Monica Jasieniecki
La Mesa
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
20
20
years of professional experience
Work History
Loan Specialist III
California Bank and Trust
04.2014 - Current
- Help clients with loan requests, questions, research (consumer and commercial), along with Customer Service requests;
- Collect loan package for submittal to underwriter;
- Work the Loans Past Due report;
- Work the Loans Covenant report;
- Input loan transactions into Credit Lead and worked them through the workflow process;
- Worked with Due Diligence processor to get loan to documentation;
- Document signing with borrowers;
- Escrow Retentions;
- Notary Public;
- Self-motivated, with a strong sense of personal responsibility;
- Works effectively in fast-paced environments;
- Proven ability to learn quickly and adapt to new situations;
- Reduced processing time for loan applications by promptly collecting necessary documentation from clients.
Customer Service Assistant I, II, III
California Bank and Trust
06.2006 - 04.2014
- Assisted tellers;
- Worked the overdraft report, closed report, zero balance report;
- Back up new Accounts;
- Provided exceptional customer service by promptly resolving issues and complaints;
- Introduced customers to other bank team members to help meet financial needs;
- Processed customer transactions promptly, minimizing wait times;
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
Central Operations Processor
California Bank and Trust
08.2005 - 06.2006
- Process CTR's, process Monetary Instrument Logs, helped research department
Education
High School Diploma -
Helix High School
La Mesa, CASkills
- Loan processing
- Customer service
- Document management
- Data entry
- Communication skills
- Problem solving
- Attention to detail
- Time management
- Team collaboration
- Notary services
- Loan servicing
- Documentation review
- Loan origination
- Real estate loans
- Consumer lending
- Commercial lending
Timeline
Loan Specialist III
California Bank and Trust
04.2014 - Current
Customer Service Assistant I, II, III
California Bank and Trust
06.2006 - 04.2014
Central Operations Processor
California Bank and Trust
08.2005 - 06.2006
High School Diploma -
Helix High School
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