Deanna Patterson
Upton
Summary
With a proven track record at West Point Bank, I excel in loan servicing and customer service, demonstrating exceptional computer literacy and document review skills. Managed complex loan operations with precision, significantly enhancing client satisfaction and loyalty. Expert in navigating high-stress financial environments, consistently achieving accuracy and efficiency.
Overview
8
8
years of professional experience
Work History
Real Estate Loan Processor
West Point Bank
05.2024 - Current
- Have an open line of communication from loan officers to attorneys.
- Once handed a new loan, I enter collateral information, fees, etc. all the way through ordering title work, evaluations, appraisals, and scheduling closing.
- Enter accurate information into the core processing system.
Loan Operations Specialist
West Point Bank
05.2022 - 05.2024
- Booked new Participation Loans to core and correlated with participating bank to ensure all information was accurate and true.
- Maintained a running list of certified appraisers and their license information
- Notified all bank officers of loans maturing
- Imaged all loan files after closing
Head Teller
West Point Bank
01.2020 - 05.2022
- Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
- Oversaw currency shipments and deposits while adhering to strict safety guidelines.
- Replenished ATM funds in empty canisters prior to validation process.
- Managed high-volume cash transactions daily, maintaining accuracy and efficiency under pressure.
Assistant Head Teller
West Point Bank
01.2018 - 01.2020
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
- Reduced cash discrepancies with diligent cash drawer management and thorough end-of-day reconciliations.
- Identified potential fraudulent activities through vigilant monitoring of transaction patterns and promptly reporting suspicious activity.
Customer Service Representative
West Point Bank
06.2017 - 01.2020
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Opened various account types.
Education
Elizabethtown Community And Technical College
Elizabethtown, KYSkills
- Loan servicing
- Customer Service
- Computer Literacy
- Document review
Timeline
Real Estate Loan Processor
West Point Bank
05.2024 - Current
Loan Operations Specialist
West Point Bank
05.2022 - 05.2024
Head Teller
West Point Bank
01.2020 - 05.2022
Assistant Head Teller
West Point Bank
01.2018 - 01.2020
Customer Service Representative
West Point Bank
06.2017 - 01.2020
Elizabethtown Community And Technical College
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