Janelle Davis

· Restock supplies and place purchase orders to maintain adequate stock levels.

· Manage filing system and enter data of all incoming securities at the Branch

· Receive and sort incoming mail and packages to dispatch, or distribute to the correct recipient.

· Ensure the maintenance of building equipments, such as the generator and air conditioning units, are done in a timely manner

· Ensure the cash in the treasury is accurate at the end of each working day at the branch

· Ensure the securities offered as collateral for loans are in good standing

· Ensure insurance payments for securities held as collateral are paid in a timely manner

• Interviewed members to verify financial and personal information submitted on loan applications.
• Maintained correspondence and completed forms related to loans.
• Researched information provided by members concerning employment, collateral and account details.
• Prepared income and expenditure statements to accompany loan applications.
• Delivered excellent customer service and answered questions from members throughout loan process.
• Communicated with members in a timely manner to request information and complete paperwork.
• Visit properties offered as collateral to a loan
• Provided financial advice to members
• Supported members with compassionate, empathetic face-to-face counseling.
• Reviewed accounts and provided recommendations regarding repossession actions.
• Improved relapse prevention rates with targeted recovery program mentoring.
• Listened to customers and negotiated solutions that met creditor and debtor needs.
• Established relationships with customers to encourage payment of delinquent accounts.
• Monitored customer accounts for payment delinquency and initiated collection efforts.
• Located customers with overdue accounts and solicited payment in compliance with fair debt collection practices.
• Responded to customer inquiries and provided detailed account information.
• Prepared and submitted legal documents to initiate court proceedings.
• Entered members details and notes into system for interdepartmental access and review.
• Analyzed customer financial records to determine appropriate payment plan.
• Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate.

• Interviewed members to verify financial and personal information submitted on loan applications.
• Maintained correspondence and completed forms related to loans.
• Researched information provided by members concerning employment, collateral and account details.
• Prepared income and expenditure statements to accompany loan applications.
• Delivered excellent customer service and answered questions from members throughout loan process.
• Communicated with members in a timely manner to request information and complete paperwork.
• Visit properties offered as collateral to a loan
• Provided financial advice to members

• Interacted with members by phone, email, or in-person to provide information.
• Processed documents and materials to disseminate information to appropriate parties.
• Managed calendars and scheduled appointments to maintain smooth flow of operations
• Provided meeting support by taking minutes and dictations.
• Prepared meeting rooms, making arrangements for availability of refreshments.
• Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
• Promptly received and forwarded incoming communications, such as phone calls, emails and letters, to appropriate staff.
• Maintained filing system and organized customer documents for easy retrieval of information.
• Coordinated and scheduled meetings and appointments for all the committees
• Operated cash register for cash and cheques transactions with excellent accuracy levels.
• Welcomed members and helped determine their needs.
• Counted money in cash drawers at beginning and end of day to maintain accuracy.
• Answered questions about credit union policies and addressed members concerns.