Anna Gale Email & Phone Number

Wisconsin, United States

Manage and support a team of four employees; evaluate credit decisions, perform credit investigations; monthly individual check in chats to keep communication open; resolve any complaints in a professional manner, evaluate suggestions for improvements; actively review operating system to detect errors, efficiencies, programming issues and report findings to VP of Lending; assist credit resolution/collections team in reviewing delinquency and re-writes; create and update procedures for core conversion; perform (indirect) dealer visits quarterly to maintain relationships and actively listen for possible program improvements; Credit Committee board approved; audit general ledgers to ensure they balance and correct any outstanding errors before month-end; perform and follow through with annual CIP vendor audits. Work with 3rd party vendors to integrate new programs and platforms with our core system to maximize efficiency.

Jefferson, Wisconsin, United States

Underwrite and decision consumer and indirect loan applications; weekly quality control on loan files; review purchased loans for potential cross-selling opportunities; assist members through total loss process; implemented a GAP refund process; assist members daily with loan inquiries i.e., deferrals, due date changes, missed payments, loan payoffs etc.; process all loans received from indirect program along with purchased loans; quality control/final review for in house mortgage loans, consumer loans, and indirect loans.

Mukwonago, Wi

Analyze applicant’s financial status, credit, and property evaluations while staying within company provided underwriting guidelines; Decision credit applications in a timely manner; Communicate effectively with auto dealerships on responses and rehash of deals; Negotiate with auto dealers on loan package exceptions; Interview various loan customers prior to funding to verify loan and vehicle information; Answer loan customer questions including quoting pay offs, taking payments, answering questions, etc; Periodically audit and fund loan packages; Back Up Accounting for daily ACH prep work or approval.

Mukwonago, Wi

Reviewed incoming loan documents for compliance with company policies and applicable laws; entered loans into loan system for funding; communicated document issues to dealers and helped resolve them; kept clients’ information confidential; responded to client emails to resolve issues timely and efficiently; developed the funding manual for Defi/Filebound procedure; trained new employees on the auditing process; created Fillable routine forms for efficiency; generated a binder of all auto loan documentation to reference for the funding department.

North Prairie

Multi-task orders, cash register and product preparation under fast paced conditions; provide customer service to ensure correct orders and satisfaction; coordinate with management to ensure a safe and inviting environment for all guests; maintain proper accountability and quality of product and equipment; create fliers and advertise for upcoming events and specials.

Mukwonago

Provide customer service by assisting clients in class selections, membership questions, and merchandise purchases; courteously convey and enforce policies; assist in driving membership sales; oversee cash and POS system management; guide customers to the latest studio promotions, membership discounts and/or special events; maintain account details and serve as liaison between managers and clients; process payments; keep clients’ information confidential.

Waukesha, Wisconsin

Hosted events ensuring the function ran smoothly and efficiently; consulted with brides; contracted and negotiated with vendors; advertised for upcoming events; created unique fliers; re-vamped forms and contracts; installed/dismantled events. Company was sold in December 2012.

Mukwonago, Wi

Worked with management to update the customer portal with specifications and history; trained employees on the portal and order entry; resolved and directed customer inquiries; entered orders; conducted weekly meetings for intern management; organized orientations/trained new employees; managed high school co-ed students; ran weekly forecasts in Excel; coordinated department community service projects; provided back up to Account Administrators

New Berlin, Wi

Set up and took down equipment; communicated with audience; played music; assisted MC with miscellaneous tasks.

Organizational Communications, Minor Marketing, Senior

Activities and Societies: Co-President - Zeta Phi Eta Alpha Phi Chapter

Bachelor Of Arts (B.A.), Organizational Communication, General