Robin Smith Email & Phone Number

Process, underwrite, and close all types of consumer loansOpen all types of depository accounts Travel between branches as needed

Review of all consumer loans after loan closingReview of all construction perm loans and secondary mortgage loans before closing and after closingPreparation of closing docs for construction loansDirect contact with title companies and attorneys to secure required documentsProcess in-house and secondary mortgage documents; conventional, VA, FHA, and Jumbo LoansOrder appraisals for all loan types

Opened all deposit accountsProcessed/closed all types of consumer loansParticipated in branch prospecting effortsReferred clients to Financial AdvisorCounseled clients about financial well-being

Evaluate and verify FAFSA information to tax returns, assign financial aid budgets, package financial aid awards according to Federal and State guidelines.Meet with students/families to discuss specific financial aid questions and processes Interact with business office and families to troubleshoot account problemsConduct training sessions at campus events (visitation, orientation; public speaking) Conduct information (public speaking) sessions within the community at high schools, churches, Law School, Pharmacy School, etc.Evaluate academic progress of students for continued financial aid eligibility Complete private surveys Complete government reports Travel to bi-annual conferences Supervise loan department with staff of 3 people Meet with various student loan lenders to discuss products, problems Create and update various loan authorization forms Type and prepare letters, memos

Prepared monthly and annual reports for office and for Vice President and President.Acted as liaison between off campus sites and main campus.Keyed grade changes into computer system Typed and filed documents as necessary Answered phoneCoordinated monthly and yearly meetingsVerified adjunct faculty pay; according to number of students in classes and type of degree faculty member hadTyped and prepared letters and memosBalance office budget, ordered supplies as neededCoordinated Dean's calendar, organized Dean's travel arrangements

Opened all new deposit accounts Processed all savings bond transactionsTyped and prepared loan documents for loan officersBacked up teller line as needed Ordered and maintenanced ATM cards for customers

Telephoned customers to set up sales appointmentsConducted needs-based sales interviewsParticipated in branch prospecting effortsOpened new depository accountsAnswered telephone and routed calls to appropriate destinationsAssisted customers with stop payments, wire transfers, balance discrepancies on DDA's, and other problemsPrepared and/or typed memos, letters and reportsTyped all loan documentation to include collateral agreements, UCC1's, etc, and reviewed new loans with customersHandled branch overdrafts and collection itemsHandled interest payments to customers on certificates of depositRoutinely filled in at the Branch Service Representative positionAudited vault on a weekly basisOther duties as needed

Office Administration

Activities and Societies: Phi Theta Kappa Honor Society

Banking

General Studies

Banking

Education record