Jaclyn Scott

Jaclyn Scott Email and Phone Number

Office Manager @ MBK Financial Services, LLC
Duluth, GA, US
Jaclyn Scott's Location
Duluth, Georgia, United States, United States
Jaclyn Scott's Contact Details

Jaclyn Scott work email

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About Jaclyn Scott

With over fifteen years of experience in the financial services industry, I am a passionate and skilled consumer loan closer who can help customers achieve their financial goals. I have a strong knowledge of internet banking, loan products and services, and I can provide accurate and efficient service to every customer I interact with. I value integrity, teamwork, and continuous learning, and I strive to contribute to the success and growth of the organization I work for.In my most recent role as a Member Service Representative at Truliant FCU, I was responsible for identifying, recommending, and selling appropriate loan products and services (as well as all deposit accounts) to members (customers), as well as originating, processing, and closing all consumer loans. I also educated customers on their financial options and needs, and established new and maintained existing customer accounts. I demonstrated awareness of company goals, policies, and procedures, and observed all compliance regulations and security standards. I also identified and prevented fraudulent activity to minimize potential loss. I consistently delivered high levels of customer satisfaction and loyalty, and received positive feedback from both customers and managers.

Jaclyn Scott's Current Company Details
MBK Financial Services, LLC

Mbk Financial Services, Llc

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Office Manager
Duluth, GA, US
Jaclyn Scott Work Experience Details
  • Mbk Financial Services, Llc
    Office Manager
    Mbk Financial Services, Llc
    Duluth, Ga, Us
  • Truliant Federal Credit Union
    Member Service Representative
    Truliant Federal Credit Union Jun 2011 - Feb 2014
    Charlotte, Nc
    Responsibly served the needs of every member I came in contact with, accurately and efficiently. Provided specific information on everything from basic deposit products and services and loans to investmentproducts and services. Performed all traditional teller functions, as needed. Assisted in all vault and ATM balancing duties, as needed. Committed to providing excellent service to all members (customers) and fulfilled this commitment daily.
  • Gte Financial
    Consumer Loan Closer
    Gte Financial Apr 2008 - Jun 2011
    Responsible for identifying, recommending and selling appropriate loan products and services in order to build a fullfinancial relationship with each customer. Educated customers on their financial options and needs. Established new and maintained existing customer accounts. Originated, processed and closed all consumer loans. Identified fraudulent activity to prevent potential loss. Observed all necessary guidelines, policies and procedures in order to adhere to compliance regulations and securitystandards. Demonstrated awareness of company goals.
  • The Lakes Family Dental
    Administrative Assistant
    The Lakes Family Dental Nov 2007 - Mar 2008
    Greeted new patients in the office and over the phone, making them feel welcome and comfortable. Provided information and assistance to patients regarding all services offered. Explained and assisted patients with any necessary documents. Updated charts and created new charts using Eagle Soft application software. Performed insurance verification. Routed calls to appropriate departments as necessary and took messages as needed. Handled any necessary filing for all office staff.
  • Tampa General Hospital
    Financial Counselor
    Tampa General Hospital Jan 2007 - Jul 2007
    Identified and established financial eligibility for patients for both inpatient and outpatient services. Interviewed patients in order to determine third-party coverage or possible eligibility specifically for indigent patients. Prepared applications in order to determine financial capability of patients. Referred prospective patients to Medicaid or other local, state or federal programs. Provided continuous monitoring of all in-house accounts for possible financial issues. Set-up payment arrangements and collected individual payments from patients who did not have insurance and or did notqualify for assistance.
  • Suncoast Credit Union
    Mortgage Representative/Customer Service Representative
    Suncoast Credit Union Apr 2001 - Jan 2007
    Provided information and assistance to customers referencing the products and services offered by the Credit Union.Handled applications and inquiries in reference to all Consumer and Mortgage loans. Performed account maintenance pertaining to the various accounts available to customers. Reviewed updated policies and procedures governing IRA’s in order to secure the most recent information. Communicated regularly with customers to determine status on loan request, interviewed applicants and ensured dataentry for accuracy in order to facilitate the loan review and decision process. Sent all loan requests (out of my lending authority) to the Credit Union’s Loan Review Committee. Assisted the loan officer and closer with any additional information necessary in order to facilitate the consumer/mortgageloan process. Spent one year in the Insurance Department handling GAP, Extended Warranty, Life and Disability claims. Worked in the branch (front end) for two years assisting customers with everything from account inquiries to MortgageApplication’s and disbursements.
  • Winn-Dixie Marketplace
    Assistant Store Coordinator
    Winn-Dixie Marketplace Jan 1999 - Jan 2006
    Provided assistance to managements with supervision over all cashiers. Coordinated the reconciliation of all monetary transactions preformed, including Western Union, Money Gram, Lotto,Debit/Credit card transactions, Utility payments, checks and cash. Served as front end service counter associate as needed, assisting with all customers inquiries, returns, complaints, etc. Trained all associates on new equipment as it was introduced to the Company, as well as trained them on the newprocedures. Have worked as a bagger, cashier, service counter associate, office staff, stocker, receiving associate, pharmacy assistant,produce personnel, dairy personnel and lastly store coordinator.

Jaclyn Scott Skills

Banking

Jaclyn Scott Education Details

Frequently Asked Questions about Jaclyn Scott

What company does Jaclyn Scott work for?

Jaclyn Scott works for Mbk Financial Services, Llc

What is Jaclyn Scott's role at the current company?

Jaclyn Scott's current role is Office Manager.

What is Jaclyn Scott's email address?

Jaclyn Scott's email address is ja****@****ant.org

What is Jaclyn Scott's direct phone number?

Jaclyn Scott's direct phone number is +133629*****

What schools did Jaclyn Scott attend?

Jaclyn Scott attended Hillsborough Community College, Lakeside Private School.

What skills is Jaclyn Scott known for?

Jaclyn Scott has skills like Banking.

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