Shelly Loftis
Black River Falls,WI
Summary
Motivated banking professional possessing strong commitment to quality customer service coupled with superb communication skills. Builds customer loyalty by effectively resolving problems and quickly processing transactions.
Overview
24
24
years of professional experience
Work History
Credit Union MSR
Co-op Credit Union
Black River Falls, WI
01.2024 - Current
- Enhanced member satisfaction by providing efficient and accurate transaction processing.
- Contributed to a positive team atmosphere by collaborating with colleagues on various tasks and projects.
- Prevented potential fraud incidents by meticulously reviewing transactions for suspicious activity and following established protocols.
- Aided in growing credit union assets under management through proactive identification of member needs and recommending suitable financial solutions.
- Maintained compliance with federal regulations, ensuring accurate reporting of currency transactions as needed.
- Supported branch operations by maintaining an organized work area and adhering to all security procedures.
- Managed high volumes of transactions daily while ensuring accuracy, timeliness, and adherence to credit union policies.
Universal Banker
Mechanics Bank
06.2018 - 09.2020
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Upheld strict financial controls by keeping funds secure and accurately transferring monies.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Processed quarterly vault and ATM audits with zero error rate.
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Coordinated daily cash reconciliation in high-volume location.
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Balanced teller drawers and ATM cash.
- Opened, closed and updated accounts for customers.
- Represented bank at community events to establish strong ties and promote business.
School Bus Driver
Scott Valley Unified School District
01.2013 - 06.2018
- Performed bus driving duties while keeping student safety in mind to maintain good safety record.
- Transported passengers safely along prescribed routes according to tight schedules.
- Maintained excellent attendance record, consistently arriving to work on time.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Assisted passengers with disabilities and other physical issues in boarding and exiting bus to promote passenger safety.
- Obeyed federal, State and local traffic laws and regulations to enable safe transportation outcomes for participants.
- Escorted students across streets and roadways and guided older children across streets.
Teacher's Aide
Scott Valley Unified School District
Fort Jones, CA
01.2013 - 06.2018
- Supported student learning objectives through personalized and small group assistance.
- Assisted teachers with classroom management and document coordination to maintain positive learning environment.
- Assisted teachers with supervision and care of group of Number children.
- Promoted physical, mental and social development using classroom games and activities.
- Tutored struggling students individually and in small groups to reinforce learning concepts.
- Distributed learning materials such as worksheets, textbooks and supplemental activities.
- Set up visual aids, equipment and classroom displays to support teacher's lesson delivery.
- Monitored students on field trips, handling roll call and group movement to keep youths safe in public settings.
- Prepared teaching materials and set up audio-visual equipment for lead teacher.
- Took daily attendance, notifying classroom teacher immediately of student absences.
- Supported instructor with test administration, curriculum development and assignment grading.
Administrative Assistant
USDA Forest Service
06.2010 - 12.2010
- Performed general office duties, including answering multi-line phones, routing calls and messages and greeting visitors.
- Routed incoming calls and faxes and drafted detailed messages to expedite response.
- Maintained complex digital filing system for financial information.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Welcomed office visitors warmly and alerted staff to arrivals of scheduled appointments.
- Offered departmental administrative support.
- Tracked inventory and ordered office supplies encouraging cost-effective solutions.
- Coached new employees on administrative procedures, company policies and performance standards.
Real Estate Agent
Caldwell
03.2006 - 06.2008
- Represented buyers and sellers of developed and undeveloped properties.
- Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.
- Developed and maintained relationships with clients through networking, postcards and cold calling.
- Guided clients from beginning to end of home buying process in choosing right property.
- Negotiated contracts on behalf of clients.
- Accompanied buyers and sellers to home inspections and appraisals.
- Presented purchase offers to sellers for consideration.
- Collected fees and documented payment processes for property transactions.
- Greeted and registered new clients to engage each in process and cultivate long-lasting relationships.
- Maintained connections with clients to encourage repeat business and referrals.
- Informed home buyer of sales, construction and warranty processes.
Notary Public
Self Employed
03.2000 - 07.2010
- Administered oath to document signers to obtain affirmation of truth.
- Updated journal with names and dates for permanent record.
- Generated reports, uploaded documents into digital storage and prepared client case affidavits.
- Supported timely and accurate administrative task completion.
- Looked for signs of fraud or coercion and refused notarization.
- Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
- Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
- Ordered and distributed office supplies while adhering to fixed office budget.
Education
General Studies
Golden Sierra Junior Senior High School
Garden Valley, CA06.1986
Skills
- Strong account analysis skills
- Night and safe deposit procedures
- Compliance, banking laws and regulations
- Accounting systems and software
- Cash Handling
- NCR Cash recycler
- Regulatory Compliance
- Team building
- Customer service
Timeline
Credit Union MSR
Co-op Credit Union
01.2024 - Current
Universal Banker
Mechanics Bank
06.2018 - 09.2020
School Bus Driver
Scott Valley Unified School District
01.2013 - 06.2018
Teacher's Aide
Scott Valley Unified School District
01.2013 - 06.2018
Administrative Assistant
USDA Forest Service
06.2010 - 12.2010
Real Estate Agent
Caldwell
03.2006 - 06.2008
Notary Public
Self Employed
03.2000 - 07.2010
General Studies
Golden Sierra Junior Senior High School