SHARELLE BARTOSZ
Mountain Home
Summary
Adaptable banking professional with 18 years of experience in customer service and efficient workflow prioritization. Proven ability to process commercial loan applications and coordinate communication among clients, loan officers, and underwriters, ensuring timely approvals while enhancing team collaboration.
Overview
27
27
years of professional experience
Work History
Commercial Loan Asst II / Administrative Asst II
Farmers and Merchants Bank
Mountain Home
11.2022 - Current
- Processed commercial loan applications, ensuring timely approvals and regulatory compliance.
- Reviewed financial documents for accuracy and completeness, supporting timely loan approvals.
- Coordinated communication among clients, loan officers, and underwriters, enhancing operational efficiency.
- Prepared closing documents and schedules, ensuring seamless client transaction processes.
- Maintained detailed records of loan transactions within banking systems for audit readiness.
- Organized files and documentation for efficient access by lending staff.
- Researched complex issues related to commercial lending to support team decision-making.
OFFICE ADMINISTRATIVE ASSISTANT
KILGORE VISION CENTER
Mountain Home
06.2021 - 10.2022
- Scheduled patient appointments to streamline workflow and reduce wait times.
- Facilitated communication between patients and medical staff, improving overall coordination.
- Maintained files, ensuring confidentiality and accuracy of sensitive information.
- Screened incoming calls and routed to appropriate personnel, ensuring timely communication.
COMMERCIAL LOAN ASSISTANT
ARVEST BANK
Mountain Home
02.2016 - 10.2020
- Prepared loan applications, closing documents, legal documents, letters and forms.
- Verified and examined information and accuracy of loan application and closing documents.
- Calculated and reviewed interest, principal, payment, and closing costs, correcting errors to maintain precision in loan processing.
- Verified customer collateral value for loan security and ordered appraisals to ensure accurate underwriting.
- Assembled and compiled documents for loan closings, such as title abstracts, insurance forms, loan forms, tax returns, flood Certs.
- Ensured completion of loan documents and imaging processes.
- Recorded applications for loan and credit requests, loan information and disbursements of funds.
- Contacted customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- Answered customers' questions and explained available services.
NEW ACCOUNTS REPRESENTATIVE
TRUSTBANC-LIBERTY BANK-CENTENNIAL BANK
Mountain Home
09.2004 - 07.2014
- Executed wire transfers of funds for customers to facilitate their financial transactions.
- Informed customers of procedures for applying for services, such as ATM cards, direct deposit of checks and certificates of deposit.
- Directed customers to appropriate bank personnel to address financial needs efficiently.
- Responded promptly to customer inquiries, facilitating resolutions to enhance customer satisfaction.
- Investigated and corrected errors upon customers' request, according to customer and bank records.
- Processed ATM deposits and reconciled against reports.
- Balanced cash drawer daily and ensured accurate accountability for all cash transactions.
- Performed foreign currency transactions and sold traveler's checks.
- Adhered to security and regulatory requirements surrounding financial transactions.
- Supported customer confidentiality and security with stringent discretion.
TELLER
PEOPLE'S BANK & TRUST CO
Mountain Home
10.1999 - 01.2002
- Referred customers to appropriate bank personnel to meet financial needs.
- Informed customers of procedures for applying for services, such as ATM cards, direct deposit of checks and certificates of deposit.
- Responded promptly to customer inquiries, facilitating timely resolution of issues.
- Executed wire transfers of funds.
- Investigated and corrected customer-reported errors, ensuring accuracy in bank records.
- Processed ATM deposits and reconciled against reports.
- Compiled and entered new account information into systems, maintaining organized and accurate documentation.
- Welcomed customers warmly upon entry, ensuring a positive first impression.
- Adhered to security and regulatory requirements surrounding financial transactions.
- Supported customer confidentiality and security with stringent discretion.
Education
ASSOCIATE IN ARTS (A.A.) - GENERAL / FINANCIAL
ARKANSAS STATE UNIVERSITY
Mountain Home, AR05-1999
Skills
- Regulatory Compliance
- Process Improvement
- Client management
- Customer satisfaction
- Strong Organizational Skills
- Attention to detail
- Time management
- Internal Communication
Timeline
Commercial Loan Asst II / Administrative Asst II
Farmers and Merchants Bank
11.2022 - Current
OFFICE ADMINISTRATIVE ASSISTANT
KILGORE VISION CENTER
06.2021 - 10.2022
COMMERCIAL LOAN ASSISTANT
ARVEST BANK
02.2016 - 10.2020
NEW ACCOUNTS REPRESENTATIVE
TRUSTBANC-LIBERTY BANK-CENTENNIAL BANK
09.2004 - 07.2014
TELLER
PEOPLE'S BANK & TRUST CO
10.1999 - 01.2002
ASSOCIATE IN ARTS (A.A.) - GENERAL / FINANCIAL
ARKANSAS STATE UNIVERSITY