Retired
Bank of America
St Louis
TERRI LOGSDON
Collinsville
Work History
Consumer Loan Specialist
Bank of America Private Ba
St Louis
- Addressed customer inquiries related to loan status and documentation requirements.
- Facilitated communication between clients and other banking departments as needed.
- Gathered and documented client financial information and application details meeting lending requirements and accurately representing client status.
- Maintained up-to-date knowledge of relevant laws governing consumer lending regulations.
- Understood and complied with Bank Secrecy Act and anti-money-laundering standards to verify fair and legal transactions.
- Participated in weekly team meetings to discuss current trends in the industry related to consumer loans.
- Prepared detailed loan agreements outlining the terms of each loan.
- Managed pipeline for originated loans through closing and complete required management reports.
- Adhered to federal and state compliance guidelines relative to retail mortgage lending.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Developed and recommended personal or commercial loan packages for clients.
Team Manager
Bank of America Lockbox
St Louis
- Managed daily operations for lockbox processing and mail handling.
- Supervised team members to ensure compliance with company policies.
- Trained new staff on systems and operational procedures for efficiency.
- Coordinated workflow among departments to optimize processing times.
- Monitored quality control measures to maintain service standards.
- Assisted in implementing new technology for streamlined operations.
- Facilitated team meetings to discuss challenges and share best practices.
- Resolved customer inquiries related to lockbox services promptly.
- Motivated team members to consistently achieve or exceed performance expectations.
- Managed daily operations of the team including scheduling shifts, assigning tasks, tracking attendance and approving time off requests.
- Analyzed and measured employee performance, taking appropriate disciplinary action or recognition based on work performance.
- Coached team for success by using corrective action processes.
- Ensured adherence to company policies, procedures, regulations and laws while maintaining an ethical workplace culture.
- Prepared reports detailing staff performance metrics such as productivity levels or customer satisfaction ratings.
- Collaborated with other managers across the organization in order to identify best practices that could be implemented at all levels.
- Provided guidance, coaching and mentoring to individual team members as needed to help them reach their full potential.
- Analyzed business performance data to identify areas of strength and improve areas of weakness.
- Conducted regular employee performance evaluations to offer constructive feedback and solutions to propel improvements and growth.
Team Manager
Bank of America Office of CEO & President
St Louis
- Supervised team members to ensure compliance with company policies.
- Trained new staff on systems and operational procedures for efficiency.
- Coordinated workflow among departments to optimize processing times.
- Monitored quality control measures to maintain service standards.
- Assisted in implementing new technology for streamlined operations.
- Facilitated team meetings to discuss challenges and share best practices.
- Motivated team members to consistently achieve or exceed performance expectations.
- Managed daily operations of the team including scheduling shifts, assigning tasks, tracking attendance and approving time off requests.
- Created a positive work environment by setting clear expectations and providing resources necessary for success.
- Analyzed and measured employee performance, taking appropriate disciplinary action or recognition based on work performance.
- Set goals for performance and deadlines to comply with company plans and vision.
- Monitored team performance, tracked progress towards goals, identified areas of improvement and provided feedback to employees.
- Coached team for success by using corrective action processes.
- Conducted regular meetings with staff to discuss progress on projects, provide updates on changes in policy or procedure, and address any issues that need to be addressed.
- Partnered with upper management and HR to identify effective resolutions for employee relations issues.
Team Coach
Bank of America Title Services
St Louis
- Developed training materials for new team members to ensure consistent onboarding.
- Monitored performance metrics to identify areas for improvement within the team.
- Provided coaching and feedback to team members on workflow and processes.
- Collaborated with management to align team goals with organizational objectives.
- Organized team-building activities to strengthen relationships and boost morale.
- Implemented best practices for efficient task delegation among team members.
- Developed training and exercise programs to meet individual requirements and team play strategies.
- Provided coaching and mentoring to individuals on the team.
- Created reports summarizing progress against key metrics.
- Recognized accomplishments of individuals and teams.
- Encouraged open dialogue among team members.
- Collaborated with other departments to achieve common goals.
- Researched best practices in the industry and shared with the team.
Skills
- Customer service
- Workflow optimization
- Problem solving
- Confidentiality handling
- File organization
- Typing speed of approximately 95 wpm
- Calendar management
- Mail sorting
- Telephone etiquette
Timeline
Retired
Bank of America
Consumer Loan Specialist
Bank of America Private Ba
Team Manager
Bank of America Lockbox
Team Manager
Bank of America Office of CEO & President
Team Coach
Bank of America Title Services