Joann Sutton Email & Phone Number

Minneapolis, MN, US

• Deliver friendly, helpful service including: o Taking responsibility for providing timely response to internal staff, members, vendors and business partners. Understanding the Member’s, Employee’s and/or Business.
• Utilize expert knowledge to underwrite consumer loans following established underwriting criteria and lending policies and procedures.
• Support efficient loan production by: processing loan files, coordinating with appropriate third parties, document review and document preparation.
• Secure the credit union’s assets by following established guidelines and internal controls; properly identify members and keep member information confidential.
• Uphold professional relationships with partners and vendors inquiring about the TruStone lending programs.
• Maintain up-to-date knowledge and adhere to all regulations, policies, procedures, and standards.

Plymouth

• Reviewed and approved appraisals.
• Sorted and reviewed post-closing files.
• Processed post-closing payment setup and follow-up.
• Finalized and funded loans and retail accounts.
• Coordinated with title companies including HUD approval, title review, title clearing and transfer of funds.
• Ordered and managed office and marketing supplies for department.

Golden Valley, MN

• Effectively develop new member and business sales to achieve individual and branch sales goals
• Effectively handle member transactions while looking for sales opportunities and referring members to appropriate staff for new services
• Provide friendly, helpful sales and service that builds member relationships through effective cross sales
• Build new relationships outside of the branch through effective sales techniques
• Interpret and accurately process member requests and transactions according to TruStone guidelines
• Consult with members on specific account needs; convey rates, benefits, service charges and restrictions with transparency and expertise; Teach members to use the account or service to improve their financial.

Minneapolis, MN

• Generate leads through contacting personal networks, generating referrals, creating workplace partnerships, and joining networking groups
• Schedule meetings with clients and prospects
• Conduct meetings with clients/potential clients
• Analyze data
• Propose strategies and potential solutions
• Provide ongoing client service to help clients stay on track of their financial goals

Minneapolis, MN

• Aggressively promoted, sold and referred TCF products and TCF services to customers
• Built relationships with local businesses to create excellent rapport and increase profitability
• Created and enforced sales plans to ensure branch goals were met
• Supervised and motivated all branch staff
• Completed employee performance evaluations
• Promptly found resolutions to customer disputes

Excelsior, MN

• Reconciled daily general ledgers and clearing outstanding entries from assigned general ledger accounts
• Processed adjustments to customer accounts ensuring they were completed within required time frames
• Audited all branch negotiables, teller cash dispensers, ATMs, vault, and teller drawers on a regular basis
• Created branch schedule to ensure all shifts were appropriately covered
• Ensured all paper work was properly completed and filed to pass internal and external audits
• Answered multiline telephone, took accurate messages, performed faxing, photocopying and filing duties

Minnetonka, MN

• Enthusiastically cross sold retail products and programs or services in order to promote TCF as a full service bank
• Greeted and directed customers to their desired destination
• Answered inquiries regarding checking and savings accounts and other bank related products
• Accurately processed, verified, and promptly keyed all transactions in a manner that ensures TCF’s high standards and high level of customer service
• Assisted supervisor with special projects