Lori T. Email and Phone Number

- Organize loan applicant information for review and analysis by loan officers- Input pertinent loan data into credit delivery system as directed- Provide excellent customer service by answering customer inquiries, resolving customer issues and concerns, taking and processing loan payments, discuss loan details, transactions and products- Record new loans, establishe relevant files, maintain a variety of loan records and obtains credit information- Assist in maintaining and monitoring borrowers' required insurance, UCC financing statements, deed of trust expiration dates, payment of property taxes and other loan requirements and reporting- Prepare documents and correspondence for association reports as required following approved association policies and procedures- Operate a variety of standard office equipment according to detailed instructions, which may include computers, paper shredders, telephones, photocopiers, fax machines and scanners

- Provided comprehensive administrative support for two departments – Energy & Ancillary Services and Testing & Assessment Department- Duties included extensive data entry, creation of spreadsheets, reports, and presentations, calendar/travel coordination, inventory management of instructional materials and district records, maintain 15 budget accounts, procurement of instructional materials, as well as website maintenanceKey Contributions: - Established effective office management system- Created multiple Excel workbooks for use in the Energy Management department- Designed Energy Department website- Improved existing instructional materials inventory management procedures to be more effective and efficient- Created budget workbook to track all expenses of 15 general ledger accounts

- Entered student discipline referrals in computer for Assistant Principal- Ensured that student attendance was promptly and accurately recorded and reported- Assisted in the office daily functions including answering telephones, directing calls, taking messages, ensuring the proper protocols were followed to release children from schoolKey Contributions:- Created a campus daily attendance sheet that was eventually used throughout the district- Implemented new attendance procedures, which improved the efficiency and accountability of the process- Updated legal court truancy forms for truancy to achieve maximum time effectiveness

- Assisted members with all banking needs such as deposits, withdrawals, wire transfers, collection items, and loans- Balanced cash drawer, vault and ATM, while always striving for maximum accuracy- Assisted Branch Manager with daily opening and closing procedures of the Credit Union- Aided in the balancing of the branch vault, as well as all ancillary items (checks, travelers checks, cash advances, etc.)

- Entered student discipline referrals in computer for Assistant Principal- Ensured student attendance was recorded promptly and accurately by all teachers- Submitted attendance reports to administration monthly, quarterly and annually- Assisted office staff with telephone calls and campus visitorsKey Contributions:- Created sign in log and spreadsheet to track lunch detentions- Managed student office assistants by delegating daily tasks- Designed document templates which minimized time and maximized efficiency

- Assisted in daily office duties such as accounts payable, account receivable, collections, invoicing, driver payroll, telephones, copying, faxing and typing correspondence letters- Cross trained in all areas to cover for vacations, etc- Created PowerPoint presentations for managers as requested- Prepared daily deposits and delivered to bank

- Responsibilities included all accounts payable, accounts receivable, invoicing, dispatching, banking, payroll processing, and tax filingKey Achievements:- Developed extensive plans, procedures and policies to start up new business through collaboration and cooperation with the other corporate officers- Participated in college and continuing education courses to effectively run and grow the business- Utilized skills and knowledge from past experiences to develop good business practices- Effectively performed all office duties for the company