Dylin Barron

Review and verify new brokerage accounts, ensuring completeness and accuracy, including OFAC and watchlist searches. Manage over 200 new accounts and over 1500 emails weekly, imposing restrictions on non-compliant accounts and streamlining operational processes.

Guide branches with transfer queries, ensuring FINRA compliance, and provide accurate, prompt responses. Assist with excess removals, Roth conversions, and recharacterizations, improving process efficiency and branch support.

Conduct quality reviews of mortgage applications, ensuring compliance with regulations and accuracy. Identify and resolve discrepancies in documentation, reducing processing errors, and collaborate with underwriting to streamline review processes.

Ensure accurate and timely loan processing, verifying borrower information and loan documents. Maintain weekly contact with up to 125 clients, updating them on loan approval status and handling inbound calls.

Process teller transactions, balance cash drawers, and manage vaults, ensuring accuracy. Open and manage accounts, collect required information for various financial products, and make daily outbound calls to schedule appointments.

Assist customers in selecting vehicles, achieving monthly sales targets, and providing excellent service. Maintain detailed records of customer interactions and follow up on inquiries via email, internet forms, and phone calls.

Process teller transactions, service accounts, and balance cash drawers, ensuring accuracy. Handle loan and safe deposit payments, correct discrepancies, and refer clients to bankers to enhance service utilization.

Process daily transactions and maintain accurate records, enhancing customer satisfaction. Resolve customer inquiries and issues efficiently, balance cash drawers, and promote bank products and services.

Pursued studies in Business Administration at St. Charles Community College from August 2017 to December 2019.