Data Entry Customer Service

Lucinda Jno Baptiste

907-***-**** ● Houston, TX ● ********@*****.***

SUMMARY

Seasoned Senior Financial Services Representative with 7 years of experience with financial records. Adept at investigating histories and discrepancies to resolve financial issues. Practiced in budget development and administration. Skilled team player with strong background in sales/service environments. Able to perform assigned tasks and projects beyond basics independently. Quick learner with excellent computer abilities. EXPERIENCE

Personal banker June 2022- Current

Advancial FCU West Houston,TX

Interviews loan applicants and processes applications. Gather background information and analyze credit history. Serves as liaison between members and the Credit Union. Provides account information, opens new accounts, and handles member's daily credit union needs.

● Include the following. Other duties may be assigned.

● Cross-sells a wide array of credit union products including loan products, deposit products and electronic services such as CUAnywhere and online banking.

● Meets established goals for acceptable penetration or monthly sales numbers on all ancillary loan products.

● Serves as subject matter expert and provides assistance to members about products that best meet their needs.

● Acting supervisor in the absence of the Branch Manager. This includes the opening and closing of branch as needed.

● Works loan to obtain approval from centralized lending and then closes loan with member. Responsible for securing liens on motor vehicles, and ensuring that the right documentation includes appropriate lien position on home equity loans.

Senior Financial Services Representative May 2015 - June 2022 Alaska USA FCU Anchorage, AK

Oversees branch operations and provides support to branch staff by training, developing and approving transaction authorizations in the absence of Assistant Branch Manager. Lead and motivate branch employees in cross-selling of products and services. Create positive experiences and build relationships with existing and prospective members through prompt, professional, knowledgeable and courteous service. Cross-selling and tailoring products and services by understanding unique financial goals of members. Mitigate risk by performing opening & closing procedures and implement dual-control as required.

Key Accomplishments:

● Often met sales goals set by the company listed on a monthly basis.

● Achieved member recommendation award for above and beyond service.

● Obtained notary commission to perform notarial acts and certifications. Mortgage Assistant Temp. Jan. 2015 - May 2015

Alaska USA FCU Anchorage, AK

● Assisted team members and managers with tasks to maintain productivity and meet project milestones.

● Supported operations with consistent maintenance and updates of corporate files and records.

● Followed established guidelines and procedures while completing required paperwork in a timely manner. Front Office Manager Apr. 2009 - Sep. 2014

Courtyard by Marriott Anchorage, AK

● Resolved conflicts and defused challenging situations between staff or guests with patience and diplomacy.

● Compiled daily, weekly, and monthly reports and spreadsheets for management review.

● Verified accounting transactions and cash handling procedures in compliance with company guidelines.

● Coordinated hiring, onboarding, and training of new staff in all aspects of office practices and procedures. EDUCATION

West High School High School Diploma: Business Graduated May 2006

● GPA: 3.5/4.0

SKILLS

Financial Investigating Supervising Experience Leadership Cash Handling Adobe Acrobat Microsoft Word Microsoft Excel Customer Service Data Entry 10 Key Calculator Typing Analytical Thinking Coordination LICENSES & CERTIFICATIONS

Notary Commission (Alaska)

NMLS

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