Mackenzie Plumb
Grand Junction
Summary
Welcoming and intelligent worker with proven history of accuracy, efficiency, and punctuality. Skilled in both mentally and
physically challenging roles with great attention to detail as well as organization skills. Resourceful and outgoing employee with
experience in fast paced environments. Excels individually and on a team with the ability to pick up new information and
techniques quickly.
Overview
7
7
years of professional experience
Work History
Mortgage Loan Assistant/Processor and Closer
Grand Valley Bank
09.2021 - Current
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Set up and completed loan submission packages.
- Handled any conditions sent from underwriting departments.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues, and discuss progress of their loan.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Calculated, reviewed and corrected errors on interest, principal and closing costs.
Teller
Grand Valley Bank
04.2021 - Current
- Answered customer inquiries regarding account balances, transaction history, statements, in addition to transfers over the phone and in person.
- Completed various accurate, high-volume money counts via manual and machine-driven approaches.
- Learned about customer's financial needs to be met, resulting in professional and quality customer interactions.
- Processed customer transactions promptly, minimizing wait times.
- Educated customers on use of banking website and mobile apps.
- Directed customers to the correct department based on their needs and inquiries both in person or over the phone.
- Accurately calculated and completed the branch's daily teller cash report.
- Diligently prepared both domestic and foreign wire transfer requests with correct customer and receiving bank information.
- Wrote, filled, and processed coin and currency orders and sells to the FED.
- Learned vault balancing and processing techniques to maintain an accurate daily count following teller activity as well as buys and sells to other branches.
- Successfully dispensed ATM totals and replenished cassettes weekly or as needed, then completed settlement paperwork with correct amounts.
- Maintained strong knowledge of bank services and policies to assist coworkers with questions or tasks.
In-Home Caregiver
Klarus Personal Care
01.2021 - 04.2021
- Traveled to clients' homes to complete healthcare services and promote continuity of care.
- Assisted patients with chores such as cleaning, cooking, laundry, errands, and other necessary tasks to help overcome and adapt to physical restrictions.
- Provided mobility assistance such as walking and regular exercising.
- Kept close eye on behavior and emotional responses of clients to address concerns and keep the care team updated as well as protect each person from harm.
- Offered patients and families emotional support and instruction in preparing healthy meals, independent living and adaptation to disability or illness.
- Provided transportation and appointment management.
Manager
Walt's Hardware
05.2020 - 12.2020
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand.
- Trained and guided team members to maintain high productivity as well as performance metrics.
- Demonstrated new products, procedures, and techniques to employees.
- Helped customers locate items in addition to completing purchases in order to promote loyalty, satisfaction, and sales numbers.
- Restocked, arranged, and organized merchandise in front lanes to drive product sales.
- Processed POS transactions including checks, cash, and credit purchases or refunds.
- Answered questions about store policies and concerns to support positive customer experiences.
- Counted cash drawer at the start and end of each shift, accounting for errors and resolving any discrepancies.
- Replenished sales floor merchandise and organized shelves, racks, and bins for optimal appearance.
- Prepared paint primers to proper consistency with electric mixer and matched color choices for consumers.
- Carved various types of key copies.
- Went through inventory to prepare and submit weekly order list.
- Arrived early and stayed late to manage deliveries in addition to obtaining a head start on stocking and displays.
- Evaluated sales reports at the end of every shift.
- Responsible for counting and maintaining money in safe.
- Correctly wrote and personally delivered daily deposits to the bank at the end of every work day.
Cashier
Cafe Rio Inc
01.2020 - 04.2020
- Accurately operated cash register to process customer payments.
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
- Maintained clean and organized appearance for all restaurant areas.
- Restocked inventory and ingredient items to maintain optimal kitchen efficiency.
- Assisted customers with product selection by answering questions about food ingredients and nutritional value.
- Produced food and drink products that adhered to company quality and quantity standards.
- Communicated menu item information and offered suggestions to promote featured products.
- Made desserts and house made juices.
Laborer, Customer Service Associate
San Juan Gardens
04.2017 - 07.2019
- Provided every customer with professional and polite support for sales and service needs including answering questions, giving advice and helping to locate products.
- Initiated friendly conversation with each customer to determine level of assistance required.
- Maintained current store, product, and promotional knowledge to drive consistent sales.
- Smoothly processed incoming orders, handling multiple transactions per day with exceptional accuracy.
- Established high productivity by efficiently processing cash, credit, debit, and voucher program payments for customers.
- Carefully selected various bulbs, bushes, trees, and flowers for customers and landscaping companies based on their needs and preferences.
- Swapped out and designed new plant containers and flowerbeds each spring, summer, and fall.
- Maintained sprinkler systems to give grass, flowers, and other landscaping adequate water for survival and growth needs,
- Determined causes of lawn and garden issues and recommended effective solutions.
- Fertilized, cultivated, and weeded soil as needed.
- Safely operated heavy machinery to transport trees and shrubs to restock and maintain grounds.
- Remained calm in stressful situations and applied strong problem-solving and interpersonal skills to resolve conflicts.
Education
Business Administration And Management
Colorado Mesa University
Grand Junction, COHigh School Diploma -
Montrose High School
Montrose, CO05.2017
Skills
- Customer service experience
- Staff management
- Verbal and written communication
- Customer assistance
- Relationship building
- Ability to multi-task
- Teamwork
- Cash drawer management
- Point of sale knowledge
- Payment processing
- Friendly demeanor
Affiliations
- Member, Sharing Ministries Food Bank, 2012 to 2014
- Preschool Teacher Aide, Montrose Education Center, 2014 to 2015
- Camp Leader, Gold Medal Squared Volleyball Camp, 2014 to 2017
- Member, Montrose High School Link Crew, 2015 to 2016
Timeline
Mortgage Loan Assistant/Processor and Closer
Grand Valley Bank
09.2021 - Current
Teller
Grand Valley Bank
04.2021 - Current
In-Home Caregiver
Klarus Personal Care
01.2021 - 04.2021
Manager
Walt's Hardware
05.2020 - 12.2020
Cashier
Cafe Rio Inc
01.2020 - 04.2020
Laborer, Customer Service Associate
San Juan Gardens
04.2017 - 07.2019
Business Administration And Management
Colorado Mesa University
High School Diploma -
Montrose High School
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