Susan Shirk, Clss Email & Phone Number

Indianapolis, Indiana, United States

Indianapolis, Indiana

Indianapolis, Indiana Area

• Developed and distributed executive level reporting/analysis, using various tools including SQL, Excel, and Tableau
• Tracked channel/product level margins for rate locks and fundings in order to aid senior management in making margin decisions
• Managed weekly pricing incentive reporting, combining channel and individual client performance data with external market production data to provide color for senior management decisions
• Audited daily lock pipeline pricing, making corrections within the LOS and the Compass pipeline management system as necessary
• Identified and resolved system related data integrity issues
• Worked with external vendors to provide insight into our Competitive position, as well as market color on various production metrics

Indianapolis, Indiana Area

• Accepted rate locks from internal and external clients, confirming lock rates
• Reviewed rate lock requests to ensure accurate pricing and adherence with company policy
• Reviewed and processed extensions, relocks, float-downs and additional program changes in accordance to company policy
• Analyzed and resolved associated operational issues

Greensburg, IN

• Reviewed all Consumer & Equity Adverse Action files, to ensure that denial reasons are supported & documented, and that Adverse Action notices are sent out within the required notification period
• Assisted the Consumer/Home Equity Underwriting department by underwriting loan applications
• Facilitated monthly department audits of Adverse Actions
• Researched & responded to credit disputes, corresponding with customers, branch personnel, & credit bureaus
• Provided support and guidance to the retail lending staff, focusing on compliance with the Fair Credit Reporting Act and other aspects of the consumer loan function
• Communicated & resolved ongoing compliance issues as a member of the Compliance Committee

Greensburg, IN

• Assisted in resolving customer complaints concerning both deposit & loan issues
• Quoted and posted loan payments and payoffs from teller line/loan officers/accounting
• Supported loan staff by running credit reports, preparing loan documents, etc.
• Covered for teller line and switchboard operator absences
• Opened new accounts/handled CSR duties

Greensburg, IN

• Provided customer service, cross-selling bank products and services while maintaining a cash drawer