Dixie Bartee Email & Phone Number

Knoxville, Tennessee, United States

Provide customer service to clients to help resolve issues with online banking, loans and accounts. Develop rapport with clients to uncover financial needs the bank can provide. Opening deposit accounts. Processing and closing consumer loans. Assist with Branch operations as needed.

Wyandotte, Michigan, United States

Helping create a great member service experience over the phone, by text and through video.

3425 Berry Dr., Carleton, Mi 48117

Helping people with their financial future. Managing investment portfolios. Retirement Income planning. College planning. Life insurance, Disability income insurance and Long Term care insurance. Budgeting and savings strategies. Leaving a Legacy planning."For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social."

Carleton, Michigan

I've been volunteering my time to helping my husband build his business as a Financial Professional with Thrivent Financial.

Newport, Mi

Supervised employees’ quality of work, behaviors, and performance. Trained and coached current and new employees in customer service, branch operations, policies, procedures, loan processing, and sales. Wrote performance reviews and provided disciplinary counseling. Facilitated team meetings on operations and sales to employees. Provided member service by opening accounts, closing consumer loans, IRA and problem solving.

Monroe, Michigan

Originated, approved, or denied and closed in-house and secondary market mortgages, including ARM, fixed, FHA, and construction. Originated, approved, or denied and closed fixed-rate home equity loans and home equity lines of credit. Maintained ongoing relationships with real estate agents, title companies, and branch staff to obtain home loan business by providing updated loan progression and government regulations in mortgage industry. Managed current loan portfolio by monitoring delinquencies and actively contacting customers with maturing loans. Oversaw time cards and Paid Time Off for mortgage center.

Flat Rock, Michigan

Developed business relationships in community through business calls. Supervision, training and coaching of employees. Identified customer’s needs to provide excellent customer service. Organized and managed banking experiences at three local elementary schools to teach children how to save money.