Elizabeth Caldwell
Norfolk
Summary
Professional with a solid background in member services, effective in relationship building and communication within a financial institution. Proven experience in processing loans, managing accounts, and enhancing customer satisfaction through attentive service. Committed to continuous learning and adapting to industry changes, ensuring compliance with regulations while supporting team goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Member Service Representative
Navy Federal Credit Union
Norfolk
09.2017 - Current
- Assisted with the opening of new accounts and processed account maintenance requests.
- Processed loan applications and documented loan decisions according to policy requirements.
- Participated in team meetings to discuss customer service strategies and goals.
- Provided guidance to members on how best to use products or services offered by the organization.
- Attended training sessions regularly to stay abreast of changes in company policies or procedures.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
- Processed cash and check deposits every day.
- Enhanced member relationships by providing excellent service during each interaction.
Personal Banker
SunTrust
Norfolk
01.2014 - 09.2017
- Provided customer service to clients, including answering questions and resolving issues.
- Cross-sold banking products such as credit cards, loans and investments.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Conducted account openings and closings for clients.
- Participated in training sessions regarding new banking products or services.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Collaborated with team members to meet branch targets and objectives.
Education
Mortgage Loan Officer Certification
11-2024
High School Diploma -
Maury High School
Norfolk , VA06-2009
Notary Public
Skills
- Team collaboration
- Loan processing
- Document processing
- Banking operations support
- Relationship building
- Regulatory compliance
- Effective communication
- Time management
Certification
- Mortgage loan officer
- Notary public
Timeline
Member Service Representative
Navy Federal Credit Union
09.2017 - Current
Personal Banker
SunTrust
01.2014 - 09.2017
Mortgage Loan Officer Certification
High School Diploma -
Maury High School
Notary Public