Customer Support Loan Documentation

Laura Giesler

864-***-**** ****************@*****.***

Objective

With 9 years Consumer and Commercial Loan Origination and Operations experience, along with 16 years in the Banking Software industry, my goal is to obtain an Remote, full-time position that offers variety and interaction with people in a positive and helpful manner.

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Education Columbia College, Columbia, Missouri

Associate of Arts Degree

Current Employment Anderson County Voter Registration & Elections Office

Senior Registration Clerk (06-2023 to present)

Experience

BANKING INDUSTRY (1978 – 2005)

Consumer Loan Retail Operations

Held the following positions within the department over a 6-year period:

Loan Processing and Boarding

Payment and Payoff Processing

Insurance Verification

Collateral Perfection/Lien Recording

GL Balancing

Loan Documentation Review

Loan Documentation Specialist

Reviewed all Consumer (included HELOC loans) and Commercial Loans for regulatory compliance, created spreadsheets to track loan exceptions, consulted with loan officers regarding loan documentation requirements prior to closing, acted as liaison between the main office and loan servicing center.

Senior Business Banking Assistant

Processed Commercial Real Estate Loans from application through closing/funding, provided customer support services for business banking clients, developed and implemented loan processing and documentation checklists which improved productivity and greatly reduced the number of loan exceptions, trained new business banking assistants.

BANKING SOFTWARE INDUSTRY (1986 – 2000)

Loan Applications Specialist

Taught software application classes to clients in a classroom setting. Met with executive banking clients quarterly to discuss software design issues. Assisted bank management personnel with streamlining procedures to achieve maximum productivity freeing bank employes to cross sell products to customers. Met with Software Development Manager to explain design changes, helped to design data input fields and screens and reports to meet customer needs. Created software installation manuals and provided customer support during software upgrades.

Software Conversion Specialist

Planned and performed software conversions at client sites. Trained and supported tellers, customer services reps and loan officers for two weeks post conversion, which included resolving software conversion issues, and assisting bank management in defining and implementing tasks and procedures to improve productivity.

Technical Publications Manager

Designed, wrote, and published software manuals for all systems per programming specifications. Supervised technical writing staff, trained new hires, and evaluated staff performance. Edited documentation written by staff for consistency across manuals and ensuring adherence to department writing standards.

Employers:

Atlantic Bank of Orlando

Florida National Bank

Riverside Bank of Central Florida

AmSouth Bank

Systeme Corporation

CUSO Management Group

Alltel

Skills:

Microsoft Office

Microsoft Outlook

AS400

Verbal and written communication skills.

Mindset:

Believing in excellent work ethic.

Providing outstanding customer service.

Listening to customer needs.

Planning and managing proactively.

Desiring to always learn new skills.

Communicating effectively and respectfully with co-workers to accomplish goals.

Soliciting ideas from co-workers to improve productivity and services provided to clients.

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