Stephanie Carpenter
Chicago
Summary
Detail-oriented financial professional with over 8 years in financial services, excelling in underwriting, credit risk management, and customer relationship management. Proven track record in enhancing agent confidence and streamlining operations to drive growth. Committed to continuous learning and fostering meaningful connections.
Overview
10
10
years of professional experience
Work History
Agent Advocate
Payroc
Munster
02.2022 - Current
- Underwriting and credit risk management
- Residual assistance and commission payouts
- Facilitated onboarding processes for sale agents, ensuring smooth transitions to services.
- Developed customer relationships and ensured satisfaction with services.
- Managed client accounts and assessed their payment processing needs.
Financial Center Manager
First Financial Bank
Hobart
02.2018 - 02.2022
- Managed daily operations of the branch.
- Delivered exceptional customer service, fostering client loyalty and satisfaction
- Coached team members to enhance performance and meet branch objectives
- Led hiring processes to select qualified candidates, ensuring alignment with branch needs
- Implemented training programs for new employees
- Managed scheduling for staff shifts and appointments
- Monitoring different branch accounts and vault assets.
- Opened new accounts for clients and provided account information
- Make sure our clients are reaching all their financial goals and assist in making that happen by explaining and offering our variety of products
- Providing my clients with a yearly financial review
- Handling fraud situations and/or disputes for our clients
- Cold call to reach out to our clients and make appointments
- Conducted audits to ensure compliance with operational standards
- Real Estate and Non-real estate loan officer
- Notary public
- Goal consciousness
Administrative Assistant
Keller Williams Realty
Schererville
11.2016 - 04.2018
- Managed scheduling and planning for projects.
- Provided assistance to clients with their specific needs.
- Processed accounting tasks for expense management, ensuring financial accuracy.
- Executed accurate data entry for client information, maintaining database integrity.
- Managed social media and marketing initiatives for "Carmen Ware Homes" realty group, enhancing brand visibility.
Education
High School Diploma -
Core 40
Skills
- Credit risk management
- Underwriting
- Fraud investigation
- Customer relationship management
- Financial advising
- Service support
- Schedule management
- Detail orientation
- Problem solving
- Effective communication
- Goal-oriented mindset
- Coaching
Timeline
Agent Advocate
Payroc
02.2022 - Current
Financial Center Manager
First Financial Bank
02.2018 - 02.2022
Administrative Assistant
Keller Williams Realty
11.2016 - 04.2018
High School Diploma -
Core 40