Courtney Bargar Email & Phone Number

Severna Park, Md, Us

Linthicum Heights, Maryland, United States

-Review all assigned home equity applications received and ensure completion of all required data-Ensure all RESPA disclosures have been generated accurately and delivered as required-Obtain and review all necessary documents from the member and any other applicable third parties that are required in order to meet Credit Union partner product/guidelines-Respond to all member inquiries and questions related to the transaction and keep them informed of the status of their loan throughout the entire process-Work with outside vendors to order required documents such as appraisals, title reports, flood certifications and mortgage insurance-Complete appropriate checklist and submit a complete and accurate loan file to Underwriting for a final decision on the loan-Maintain service levels for all processing turn-times as set forth by management-Work in collaboration and partnership with other team members-Additional job related projects as assigned by management

Linthicum Heights, Maryland, United States

- Responsible for maintenance of robotic automation on all Home Equity Loan Funding Processes. - Run Automation Reports twice a day for AM and PM funded loans.- Relay any malfunctions to the System Trainers and IT department.- Make recommendations for system improvements, to keep the BOT running smoothly.-Monthly Conference Calls to keep all departments in connection with upgrades and improvements.

Linthicum Heights, Maryland, United States

*Closer for two financial institutes, at once.*Conduct a thorough QC review of the loan package received from the processor *Coordinate settlement date and time with the member *Prepare closing documents for delivery to settlement agent *Calculate and issue wire proceeds in conjunction with closing date and settlement agent requirements *Conduct a post-closing review the completed/signed loan package returned by the settlement agent to ensure accuracy and compliance with all CU requirements and state and federal regulatory requirements *Book and disburse loans in the Credit Unions’ core system *Interact with First Mortgage Fulfillment team and 3rd party Title companies in order to facilitate any simultaneous settlements *Work in collaboration and partnership with other team members *Additional job related projects as assigned by management

Baltimore, Maryland Area

• Plans teammate staffing and resource allocation • Ensures amount of cash on hand is sufficient for expected traffic of the day while within drawer limits• Prepares shipment of incoming/outgoing cash• Handles all client transactions in a quick, efficient and accurate manner• Completes operational tasks such as approving transactions, maintaining cash/internal controls, adhering to security procedures• Researches any outstanding Teller outages and operational issues• Provides feedback and In-the-Action coaching to Tellers based on observation and performance as needed, shares feedback with Branch Manager for inclusion in his/her further coaching and development activities.

Baltimore, Maryland Area

• Provided clients with courteous and professional service within Branch. • Ensured compliance with internal controls, operational procedures and risk management policies. • Responsible for ensuring that all business transactions and practices in the individual’s span of control comply with all regulations and the SunTrust Code of Conduct. • Pursued on-going education of SunTrust products, services, and other lines of business. • Provided industry-leading service; performs client maintenance requests, problem resolution and sales functions regarding deposit, credit, convenience and other product and service lines. • Contributed made to meeting or exceeding client service as well as branch sales goals by offering and selling products and services and developing, expanding and retaining relationships. • Participated fully in all components of the Client Engagement Model. • Committed to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients.

Baltimore, Maryland Area

• Oversaw day to day transactions of at least three tellers/senior tellers in a high quality manner so as to provide superior client service with minimal service problems• Ensured staff was supportive of sales efforts and send referrals to branch personnel as part of quality of client service• Assisted tellers with complex transactions, client issues ensuring timely and professional resolution• Administered ongoing coaching, support and inspection of teller referral• Assisted with Risk Management practices to include management of Teller differences, losses and Teller errors

Associate Of Arts And Sciences (Aas), Business Management

Driven to successfully progress my career with an advanced education.

High School Diploma, General Studies