TAYLOR KENNEDY

• Communicated with customers daily to request information and complete paperwork.
• Assessed loan compliance to meet mortgage lending laws and regulations.
• Assembled important paperwork and disclosures for borrower.
• Monitored key dates to obtain information by deadlines.
• Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
• Supported loan officers in meeting sales targets through diligent follow-ups with potential clients and proactive problem-solving efforts.
• Contributed to increased customer retention rates by providing exceptional service throughout the entire loan process from application to closing.
• Ensured prompt resolution of client inquiries relating to account balances, loan status updates, and other matters through effective communication strategies.
• Provided assistance with application documents and client communication.
• Acted as a trusted liaison between clients and loan officers during the application process, providing reliable support for both parties to reach successful outcomes.
• Increased client satisfaction by maintaining open line of communication about loan status.

• Developed strong rapport with clients through consistent communication via phone calls, emails, and in-person meetings.
• Enhanced client relationships by providing personalized financial solutions and recommendations.
• Provided exceptional customer service, fostering trust and loyalty among existing clients.
• Executed customer transactions, including deposits, withdrawals, money orders, check orders and account research.
• Rapidly and efficiently prepared customer and ATM cash as well as change orders for local businesses
• Processed the buying and selling of currency through the Brinks i Order and i Deposit system.
• Executed customer transactions, including deposits, withdrawals, money orders, check orders and account research.
• Executed wire transfers, stop payments and account transfers
• Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
• Maintained a friendly and professional attitude with customer interactions

• Executed customer transactions, including deposits, withdrawals, money orders, check orders and account research.

• Rapidly and efficiently prepared customer and ATM cash as well as change orders for local businesses

• Processed the buying and selling of currency through the Brinks i Order and i Deposit system.

• Processed transactions for customers through Smart Branch systems

• Organized, stocked and maintained the teller window area • Executed wire transfers, stop payments and account transfers

• Answered telephone inquiries on banking products including checking, savings, loans and lines of credit

• Maintained a friendly and professional attitude with customer interactions

• Received "Above and Beyond" awards for customer service and "Extra Mile" awards for assisting fellow employees and branches in the company

• Assisted with training fellow staff members for new products and services

• Coordinated with our Business Banking experts for meetings and set-up of accounts and services for new and existing customers

• Scheduling of staff members inside of branch