Terri Snow
NMLS Certified Initial Processor -Home Equity Line Of Credit
Sioux Falls,SD
Summary
Personable Senior Associate with 19-year background in retail and related positions. Proficient in use and troubleshooting of POS systems. Successful meeting goals through effective team coordination and proactive customer service. Reputation for exceeding performance benchmarks in retail settings. Dependable team player with great communication and organizational skills.
Overview
19
19
years of professional experience
3
3
years of post-secondary education
Work History
Senior Associate - Customer Fulfillment/Loan Processor
BMO
Sioux Falls, SD
01.2022 - Current
- Leveraged industry expertise to provide valuable insights during internal discussions, contributing to the development of innovative solutions for clients.
- Boosted overall team morale by creating a positive work environment and encouraging open communication channels among colleagues.
- Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
- Proactively identified potential risks, developing mitigation plans to minimize impact on project timelines or outcomes.
- Collaborated with our Bank of The West Peers during conversion for Initial Processor Training. I assisted with training classes for our new Initial Processors.
- I am certified as a Private Banking Initial Processor which aloud me to learn our Final Processor role as this position has multiple job roles in processing the home equity application along with out Private Banking offered loans
- I am certified to process Gateway applications
Mortgage -Specialty Sales Banker
BMO
Sioux Falls, SD
01.2021 - 01.2022
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Conducted detailed market research to identify new opportunities for growth within the banking sector.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Enhanced bank profitability by effectively cross-selling various financial products and services.
- Assisted with reaching out to existing clients who had expiring Home Equity commitments and processed new applications
- Assisted Mortgage Banking with processing their mortgage and home equity applications.
Senior Personal Banker Officer
BMO
Queen Creek, AZ
07.2005 - 01.2021
- Boosted referral business by cultivating strong relationships with real estate agents, attorneys, and other key partners in the community.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Navigated challenging economic conditions, effectively managing risk while meeting sales targets consistently.
- Managed high-net-worth clients, ensuring their financial goals were met with tailored banking services.
- Managed a Gateway portfolio for our Canadian client
- Certified as a Market Mentor for new Personal Banking Trainees
Customer Service Experience Manager
BMO
Queen Creek , AZ
01.2016 - 01.2018
- Reduced operational costs through comprehensive process improvement initiatives and resource management.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
- Optimized resource allocation by conducting regular performance evaluations and providing personalized coaching for staff development.
- Developed a role that allowed me to continue performing my managerial requirements while also maintaining a Personal Banker sales goal
Education
High School Diploma -
Perry Meridian High School
Indianapolis, IN 06.1992 - 05.1995
Skills
Performance monitoring
Financial Management
Proficient in [Software]
Team Leadership
Project Coordination
Training and mentoring
Schedule Management
Complaint Management
Finance
Team Supervision
Financial statements expertise
Data Entry
Management Support
Customer service orientation
Flexible Schedule
POS System Operation
Process Improvement
Sales expertise
Relationship Building
Customer interaction
Loss Prevention
Production Support
Customer Engagement
Multiple Priorities Management
Product Inspection
Time Management
Calendar Management
Policy Implementation
Computer Skills
Database Management
Goal Setting
Timeline
Senior Associate - Customer Fulfillment/Loan Processor
BMO
01.2022 - Current
Mortgage -Specialty Sales Banker
BMO
01.2021 - 01.2022
Customer Service Experience Manager
BMO
01.2016 - 01.2018
Senior Personal Banker Officer
BMO
07.2005 - 01.2021
High School Diploma -
Perry Meridian High School
06.1992 - 05.1995