Kerri McBride

• Developed strong relationships with clients by establishing trust and understanding their unique requirements.
• Conducted regular check-ins with clients to ensure satisfaction and proactively address potential issues.
• Streamlined internal processes for efficient client communication, reducing response time significantly.
• Provided comprehensive product knowledge to clients, enabling them to make informed decisions.
• Work proactively to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship.
• Managed Approximately 30 incoming calls and emails per day from customers.

• Responded to customer calls and emails to answer
  questions about products and services.
• Resolved concerns with products or services to help
  with retention and drive sales.
• Communicated with clients regarding account
  services, statements, and balances.
• Coordinated with operations staff to resolve service
  problems and boost client satisfaction.
  Maintained and managed customer files and
  databases.
• Offered administrative support to assist with loan
  origination, approval and underwriting.
  Supported loan officers with administrative
  assistance.
• Monitored key dates to obtain information by
  deadlines.
• Assembled important paperwork and disclosures for borrower.
• Supported loan processing by compiling applicant
  documentation such as credit reports, employment
  verifications and financial history paperwork.
• Assisted with timely loan closing and funding
  activities with efficient management of task
  checklists.
• Set up files using loan officer checklist and submitted on-time for processing.

Managed the telller line and approximately 9-12 people depending on staffing. Managed all books, researched teller errors, and made schedules.