Christie Moss
Nunnelly
Summary
Dedicated Assistant Branch Manager experienced in enhancing branch operations and resolving customer issues. Achieved business objectives and exceeded customer expectations through effective staff training and commitment to service excellence. Focused on delivering value to both customers and the organization.
Overview
13
13
years of professional experience
Work History
Assistant Branch Manager
Apex Bank
Centerville
08.2024 - Current
- Assisted in managing branch operations and daily activities for customer service.
- Coordinated training sessions for new staff on banking procedures and policies.
- Monitored compliance with regulatory requirements and internal policies diligently.
- Supported branch marketing initiatives to promote financial products and services.
- Resolved customer inquiries and issues efficiently to enhance satisfaction levels.
- Collaborated with team members to streamline processes and improve workflow efficiency.
- Maintained accurate records of transactions and ensured data integrity consistently.
- Facilitated communication between management and staff to foster a positive work environment.
- Resolved customer issues effectively in order to maintain strong customer relationships.
- Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
- Provided training to new employees on company policies and procedures.
- Ensured compliance with internal policies and procedures as well as external regulations.
- Managed daily cash flow activities including counting cash drawers at opening and closing times.
- Performed financial transactions such as deposits, withdrawals, transfers, loan payments.
- Provided bank leadership in absence of branch manager.
- Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
- Recruited new staff members through job postings and conducting interviews.
Billing Specialist
Bates & Bates Law Office
Centerville
11.2022 - 04.2024
- Processed billing statements for client accounts accurately and efficiently.
- Resolved client inquiries regarding billing discrepancies and charges.
- Maintained organized records of invoices and payment transactions.
- Partnered with attorneys to verify billing accuracy for legal services, enhancing client satisfaction.
- Managed monthly billing cycles and ensured timely distribution of invoices.
- Utilized billing software to track payments and outstanding balances.
- Reviewed payment schedules to ensure compliance with client agreements.
- Answered customer inquiries regarding billings, payments, account status.
- Identified and resolved billing discrepancies, processing refunds to maintain client trust.
- Processed credit card transactions through Point-of-Sale terminals or online systems.
- Provided support to other departments within the organization as needed.
- Monitored accounts receivable activity to ensure timely payment of invoices.
- Reconciled daily cash receipts with total deposits on bank statement.
- Performed various tasks assigned by management to support workflow.
- Oversaw payment processing, invoicing, and collections activities to ensure timely revenue capture.
- Charged expenses to accounts and cost centers by analyzing invoice and expense reports.
- Weighed envelopes containing statements to determine correct postage and affix postage.
Mortgage Loan Processor
People's Home Equity
Dickson
09.2020 - 11.2022
- Reviewed loan applications to ensure accuracy and completeness, facilitating timely processing.
- Coordinated communication between clients, lenders, and underwriters.
- Prepared loan documentation for processing and approval.
- Verified borrower information through credit checks and income statements.
- Maintained compliance with federal and state mortgage regulations.
- Resolved issues related to loan processing delays, improving overall workflow and client experience.
- Collaborated with team members to streamline workflow processes.
- Submitted completed loan packages to underwriting department for approval or denial decisions.
- Responded to inquiries regarding loan status, enhancing customer satisfaction and communication.
- Analyzed financial data such as income, assets, liabilities, and credit history to determine risk factors associated with each loan application.
- Evaluated financial statements and contacted institutions and customers to clarify details.
- Assessed credit reports to determine eligibility for mortgage loans.
- Maintained complete confidentiality of submitted information according to release guidelines.
Teller/Loan Processor
First Federal Bank
Centerville
09.2013 - 09.2020
- Processed customer transactions efficiently and accurately.
- Assisted customers with account inquiries and service requests.
- Maintained cash drawer accuracy, ensuring precise balance at the end of each shift to support operational integrity.
- Collaborated with team members to streamline daily operations, enhancing overall service delivery.
- Resolved customer complaints promptly to uphold service standards.
- Trained new tellers on procedures and customer interaction techniques.
- Ensured compliance with banking regulations and security protocols.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Maintained confidentiality of all customer records and information according to company policies.
- Built and maintained client relationships through quality, personalized interactions.
- Verified customers' identification to ensure compliance with laws and regulations.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Explained account information to customers in detail.
- Delivered exceptional customer service through personalized interactions, fostering positive relationships and customer satisfaction.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Followed up on requests from customers in a timely manner.
- Directed specific questions to appropriate branch personnel.
- Identified transaction errors when debits and credits did not balance.
- Resolved problems or discrepancies concerning customers' accounts.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Processed loan applications efficiently and accurately for various loan types.
- Reviewed financial documents for completeness and compliance with regulations.
- Communicated with clients to gather required information and clarify loan details.
- Managed loan files, ensuring proper documentation and organization throughout processing.
- Provided excellent customer service by addressing client inquiries promptly and professionally.
- Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
- Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
- Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
- Created and completed loan submission packages.
- Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.
- Reviewed credit reports and financial information to evaluate creditworthiness of applicants.
Education
High School Diploma -
Hickman County High School
Centerville05-1999
Skills
- Branch operations
- Transaction processing
- Cash handling
- Compliance monitoring
- Customer service
- Sales support
- Customer retention
- Staff training
- Banking
- Problem solving
- Effective communication
- Excellent communication skills
Timeline
Assistant Branch Manager
Apex Bank
08.2024 - Current
Billing Specialist
Bates & Bates Law Office
11.2022 - 04.2024
Mortgage Loan Processor
People's Home Equity
09.2020 - 11.2022
Teller/Loan Processor
First Federal Bank
09.2013 - 09.2020
High School Diploma -
Hickman County High School