Customer Service Operations Specialist

Michele L. Miller

Winter Haven, FL ***** 608-***-**** ***********@*****.***

Objective

Seeking a company that will give me the opportunity to demonstrate my skills & knowledge in a working environment while also bettering myself & those around me. Experience

Loan Processing Specialist Wisconsin Housing & Economic Development Authority 07/2024 – 6/2025

* Review & audit housing loan documentation; condition loan documents & update language where required

* Sign-off on updates, conditions, housing reviews, audits; & submit documentation to underwriters

* Collaborate with employees & underwriters to ensure proper documentation is prepared & maintained

* Release final documentation to vendors & verify receipt

* Order AVM data & information

Operations Specialist First National Bank and Trust Beloit, WI 10/2016 – 06/2024

* Responsible for CD/IRA conversions/audits, address change, saving bond tax processing, & rate exceptions

* Processed marriage licenses, birth & death certificates, trust documents, estate papers, & POA Documents

* IRA specialist processing/audits, assisted with IRA projects & procedures, & HSA transaction/forms audit

* Maintained & follow up with new customer accounts via in-house phone & email

* Worked with 1099/5498 end of year forms, decedent account processing

* Debit card customer processing & maintenance

Assistant Deposit Operations Manager Anchor Bank Madison, WI 07/2015 – 09/2016 (Company Merger)

* Assisted with overseeing customer service, retirements, & CIS departments

* Processed levies & garnishments

* Decedent account processing

* Employee scheduling

Branch Manager and Loans Officer Union Bank & Trust Company Brooklyn, WI 11/2008 – 06/2015

* Oversaw day-to-day responsibilities of the Brooklyn branch location

* Supervised & maintained customer service

* Processed consumer & mortgage loans

* Trained, coached, & hired employees

* Employee scheduling

Assistant Manager and Loans Officer Associated Bank Madison, WI 04/2007 – 10/2008

* Oversaw branch location in the absents of the branch manager

* Assisted with training & coaching of employees

* Supervised & maintained customer service

* Processed consumer loans

Visiting Nurse Assistant Senior Services of Rock County Janesville, WI 07/1992 – 04/2012

* Supported clients with emotional & moral distress

* Assisted clients with day-to-day activities

* Transported clients to appointments

* Range of motion therapy

* In-home physical therapy

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