Detail-oriented team player with strong organizational skills. Demonstrated ability to effectively manage multiple projects simultaneously while maintaining a high degree of accuracy.
Overview
34
34
years of professional experience
Work History
Due Diligence/Loan Document Specialist II
Fulton Bank
2019.12 - Current
Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
Carefully review all documents and reports for completeness and accuracy.
Prepare closing documents utilizing LaserPro and Navigator.
Provided guidance to Loan Document Specialist I's.
Processed different types of loans including Construction, Agriculture, and other Commercial Loans.
Utilizes Excel spreadsheet to document loan progress.
Retrieve report for Covenant Waiver Letters and prepare letters to be sent to the Relationship Managers.
Member Services Representative
Lititz Rec Center
2013.01 - 2021.04
Duties include greeting members and non-members as they enter the Rec, register individuals for programs, provide tours of facilities as requested, process new memberships, answer phone calls and questions regarding membership and program information.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
Commercial Loan Document Specialist I
Fulton Bank
2017.04 - 2019.12
Provided support for document controls and worked with contract documents.
Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
Carefully reviewed all documents and reports for completeness and accuracy.
Created project control documentation to support needs of important projects.
Clerk Typist II
Commonwealth of Pennsylvania, Department of Human Services
2015.06 - 2017.04
Duties include greet and direct incoming clients and if needed sign clients in to see their caseworkers, assist clients filling out applications for benefits, answer incoming phone calls, scan and attach documents to correct record.
Facilities Help Desk Operator II
Susquehanna Bancshares, Inc.
2014.05 - 2015.06
Duties include reviewing and processing work orders created by branches to appropriate vendors, reviewing and approving vendor invoices and forward to Accounts Payable for payment, answer phone calls, cover main switchboard as needed, visit 10 branches per year and write summary of findings, attend 10 lunch and learn sessions per year, review and write summary of three leases per year.
Card Specialist II
Susquehanna Bancshares, Inc.
2003.06 - 2014.05
Duties include reviewing and processing incoming visa check card applications, close and replace lost/stolen check cards and close NSF cards, run monthly reissue process for cards that are expiring, reviewing and processing Regulation E disputes, answering numerous phone calls, gathering information and processing end of month charge off report and email report to various department leaders, provide input in creating new Regulation E processing program.
Secretary
Gingrich, Smith, Klingensmith & Dolan
2002.11 - 2003.06
Duties included prepare and mail Title Insurance Policies; typing and preparing correspondence and legal documents, submitting for signature, mailing and routing as required; receive and screen visitors and telephone calls, provide answers to general client questions when possible and route incoming calls to appropriate individual.
Department Secretary
Susquehanna Trust & Investment Company
2001.04 - 2002.11
Duties included typing and preparing correspondence, reports and legal documents, submitting for signature, mailing and routing as required; open, sort and distribute department mail, check obituaries and compare with will/trust agreement files; compose letters concerning non-technical matters; receive and screen visitors and telephone calls; provide answers to general client questions when possible and route incoming calls to appropriate administrator; schedule appointments.
Part-time Proof Operator
Susquehanna Bancshares, Inc.
2000.10 - 2001.04
Duties included proofing and encoding daily transactions.
Lien Searcher/Real Estate Secretary
Gingrich, Smith, Klingensmith & Dolan
1990.08 - 1999.12
Duties included performing present owner lien searches and after settlement bring down searches of Courthouse records, gathering information and preparation of documents for real estate settlements, balancing two company checking accounts, billing, answering phones and scheduling appointments.
Education
General Education -
Conestoga Valley High School
Lancaster, Pennsylvania
06.1980
Floricultural Course -
Brownstown Vocational Technical School
Brownstown, Pennsylvania
06.1980
Skills
Document Review
Loan Processing
Microsoft Office
Deadline Management
Data accuracy
Tracking document flow
Skilled in LaserPro, Navigator, Nautilus
Timeline
Due Diligence/Loan Document Specialist II
Fulton Bank
2019.12 - Current
Commercial Loan Document Specialist I
Fulton Bank
2017.04 - 2019.12
Clerk Typist II
Commonwealth of Pennsylvania, Department of Human Services
2015.06 - 2017.04
Facilities Help Desk Operator II
Susquehanna Bancshares, Inc.
2014.05 - 2015.06
Member Services Representative
Lititz Rec Center
2013.01 - 2021.04
Card Specialist II
Susquehanna Bancshares, Inc.
2003.06 - 2014.05
Secretary
Gingrich, Smith, Klingensmith & Dolan
2002.11 - 2003.06
Department Secretary
Susquehanna Trust & Investment Company
2001.04 - 2002.11
Part-time Proof Operator
Susquehanna Bancshares, Inc.
2000.10 - 2001.04
Lien Searcher/Real Estate Secretary
Gingrich, Smith, Klingensmith & Dolan
1990.08 - 1999.12
General Education -
Conestoga Valley High School
Floricultural Course -
Brownstown Vocational Technical School
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