Laura "Melissa" Caldwell
Hillsboro
Summary
Dynamic Customer Service Specialist with extensive experience at Ridley Block Operations, adept in Microsoft systems and committed to enhancing client satisfaction. Proven ability to manage high-value accounts and streamline processes, demonstrating strong time management and team-building skills. Recognized for contributions to safety initiatives and training new hires effectively.
Overview
9
9
years of professional experience
Work History
Customer Service Specialist
Ridley Block Operations
09.2023 - Current
- Handled invoicing and sales using microsoft systems.
- Maintained freight and inventory shipments for outbound and receiving.
- Greeted all visitors in the office.
- Managed inbound and outbound phone calls.
- General and Fire safety trained - valuable member of safety committee.
- Available to assist management with any tasks requested.
Commercial Lending Asisstant
Happy State Bank
07.2022 - 03.2023
- Calculated, processed, and applied loan payments to customer accounts.
- Prioritized multiple phone loans while following protocols.
- Processed time sensitive loan documents to meet deadlines for new loans.
- Maintained high value customer accounts and reported weekly on status.
- Handled paperwork for new and existing lines of credit.
Escrow Processor
Stewart Title Company
10.2021 - 01.2022
- Provided instructions for wire transfers.
- Initiated, received, and disbursed funds from wires.
- Prepared loan packages.
- Assistant management with branch tasks.
- Schedule and coordinate closings.
Commercial And Agriculture Loan Assistant
Unity Bank
07.2019 - 11.2020
- Assist compliance department with HDMA reviews.
- Gather, organize, and disburse paperwork for loan review.
- Complete quarterly classes.
- Trained and monitored new hires.
- Assisted management with any requested duties.
Loan Operations Lending Specialist
Security Financial Bank
01.2019 - 07.2019
- Prepare, scan, and index loan requests.
- Preform duties requested by management.
- Greet customers entering and exiting the lobby,
- Maintain company accounts and communications.
Loan Operations Lending Specialist
Hamiliton State Bank
01.2016 - 04.2018
- Prepare, scan, and index loan requests.
- Preform duties requested by management.
- Greet customers entering and exiting the lobby,
- Maintain company accounts and communications.
Education
High School Diploma -
Evarts High School
Evarts, KY05-1986
Skills
- Experienced in Microsoft Word
- Experienced in Adobe and Adobe Acrobat
- Experienced in Resware
- Experienced in Simplifile
- Experienced in Director
- Customer Service experience
- Time Management and Team Building experience
Training
- Annual banking classes
- School of Real Estate- 1995 Real Estate Institute
- FHA and VA Training- 2000 Immediate Solutions Mortgage Constulting
- Introduction to Mortgage Lending- 2000 Kentucky Bankers Association
- Compliance Seminar- 2001 Pegasus Company
Timeline
Customer Service Specialist
Ridley Block Operations
09.2023 - Current
Commercial Lending Asisstant
Happy State Bank
07.2022 - 03.2023
Escrow Processor
Stewart Title Company
10.2021 - 01.2022
Commercial And Agriculture Loan Assistant
Unity Bank
07.2019 - 11.2020
Loan Operations Lending Specialist
Security Financial Bank
01.2019 - 07.2019
Loan Operations Lending Specialist
Hamiliton State Bank
01.2016 - 04.2018
High School Diploma -
Evarts High School
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