Devon Lupardus Email & Phone Number

Salt Lake City, Utah, United States

• Evaluated loan applications for creditworthiness, ensuring strict compliance with internal policies and all relevant regulations.
• Achieved the highest average percentage among new hires in the first full year, demonstrating strong performance in production and quality assurance.
• Conducted thorough research on loan documents and regulations, guaranteeing adherence to federal, state, and local laws.
• Took on sole responsibility for the daily tasks of the treasury department, managing critical financial operations.Developed comprehensive training documents for employees and conducted both one-on-one and group.
• Generated daily detailed payoff reports, ensuring timely and error-free completion of payoffs.
• Evaluated Took on sole responsibility for the daily tasks of the treasury department, managing critical financial operations.

Charleston, West Virginia, United States

• Ensured precise cash drawer balancing while maintaining complete accountability for the allocated cash on hand.
• Welcomed customers with professionalism, offering a warm and courteous demeanor.
• Proactively promoted bank products to existing customers, consistently achieving sales targets set by management.
• Maintained strict adherence to all federal regulations pertaining to anti-money laundering laws.

South Charleston, West Virginia, United States

• Utilized electronic medical record system for efficient tracking of patient referrals and documentation.
• Monitored compliance regulations related to HIPAA privacy laws when handling confidential information.
• Developed strong relationships with referring physicians and their staffs to ensure smooth patient referrals.
• Conducted follow up calls with patients to confirm receipt of referral information and appointment dates and times.

Charleston, West Virginia, United States

• Conducted daily balancing tasks, meticulously verifying the accuracy of funds received from the previous day's transactions.
• Ensured full staffing of shifts by creating and disseminating work schedules to employees.
• Conducted regular performance reviews with employees to guarantee the proper execution of duties and adherence to established policies.
• Supervised the counting of cash, checks, and drafts to detect teller errors and maintain precise bank records.
• Exercised oversight over bank teller performance by reviewing submitted paperwork and documents from employees.
• Efficiently resolved discrepancies with customers and promptly identified any fraudulent activity.

Charleston, West Virginia, United States