Abby Miller
Wolf Point
Summary
Dynamic Commercial, Agricultural & Consumer Loan Officer at Opportunity Bank of Montana, excelling in customer service and financial advising. Expert in credit assessment and relationship management, successfully enhancing client satisfaction and loan portfolio performance through tailored solutions. Adaptable and detail-oriented, committed to maintaining data integrity and compliance in all processes.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Commercial / Ag Loan Officer
Opportunity Bank of Montana
12.2023 - Current
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Examined customer loan applications for loan approvals and denials.
- Effectively managed and reduced delinquent credit accounts by implementing proactive follow-up strategies and customized repayment solutions, improving overall loan portfolio performance.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
- Compiled closing packages for drafting and presentation accuracy.
- Explained very technical financial information to applicants in easy to understand language.
Crop Insurance Specialist
AgWest Farm Credit
01.2022 - 12.2023
- Gathered customer / applicant information and other supporting data in person, by phone, or in writing in order to complete required applications, documents or reports.
- Accurately keyed information and adjusted verified customer information.
- Monitored follow up requirements in assigned areas.
- Complied with appropriate regulations and procedures in completion of applications, forms, documents and reports.
- Assisted in maintaining a high degree of data integrity by mailing accurate databases.
- Maintained industry knowledge throughout ongoing crop insurance educational trainings and seminars.
- Effectively worked with customers, outside parties and colleagues.
- Adhered to appropriate counterparty and vendor management protocols as described in company policy.
- Performed all duties and maintained all standards in accordance with company policies, procedures and internal controls.
Education
Associate of Science -
Fort Peck Community College
Poplar, MT 01-2021
High School Diploma -
Wolf Point High School
Wolf Point, MT 05-2019
Skills
- Database management
- Documentation review
- Relationship building and management
- Financial advising
- Cash handling
- Credit assessment
- Customer service
- Attention to detail
- Adaptable
- Time Management
Certification
- Montana P&C Insurance License
- North Dakota P&C Insurance License
Timeline
Commercial / Ag Loan Officer
Opportunity Bank of Montana
12.2023 - Current
Crop Insurance Specialist
AgWest Farm Credit
01.2022 - 12.2023
Associate of Science -
Fort Peck Community College
High School Diploma -
Wolf Point High School
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