Tracy Newsome
Lynchburg
Summary
Dynamic professional with extensive experience at Beacon Credit Union as an Assistant Manager-Loan Officer, excelling in loan origination and credit analysis. Proven track record in enhancing operational efficiency and fostering strong client relationships. Adept in regulatory compliance and project management, driving strategic initiatives to meet consumer needs and achieve business goals.
Overview
15
15
years of professional experience
Work History
Assistant Manger-Loan Officer
Beacon Credit Union
Lynchburg
01.2018 - Current
- Supervised subordinate staff in carrying out daily duties and activities.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Implemented strategies to take advantage of new opportunities.
- Determined consumer needs to provide products and services appealing to larger market.
- Set specific goals for projects to measure progress and evaluate end results.
- Developed and maintained relationships with key clients and stakeholders.
Head Teller
First Bank and Trust of Fullerton
Lynchburg
04.2013 - 01.2018
- Researched discrepancies between customer balances and bank records for resolution.
- Monitored and maintained security procedures to protect both staff and customers.
- Reported daily averages and shortages to operations department.
- Balanced daily transactions to ensure accuracy of account information.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
Teller
BB&T Bank
Lynchburg
08.2010 - 08.2013
- Balanced cash drawers on a daily basis.
- Assisted customers in opening new accounts and completing required paperwork.
- Received and counted daily inventories of cash, drafts and checks.
Education
High School Diploma -
Brookville High School
Lynchburg06-1987
Skills
- Loan origination and credit analysis
- Regulatory compliance
- Risk assessment
- Customer service
- Project management
Timeline
Assistant Manger-Loan Officer
Beacon Credit Union
01.2018 - Current
Head Teller
First Bank and Trust of Fullerton
04.2013 - 01.2018
Teller
BB&T Bank
08.2010 - 08.2013
High School Diploma -
Brookville High School
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