Credit Card Microsoft Office

CATHY MCTIGRIT

**** ******* **, *********, ** ***79 · 251-***-****

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

Dedicated person moving from Florida to Arkansas and looking to join a career with opportunities for advancement and benefits to take care of my family.

EXPERIENCE

JANURARY 2024 TO PRESENT

DESIGN CONSULTANT, WINDOW WORLD FORT MYERS

Proficient at using WW360 app to build clear and precise contracts or quotes

Build doors through ThermaTru website

Ensured I was at each appointment on time and ready to put my best foot forward

Gave presentations in front of HOA committees, Condo managers, and Business owners

Properly filled out measure sheets, cost breakdown, finance forms, door sign off sheets ensuring all documents were turned in at a timely manner

Using sales techniques and closing techniques to win the customer over

Gave informative presentations to ensure customers knew the quality of the products they were getting along with the service through the entire process.

Worked with Vendors such as MI, PGT, EAS, Wincore for product Impact and Non-Impact

Learned a multitude of FL codes to ensure we meet FLBC requirements to pass inspections

Lead Certified R-I-128***-**-***** Valid until 8/16/2029

2024 Sales total $1.5 million (for my first year)

2024 Closing ratio 40%

NOVEMBER 2021 TO NOVEMBER 2023

RELATIONSHIP BANKER II, REGIONS BANK

Multiple deposits daily consisting of cash, checks, credit card cash advance, loan payments and wire transfers while staying in balance each day

Assist customers in issuing checks from members’ account Process

Accurately batch and balance Credit Card cash advance transactions daily

Assist customers opening various types of accounts along with closing accounts

Access and fix online banking issues

Assist customers by processing fraud disputes

Upload documents to the system via personal scanner and networked scanner printer all in one

Skilled with ACH payments, debit card, Credit card, Checks and Cash

Loan officer for vehicles, boats, RV, personal loans, credit cards

Also process small business loans

Licensed credit life and disability insurance agent

NMLS# 1982962

Certified Notary in state of Alabama

Superior customer service skills

High level of member confidentiality

Microsoft office and Outlook professional

Assist non-customers and customers with Western Union

Used 3rd party check cashing software to cash non-customers checks for fees

Speaking with customers about products that is offered such as mortgages, credit building products, investment opportunities

Managed the Branch due to not having a Branch Manager since December of 2021 until July 2022

Assist in interviewing process

Analyzed daily business NSF and decisioned weather or not to pay

Held daily huddles when Branch manager wasn’t in the branch.

Assisted in surprise cash counts and audit of bait money

Made branch orders for products needed.

I’m in charge of the following audits daily Cash over and short, account corrections, outstanding loan exceptions, new account screening exceptions and closures, edd exceptions, BCIP exceptions, BSA and SAR closures. Weekly ensuring the operations dash board has been completed, duplicate TIN emails, outstanding SRW request, wire transfer forms, new account summary reports. Monthly customer complaints, safe deposit box contracts and access cards. Quarterly I double back to ensure all the above was completed as necessary.

The last 2 quarters I have finished at 80th-90th % companywide of opening accounts and loan closings which is well above the company requirements of 50%.

JANURARY 2020 TO NOVEMBER 2021

MEMBER ADVISOR I, pen air federal credit union

multiple deposits daily consisting of cash, checks, credit card cash advance, loan payments and wire transfers while staying in balance each day

Assist members in issuing checks from members’ account Process

Accurately batch and balance Credit Card cash advance transactions daily

Assist members opening various types of accounts along with closing accounts

Access and fix online banking issues

Assist members by processing fraud disputes

Inform members of account balances

Upload documents to the system via personal scanner and networked scanner printer all in one

Skilled with ACH payments, debit card, Credit card, Checks and Cash

Loan officer for vehicles, boats, RV, personal loans, credit cards

Booked $654,000.00 in loans for the Credit Union during a pandemic

Licensed credit life and disability insurance agent also won awards in top selling companywide for these products.

NMLS# 1982962

Certified Notary in state of Alabama

Superior customer service skills

High level of member confidentiality

Conducted audits of the vault, surprise cash counts, lending documents to ensure accuracy, and personal as well as business account openings.

MARCH 2018 TO JANURARY 2020

TELLER, CENTENNIAL BANK

Process deposits consisting of cash and checks accurately

Open various types of new accounts

Close accounts per customer

Batch and Balance Cash Advance machine accurately daily

Assists customers with their online banking

Process disputes for customers in a timely manner

Upload documents using all in one printer

Accurately inform customers of account balances

EDUCATION

AUGUST 1998

WATSON CHAPEL HIGH SCHOOL

HIGH SCHOOL DIPLOMA

SKILLS

Process deposits

Bookkeeping

Customer service

Team Player

Coaching

Team building

Sales of products and Services

Microsoft Office

Use of different financial software

Experience in Windows software

Transact

Sales & Service

WW360

REFERENCES

Provided upon request

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