Patty Boswell
Deale, MD *****
Summary:
Seeking long-term employer that will facilitate professional growth and knowledge possesses 20 years of professional experience in Customer Service and Banking Specialists. Good motivator with excellent Customer Service Skills, and Excellent problem solving skills. Ability to balance, multiple task simultaneously and capability to work independently and as part of a team. Skills:
Customer Service
Cash Handling
Data Entry
Sales
Self-Starter
Processor
Trouble Shooting
Experience:
Loughlin Management-Annapolis,MD 21401
Account Receivable Specialist-July 2017 to present Process incoming payments
Post payments to tenants accounts
Run reports from Click Pay program to import to tenants account. Post rental and mortgage payments
Install remote bank scanners for deposits
Answer tenants and owners questions about the accounts Severn Savings Bank – Annapolis, MD 21401
Personal Banker II / Assistant Head Teller – 04/2017 to present time
Manage and resolve customer problems using service quality guidelines
Open new accounts according to established policies and procedures
Process and settles transactions in an accurate and efficient manner. Follows all established policies and procedures written to comply with security and compliance regulations.
Act in accordance with all compliance guidelines.
Must comply with cash drawer limits established by Retail Banking Department
Current knowledge of commercial bank products and services are required to cross-sell. Experience in customer service and cash handling.
Ability to operate on line teller terminal and balancing a cash drawer and vault.
Perform duties of both a Teller and Customer Service Representative.
Participate in sales activities to meet and exceed sales goals.
Comprehend and apply knowledge of product offerings in order to promote the benefits of additional bank service and make appropriate recommendations.
Accurately and efficiently processes a variety of daily currency transactions.
Ability to operate office equipment including computer software and 10 key calculator and drive thru facilities.
Knowledge of program of Fiserv Cleartouch
Mortgage Processor Assistant - 01/2016 to 04/2017
Prep Borrowers files
Order Appraisal’s
Order Home Owner Insurance to update the Mortgagee Clause
Process and disclose Loan disclosures to the borrowers within the HMDA 3 day regulation
Processed withdrawal, cancel and denial request with in the HMDA Compliance regulations
Process Full Verification of Employment forms to borrowers Employer’s
Process Verbal Verification of Employment within 10 days of settlement
Sent out Notice of Incompleteness letters to borrowers on Documents that are needed for the loan.
Order Tax Transcripts through Data Verify for Borrowers.
Order and cancel Flood Insurance
Review Credit report when prepping file.
Scan documents and uploaded into the Borrowers file.
Knowledge on computer program Mortgagebot.
Head Teller/Teller – 07/2011 to 01/2016
Opened and close branch
Organized and removed files that had been truncated in the branch
Managed deposits, withdrawals, transfers and check cashing
Process loan payments
Verify customers identification and signature and balance information
Open/close accounts; Open and closed debit cards and handled account maintenance; place stop payments on checks.
Contribute to achieving branch sales goals by recommending products and services that meet customer needs.
Solid knowledge of banking regulations and compliance matters; adhere to security and compliance procedures for protection of cash and other assets.
Managed teller line; supervisor of two tellers
Maintained the Vault ; order money each week for branch and associated security procedures
Handle responsibilities of approving transactions and scheduling workflow.
Provides excellent customer service while processing transactions and recommending additional products and service to meet customers’ needs.
Responded to email inquiries submitted by different departments to perform appropriate maintenance.
Audited cash drawers, ATM, teller cash dispenser and main vault to balance daily
Oversaw daily operations and balancing of branch at the end of day
Remained knowledgably on fraud and security bulletins
Trained employees on cash drawer operations
Call Center – 06/2010 to 07/2011
Answer in bound phone calls and provide timely excellent customer service
Respond to customers inquiries, providing information on bank accounts, policies, products and services
Consult with customers to evaluate needs and determine best options
Verify Customers by asking date of birth, name and passcode questions
Assist Customer through online and phone banking problems
Counsel customers on options for service and coverage
Provide Customers with billing and outstanding payments information
Researched and resolved service –related problems
Provide Customers with information on account status and check/ instrument clearance
Process Customers transactions, transferring funds between accounts, making loan payments, withdrawals and data entry to update customers files
Provide Customer information on Mortgage Loan and other Banking Products
Promptly respond to general inquiries from members, staff and clients via telephone, mail e- mail and fax
Maintain customers’ accounts ( including lost/stolen checks, check cards and stop payments)
Cross sell bank products and services based on customer needs, in accordance with banks program standards
Receptionist – 06/2009 to 06/2010
Answering email, phone calls, and transferring calls to the respective staff member
Distributed incoming mail and processed outgoing mail
Maintained adequate stock of office supplies and placed ordered as required
Greeted, guided and assisted customers and visitors
Listening patiently to queries and concerns of customers and guiding them to proper personnel
Handling basic or general queries at personal level following bank’s policies and procedures
Provided administrative support to the daily functioning of the bank
Managing courier, postal, and messages for the banking staff
Maintain scheduling Board meetings and other meetings Education
High School – Elizabeth Seton High School Bladensburg, MD Class of 1986
References-
On request