Meghan Baumgardner
Beaumont,TX
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
Work History
Inventory Control Specialist
Flowserve
09.2022 - Current
- Audited and corrected discrepancies in inventory numbers.
- Completed physical inventory counts each month.
- Recorded information, shortages and discrepancies to keep records current and accurate.
- Completed daily cycle counts to maintain accuracy of records.
Mortgage Closer/Mortgage Funder
Mobiloil Credit Union
03.2020 - 09.2022
- Maintained checklists of required documentation and open issues affecting closings.
- Collaborated with lenders, agents and legal professionals to resolve transactional and title issues.
- Handled closing files each month by effectively organizing, multitasking and prioritizing closing work.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Coordinated with the title companies to set up loans for funding and completed final authorizations on morning of closings.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Mortgage Servicing Specialist
Mobiloil Credit Union
02.2019 - 03.2020
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Teller Supervisor
Mobiloil Credit Union
02.2018 - 02.2019
- Examined tellers' reports of daily transactions for accuracy.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Counted cash drawers and made bank deposits.
- Promoted bank's products and services by consistently cross-selling to customers.
- Researched and resolved customer issues on personal savings, checking and line of credit accounts.
Call Center Representative
Mobiloil Credit Union
02.2017 - 02.2018
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
- Educated customers on company systems, form completion and access to services.
- Resolved concerns with products or services to help with retention and drive sales.
Teller
Mobiloil Credit Union
02.2016 - 02.2017
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Maintained friendly and professional customer interactions.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Education
Associate of Applied Science - Business Management & Accounting
Lamar State College-Orange
01.2015
Skills
- Financial Budgeting
- Proficient in Microsoft Excel Sharepoint, and Adobe
- Proficient in Outlook and Word
- Customer satisfaction
- Employee training
References
Cody Atkins - Outside Salesman for Scallon Controls - Cell: 409-781-0654
Seth Franke -Outside Salesman for Scallon Controls - Cell: 409-719-3386
Amy Fournier - Accountant for Scallon Controls - Cell: 409-504-8714
Timeline
Inventory Control Specialist
Flowserve
09.2022 - Current
Mortgage Closer/Mortgage Funder
Mobiloil Credit Union
03.2020 - 09.2022
Mortgage Servicing Specialist
Mobiloil Credit Union
02.2019 - 03.2020
Teller Supervisor
Mobiloil Credit Union
02.2018 - 02.2019
Call Center Representative
Mobiloil Credit Union
02.2017 - 02.2018
Teller
Mobiloil Credit Union
02.2016 - 02.2017
Associate of Applied Science - Business Management & Accounting
Lamar State College-Orange
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