SARA BEAM
Bath
Summary
I am highly motivated and passionate, with a drive for excellence where I am able to utilize my skills and experience as well as my knowledgeable background in customer service. I take pride in excellent communication and time management skills, all while handling tasks with accuracy and efficiency. I enjoy accomplishing goals whether independently or in a team setting.
Overview
14
14
years of professional experience
Work History
Warehouse Lending Operations Processor(Remote)
Flagstar Bank
10.2023 - 02.2025
- Identify, process, monitor, balance wires and apply payments to Warehouse Line of Credit
- Track, monitor, balance, and resolve differences for loan purchases on the Warehouse Line
- Receives and applies wires (matches investor purchase advices to incoming wire amount) as well as other payments in Warloc system, balancing to supporting wire and corresponding information
- Monitor NSF / UCF incoming and SWMII transaction posting
- Prepare and distribute daily reports and activity recaps
- Assists with monthly routines and other functions as required, i.e
- Returned wires
Digital Support Representative
People's Security Bank and Trust
02.2022 - 10.2022
- Provide knowledge and assistance through one-on-one, web meeting training, to personal and business customers in navigating online products offered
- Set up and maintenance personal and business customer loan payments, online banking, bill pay, wires, ACH transactions
- Provide technical support and troubleshoot digital products, such as online banking, mobile app, and bill pay
- Utilize strong listening, communication, and problem solving skills, with the ability in assisting, researching, and resolving customer issues
Bank Teller
Lafayette Ambassador Bank/Fulton Bank
03.2015 - 04.2020
- Provides excellent customer service in person and on the phone while accurately performing routine transactions including deposits, withdrawals, issuing cashier's checks, and processing payments in a timely manner
- Performs cash orders and branch settlements
- Assists other team members in maintaining vault cash, settling ATM, branch logs, and monthly audits
- Supervised the teller line
- Coaches, trains, and guides other tellers on day to day responsibilities while also communicating our objectives and goals
Cashier/Customer Service
Kohl's
11.2014 - 04.2016
- Responsible for tending a cash register while assisting customers with Point Of Sale purchases
- Performed task of customer returns, retrieved and processed customers online orders
- Worked in other store departments, including replenishment of merchandise when needed
- Took part in the yearly inventory of the store
- Responsible for tending and balancing a cash register during assigned shift
- Ordered and restocked merchandise, as well as proper discard of old merchandise
- General maintenance clean-up
Cashier
Global Montello- Shop Quik
04.2011 - 09.2014
- Company Overview: Bath
- Bath
Education
General Studies
Pen Argyl High School
06.2005
Skills
- Customer Service
- Motivated
- Teamwork
- Detail Oriented
- Time Management
- Organized
Timeline
Warehouse Lending Operations Processor(Remote)
Flagstar Bank
10.2023 - 02.2025
Digital Support Representative
People's Security Bank and Trust
02.2022 - 10.2022
Bank Teller
Lafayette Ambassador Bank/Fulton Bank
03.2015 - 04.2020
Cashier/Customer Service
Kohl's
11.2014 - 04.2016
Cashier
Global Montello- Shop Quik
04.2011 - 09.2014
General Studies
Pen Argyl High School
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