Imelda Mitchell Email & Phone Number

Humble, Texas, United States

- Assists customers with financial transactions and inquiries through phone, email, and secure message in an efficient, timely, and professional manner. Responsible for assisting customers with the online banking services available through their computer or mobile device. - Helps with customer needs with a focus on Online/Mobile solutions including, bill payment research, and technical troubleshooting. - Cross sells products and services to generate new business identifying their current and future financial needs.. - Make recommendations that would enhance the customer experience or improve functionality. • Troubleshoot Debit and Credit card related issues including activations, fraud claims, ATM or debit card processing errors and replacement orders

Houston, Texas, United States

Communicated with Spanish speaking borrowers to let them know what is needed to complete their mortgage loan application.Collected and reviewed documents from borrowers. Ordered services as title, verification of employment and rent, flood certificate ,USPS & fraud..Ordered appraisal reports and maintained communication with appraisers to ensure that all appraisal reports were received in a timely manner and to submit revision of value when the value was lower than the sales price.Issued weekly pipeline report for weekly meeting to discuss loan stage. Stayed in close communication with Sr. Loan Processors in case that deadlines were nor getting met and helped them to resolve some issues to avoid delays.

Atascocita, Texas, United States

Made daily outbound calls to sell bank products and follow up on issues related to bank products. Resolved customers' issues with their accounts and loans in person and over the phone.Processed consumer loans, HELOCS, HELONS & financial transactions.Identified needs and Cross sold bank products. Completed loan contracts and counseled clients on policies and restrictions.Educated customers on emerging technology and digital solutions in person and over the phone.Notarized documents for customers.

Houston, Texas, United States

Made outbound calls to take loan applications and to resolve issues that members had with their accounts.Opened savings and checking accounts and financial transactions..Performed loan audits to verify documents and information.Audited branch records to ensure compliance with established credit union policies/procedures and federal/state regulations. Assisted members with account maintenance, online banking and mobile app. Attended supplier vendor gatherings to promote credit union services.

Atascocita, Texas, United States

Answered inbound calls and helped customers with their needs.Verified, supervised and approved teller transactions.Issued schedules for tellers.Coordinated and assisted with the dual control vault responsibilities.Processed financial transactions in accordance with bank policies and procedures cross selling bank products while doing it.