Christine Higgins: Loan Assistant in bedford, TX

-Process and compute loan documents adhering to Compliance guidelines. - Prepare closing documents accurately and in a timely manner, while ensuring necessary documents are recorded. - Responsible for starting all new customer files and maintaining files for active loan transactions. - Receive and disburse payments accurately and timely. - Review, investigate and correct missing and incomplete information; maintain tracking of documents in database.

- Greeted customers and assisted them with various financial transactions. - Maintained and balanced cash drawer on daily basis as well as main vault. - Balanced general ledgers daily - Monitored local and foreign currency accounts for possible fraud. - Issued bank checks, cashed bonds and processed incoming mail transactions.

- Managed a case load of 20 plus individuals, living either independently or with families. - Taught skills such as, resume writing, dressing for success, interview skills and adaptive techniques to clients. - Organized and moderated communication between employers, clients, and team members on a weekly or bi-weekly basis, ensuring everyone’s goals and needs were being met. - Assisted individuals with assessing financial resources, educational resources and transportation. - Increased revenue through fundraising, event marketing, and business-to-business sales which resulted in two additional paying job sites for the program. - Served on local committees and boards and acted as a local voice for the company - Built numerous documents which improved organization and communication and are currently used as training tools. - Managed and trained associates in job coaching techniques and held trainings for agency specific programs.

- Provided in-house case management services to adult individuals and their immediate family members. - Coordinated with individuals, families, and state workers on a quarterly basis to design and develop goals to be carried out while at the Day Program. - Counseled individuals and families that were new to the program. - Documented the utilization of all resources and patient’s progress. - Formulated with the Behavior Analyst necessary behavior modification interventions. - Managed a small group of individuals daily to ensure client’s plans were being executed.