Annette Robles Email and Phone Number

Create and manage spreadsheets/Smartsheets/charts to track numbers, fee income, projections data, and activity for different groups in our department. Create, build queries, & manage Access DB projects/reports. Create, run, and schedule reports in a SAP system for different groups in our area. Analyze reports (from Smartsheet, SAP, Excel, Access) to gather needed information for upper management and present it in a simplified manner (charts, tables, pivot tables). Organize and quality check documents. Manage vendor payments. Create forms via Adobe and Excel. Create efficiencies when needed. Contact title companies, vendors, and clients as needed. Archive and close files when needed. Verify address, parcel and aerial imagery of real property for real property collateral.

Help manage the banks COLD storage and report storage systems.Participate in the testing and implementation of new products and services of the bank.Create and run reports for Senior Management.Extract specific data from reports for senior management.Retrieve online applications from a SQL database.Review documents for accuracyHelp troubleshoot problems/issues with the banks mobile banking application. Update interest rates in core system.Participate in the planning, testing and implementation of new products in the bank.Help troubleshoot problems with different banking products that may arise (ie. interest payments, service charges)

Provided excellent customer service via phone, email and live chat.Trained new associates that started in the Client Service Center as well as training all associates on updated or new procedures.Helped troubleshoot technical issues in the department.Reached new account and referral goals each month.Followed strict call guidelines.

Provided excellent customer service over the phone by completing insurance enrollment offers transferred to me by other associates. Offered additional products while completing said enrollments. Verified accuracy of information and provided important information to the clients in a clear manner.