Chantelle Thomas
East Helena,MT
Summary
Well-qualified individual bringing demonstrated knowledge and abilities in loan processing and banking alike. Expertise includes reviewing, validating and reporting loan data to ensure proper compliance. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Loan Servicing Specialist
Valley Bank Of Helena
07.2022 - Current
- Reviewed and validated details of loan applications and closing documentation.
- Proved successful working within strict deadlines and fast-paced environments.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Collected and compiled paperwork such as title policies, insurance paperwork, loan files and tax returns.
- Analyzed credit authorizations to assess risk and determine applicants' ability to repay loans.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Evaluated large HMDA datasets for quality and accuracy.
Customer Service Supervisor
Valley Bank Of Helena
04.2019 - 07.2022
- Supported employees through day-to-day work and complex situations.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Created, prepared, and delivered reports to various departments.
- Handled day-to-day accounting processes to drive financial accuracy.
- Completed audits in accordance with regulations and procedures.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Set priorities and problem-solved workflow issues to maintain rapport with customers and managers.
Customer Service Representative
Valley Bank Of Helena
06.2015 - 04.2019
- Handled customer inquiries and suggestions courteously and professionally.
- Provided primary customer support to internal and external customers
- Responded proactively and positively to rapid change
- Updated account information to maintain customer records.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Education
High School Diploma -
Helena High School
Helena, MT06.2014
Skills
- Consumer and Commercial Loan Processing
- Loan Records Filing and Maintenance
- Establishing Contacts
- Administrative Support
- Customer Needs Assessments
- Banking Regulations
- Complex Problem-Solving
- Microsoft Excel
- Data Integrity
- Conscientious and Detail-Oriented
- Lending Software Systems
Accomplishments
Notary Public for the State of Montana
Received 2017 & 2019 Customer Service Award
Timeline
Loan Servicing Specialist
Valley Bank Of Helena
07.2022 - Current
Customer Service Supervisor
Valley Bank Of Helena
04.2019 - 07.2022
Customer Service Representative
Valley Bank Of Helena
06.2015 - 04.2019
High School Diploma -
Helena High School
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