Lisa M Michael

Manage daily workflow of new loan document requests and bookings. Process loan documents and review for accuracy before sending to lender. Upload new loans to banks core system. Assist lenders with inquiries regarding policy.

• Provide exceptional service to internal and external customers
• Receive deposits and payments, cash checks
• Open new accounts
• Responsible for attending applicable training classes and completing computer-based training
• Adhering to all internal policies and procedures
• Understand products and services and having the ability to explain their features and benefits to the customer
• Daily Branch Settlement
• Daily ATM Settlement

• Serve as primary contact for new account openings and cross-sell other products and services to clients and prospects through proactive and reactive client contact
• Serve as contact for client problem resolution and perform maintenance for current clients regarding deposit, credit, convenience and other products and services
• Refer unresolved customer inquiries to designated departments for further investigation
• Adhere to internal controls, operational procedures and risk management policy
• Responsible for attending applicable training classes and completing computer-based training
• Stay abreast of all changes in policies and procedures to ensure compliance with current guidelines
• Maintain client confidentiality

• Proactively provide extraordinary customer service, build customer relationships by exercising effective communication skills, utilize sales skills, and transact all business in a precise and timely fashion
• Supervisory responsibilities include but are not limited to training, managing, and assisting individuals in accomplishing established goals
• Refer unresolved customer inquiries to designated departments for further investigation
• Provide efficient and accurate processing of financial transactions while seeking an opportunity for cross selling products and recommend services
• Responsible for the daily operations of the branch including branch settlement, researching outages, and handling excess cash with vault responsibilities
• Cashed checks and paid out money after verifying that signatures were correct, that written and numerical amounts agreed, and that accounts had sufficient funds
• Received mortgage and loan payments, verifying payment dates and amounts due
• Balanced currency, coin, and checks in cash drawers at ends of shifts, and calculated daily transactions using computers and calculators