Jo Ann Leadley

206-***-****

adw535@r.postjobfree.com

Summary of Qualifications

Customer Service

Date Entry

Hard worker

Active Listener

Active Learner

Works well with others and alone

Professional Experience

Teller

Southwest Montana Community Federal Credit Union July 2022-October 2022

Greet and welcome members in courteous, professional and timely manner

Providing prompt, accurate and efficient member transactions

Receive share drafts/checks and cash for deposit to accounts, verify amounts examine share/draft checks for proper endorsement, and enter deposits into computer records

Assist with telephone, mail or night deposit transactions as needed and record proper information according to procedures

Cash share drafts/checks and process withdrawals, pay out money after verification of signatures and member balances

Place holds on accounts for uncollected funds

Receive consumer loan, home loan and other payments, ensure accuracy when posting to the computer.

Buy and sell currency from the vault as necessay. Ensuring that the drawer cash limits are not exceeded.

Ensure teller station is properly stocked with forms, supplies, brochures, etc

Balance cash drawer daily. Research and resolve any discrepancy to the supervisor as necessary

Provide inbound call support as needed

Obtain an up-to-date and comprehensive knowledge of all company's products and services.

Obtain an up-to-date comprehensive knowledge and abide by all company's related policies, procedures, rules and regulations.

Attend and participate in meetings as required.

Complete required courses as assigned for ongoing compliance and continuing eduction.

Report to work on time each scheduled day

1

Recorder August 2021-March 2022

Stewart Title

Review recording documents making sure documents are correct and accurate

Release recording documents when released

Sending recording numbers and invoices to specific companies

Bill files for premiums and recording fees

Send Premium checks with invoices to accouting

Go to the County when needed

Recorder

US Tech Solutions April 2021-August

2021

Review recording documents making sure documents are correct and accurate

Release recording documents when released

Send recording numbers and invoices to specific companies

Bill files for premiums and recording fees

Send checks with invoices to accounting

Go to the County when needed

Escrow Assistant

Rainier Title Dec 2016-Dec 2019

Use computers for various applications, such as database management

Answer phones

Assist in answering customer questions accurately and effectively

Work closely with the Escrow Closer/Manager

Collect Earnest Money and funds to close

Maintain and enter information into database making sure accuracy

Work closely with sellers, buyers, lenders and real estate agents

Review title commitment to make sure title clear for closing

Order any payoffs, HOA demands and municipality lien status and/or release

Performed general office functions such as photocopying, faxing, data entry and other duties

Requested additional information from lenders, realtors, sellers and buyers by phone, fax or email

2

Review lender instructions and upload loan documents to the file and send to the funder and lender for funding authorization

Disburse funds

Schedule signing appointments with sellers and buyers

Performing other duties as required

Assistant Title Officer/Recorder

Rainier Title Mar 2006-Dec 2016

Use computers for various applications, such as database management

Answering telephones answering clients questions accurately and effectively

Enter information into the database

Performed general office functions such as photocopying, faxing, data entry and other duties

Prepare Second reports and supplemental

Operate office equipment, such as copier/scanners

Review recording documents for accuracy

Release recording documents for recording to the county

Call back numbers to the sellers, buyers, lenders and real estate agent

Work closely with escrow, sellers, buyers, lenders and real estate agents

Bill files for premiums and fees

Accurately type policies

Education

Edmonds Community College

Associate of Arts Degree in Accounting

April 1993-June 1996

GPA 3.5

3

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