Cassandra Glauser

• As a loan processor at Truist Bank I'm responsible for accurately processing loan applications in a timely matter while focusing on ensuring compliance, guidelines, and delivering high-quality service to both dealers and clients
• Loan application process includes verifying & collecting all necessary documentation, preventing fraud, and communicating with clients to obtain all required documents/information
• Also includes employment verifications, customer interviews, income verification, and paying attention to detail

Processed all loan applications in a timely matter while ensuring compliance and guidelines. Gathered and collected all required loan documents to process loan. Became an expert at catching fraud and built strong relationships with dealers. Verified income, performed customer interviews, and verified employment.

• Processed Customer Transactions: handled deposits, withdrawals, loan payments, transfers, and other financial transactions accurately and efficiently.
• Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
• Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
• Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
• Processed customer transactions promptly, minimizing wait times.
• Balanced Cash Vaults and ATMS
• Identified customer needs and introduce relevant banking products and services, such as accounts, loans, and credit cards.

Skills Obtained:

High Customer Service Skills, Mathematical Skills, Detail-Oriented, Integrity, Communication skills, and problem-solving