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Service Representative Account Officer

Location:
Moline, IL
Salary:
41,600
Posted:
August 08, 2022

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Resume:

Karina Gonzalez

309-***-****

*********.**@*****.***

Education

United Township High School Class of 2013

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

East Moline, IL 61244 309-***-****

Black Hawk College – 2 years

6600 34th Ave, Moline IL 61265 309-***-****

Work Experience

IHMVCU

July 2013- August 2014

Bilingual Member Service Representative

Providing excellent & accurate customer service experience to both English & Spanish speaking members

Deposits, withdraws & etc involving the member’s account

Balancing before & after my work day

Successfully completing opening & closing duties in the branch

Recognizing opportunities that would benefit member’s needs & offer products/services that would make banking easier

Starting the process of opening accounts, CD’s & cashing out savings bonds

The Family Credit Union

August 2014- February 2016

Float Bilingual Member Service Representative

Assisting all branch locations when they need me

Processing transactions for member’s in a timely & efficient manner

Assisting with opening/closing duties

Double verifying cash sells/buys from the vault & balancing the vault at the end of the work day

Scanning work into the system so that we have all files updated

Translating for loan officer’s when a Spanish speaking customer is in need of assistance

Triumph Community Bank/ TBK Bank

February 2016- September 2019

Bilingual Teller

Managing opening/closing duties with another coworker to double verify the procedures

Helped in double verifying any cash sells/buys to the vault, getting the coin bags ready for pickup & processing night-drop deposits

Collected property tax payments from customers/non-customers

Issued license plate stickers for customers/non-customers

Balanced my drawer in the beginning/end of every shift

Balanced the vault

Helped customers access their safety deposit boxes

Assisted customers with transactions/loan payments

Completed deposits, withdraws & check cashing for non-customers

Provided memorable customer services experience & translated when my assistance was needed

Loan Operations Specialist I & II

September 2019-September 2021

Reviewing new/renewal/CIT booking packages sent to our ticket queue & making sure all the needed documents are included

Moving the loan from Laserpro to Navigator with the correct loan/customer information

Adding the required flex fields for specific loans/ creating collateral if it does not flow over as needed

Adding insurance ticklers to real estate collateral

Adding tax parcels to Infopro

Setting up escrow schedules for real estate loans & property insurance payouts as well

Quoting payoff for existing loans in our banking system

Updating customer information to their portfolios/lines & loans

Verifying rates & T-bill report

Reviewing payment change report every day

E-statement report & making sure all loans are set up when requested

Processing online entries (loan advances, payoffs & loan payments)

Checking the previous day’s work to make sure everything posted as it should(payments split how the loan is setup)

Experience in booking PPP loans/deferred loan payments

Experience booking consumer loans

Mail payments, payoffs(mailed/faxed), pay by phone payments processed correctly

Floating Account Officer

November 2021- current

Assisting members with financial applications including accounts, loans & credit cards

Selling the correct products to members who would benefit from those depending on their situation

Disputing transactions on members cards/accounts

Assisting the call center with phone calls from members when there is down time (balance inquiries, transfers, loan payments, account questions/concerns)

Assisting Spanish speaking customers on the phone, in office or on the teller line when needed

Ordering checks, debit cards & flagging cards when lost/fraud

Helping tellers with coin/cash requests, members into their SDB & helping as much with opening/closing duties

Archive documents for member application

Adding/removing joints on accounts

Sitting down with members & giving them the best financial advice based on their situation – doing what’s best for the member



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