SHANNA
POPPENHEIMER
***********@*****.***
Professional Summary:
Accomplished financial professional with over two decades of diverse experience in loan processing, collections, and office management. Recognized for delivering exceptional customer service and navigating complex financial landscapes. Proven success in both collaborative team environments and independent roles. Specialized in process optimization, compliance adherence, and effective team coordination.
Professional Experience:
CIS Financial Services Underwriter (2020-2022):
Remote management and review of customer loan applications, ensuring compliance with financial regulations and company policies.
Upheld high standards of customer service while balancing efficiency with compliance needs.
Ultimate Home of Patio Solutions Office Manager (2006-2016):
Oversaw daily operations, ensuring smooth workflow and optimal staff scheduling.
Implemented management strategies that enhanced office efficiency and team productivity.
City of Hamilton Collection Agent (2005-2006):
Successfully collected over $60,000 in delinquent payments within a 6-month period, utilizing advanced negotiation and communication skills.
Maintained meticulous records of collections and communications.
CIS Financial Services Loan Officer (1998-2003):
Reviewed and processed credit applications for mobile home loans, providing on-site financial and insurance sales support to dealers.
Championed customer service, enhancing satisfaction and loyalty.
Education:
Business Management and Accounting (1997-1999)
Bevill State Community College
Skills:
Expert in customer service and communication.
Proficient in office management and coordination.
Skilled in financial services, underwriting, and team leadership.
Technologically adept with QuickBooks, Microsoft Office (Excel, Word).
Certifications:
QuickBooks Certification
Microsoft Office Suite (Excel, Word)
Financial Underwriter
Office Manager
Collection Agent