Heather M. Palmer Email & Phone Number

Bellevue, Ne, Us

Bellevue, Nebraska, United States

Responsible for setup, processing, customization, reporting, and all processes and procedures involved in operational support. This position is responsible for communicating system-generated funding flags and unusual activity to the loan officer and as well as the credit lead. The process coordinator is the owner of the Business procedures and policies and oversees the daily operations of the department to ensure that proper controls and processes are in place to meet service level agreements. Apply accounts receivable payments to business accounts using bank accounting system. Reconcile and balance multiple accounts daily. Monitor risk and watch for red flags on accounts and perform account verifications. Analyze data to create and pull trends analysis reports. Deliver excellent customer service to internal and external customers on the phone, over email, and in person. Navigate multiple computer systems and data, as well as printer, copier, scanner multifunctional devices. Sort, open, and process mail for different departments, train staff, keep up to date with new procedures and safety and soundness of bank assets. Onboard new business clients and pay off current clients.

Omaha Metropolitan Area

Apply accounts receivable payments to business accounts using bank accounting system. Reconcile and balance multiple accounts daily. Monitor risk and watch for red flags on accounts and perform account verifications. Analyze data to create and pull trends analysis reports. Deliver excellent customer service to internal and external customers on the phone, over email, and in person. Navigate multiple computer systems and data, as well as printer, copier, scanner multifunctional devices. Sort, open, and process mail for different departments. Efficient 10-key to process ABL payments, analyze payment and funding data to spot red flags and minimize risk. Communicate professionally via email and phone with internal and external customers to problem solve, and research. Pull reports, perform end of month duties.Provide backup to my manager during their absence. Cross trained in Lockbox. Train staff, keep up to date with new procedures and safety and soundness of bank assets. Onboard new business clients and pay off current clients.

Omaha Metropolitan Area

Apply accounts receivable payments to business accounts using bank accounting system. Reconcile and balance multiple accounts daily. Monitor risk and watch for red flags on accounts and perform account verifications. Analyze data to create and pull trends analysis reports. Deliver excellent customer service to internal and external customers on the phone, over email, and in person. Navigate multiple computer systems and data, as well as printer, copier, scanner multifunctional devices. Sort, open, and process mail for different departments. Efficient 10-key to process ABL payments, analyze payment and funding data to spot red flags and minimize risk. Communicate professionally via email and phone with internal and external customers to problem solve, and research. Pull reports, perform end of month duties.Provide backup to my manager during their absence. Cross trained in Lockbox. Train staff, keep up to date with new procedures and safety and soundness of bank assets. Onboard new business clients and pay off current clients.Presented an income generating idea to treasury management and won first prize.

Omaha Metropolitan Area

Apply accounts receivable payments to business accounts using bank accounting system. Reconcile and balance multiple accounts daily. Monitor risk and watch for red flags on accounts and perform account verifications. Analyze data to create and pull trends analysis reports. Deliver excellent customer service to internal and external customers on the phone, over email, and in person. Navigate multiple computer systems and data, as well as printer, copier, scanner multifunctional devices. Sort, open, and process mail for different departments. Efficient 10-key to process ABL payments, analyze payment and funding data to spot red flags and minimize risk. Communicate professionally via email and phone with internal and external customers to problem solve, and research. Pull reports, perform end of month duties.Provide backup to my manager during their absence. Cross trained in Lockbox. Train staff, keep up to date with new procedures and safety and soundness of bank assets. Onboard new business clients and pay off current clients.

Omaha Metropolitan Area

Perform accurate 10-key to process ABL payments, analyze payment and funding data to spot red flags and minimize risk. Communicate professionally via email and phone with internal and external customers to problem solve, and research.participated in an Employee engagement group called the BeeHive (Because every employee Has Individual Values that are Extraordinary) which awarded "Bees Knees" and held monthly fun activities. I also named the group.

Omaha Metropolitan Area

Learned banking! Facilitated Excellent Customer Service to internal and external customers via phone queue, email, and fax including but not limited to account inquiry, fraud claims and investigation, address change, payoff, debit card services, etc., utilizing prescribed customer identification protocol.