Dana Adams
Decatur
Summary
Dedicated professional with expertise in customer relationship management and transaction accuracy. Proven ability to enhance client satisfaction through effective communication and organized recordkeeping. Detail-oriented professional with a strong background in customer relationship management and transaction accuracy. Proven ability to enhance client satisfaction through effective communication and organized processes.
Overview
14
14
years of professional experience
Work History
Real Estate Support Rep II
Decatur Earthmover Credit Union
Decatur
02.2021 - Current
- Facilitated ordering of appraisals and title services for borrowers, expediting transaction completion.
- Coordinated activities among lenders, attorneys, realtors, and insurance companies to ensure smooth closing.
- Communicate regularly with customers regarding loan status from origination through closing.
- Verify clearance of underwriting conditions to prepare loan files for final submission.
- Review loan applications for accuracy and completeness, ensuring compliance with guidelines.
- Process loan files in accordance with company policies and federal regulations.
- Collaborated with team members to streamline processing and minimize turnaround times.
- Maintain organized electronic records of all loan transactions by document type and date.
Member Service Specialist
Farm Credit Illinois
Decatur
09.2012 - 01.2021
- Resolved member issues through effective communication and problem-solving, leading to improved member satisfaction.
- Provided exceptional customer service to members and guests by answering inquiries, resolving complaints, and providing information in a timely manner.
- Assisted members with account inquiries and processed transactions to ensure accurate and timely service.
- Handled incoming phone calls from members regarding account balances or transactions.
- Managed continuous delivery of top quality membership support.
- Processed cash transactions including checks for accuracy before posting them into the system.
- Maintained accurate member records using customer relationship management software.
- Maintained accurate records of all transactions according to established procedures.
- Researched discrepancies on member accounts and resolved issues promptly and accurately.
- Built strong relationships with members, enhancing loyalty and satisfaction through personalized outreach and follow-up.
Education
High School Diploma -
MacArthur High School
Decatur, IL05-1988
Some College (No Degree) - General Studies
Richland Community College
Decatur, ILSkills
- Customer relationship management
- Account maintenance
- Transaction accuracy
- Data analysis
- Organization and recordkeeping
- Team collaboration
- Exceptional communication
- Client communication
Timeline
Real Estate Support Rep II
Decatur Earthmover Credit Union
02.2021 - Current
Member Service Specialist
Farm Credit Illinois
09.2012 - 01.2021
High School Diploma -
MacArthur High School
Some College (No Degree) - General Studies
Richland Community College