking software and systems.
Trained and supervised staff in different industries for success.
Fiserv systems
Banc- Pac systems
Co-Pilot Systems
Navigator and Fiserv Systems
Pcfs and USDA banking systems
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