1. TAMMY HUMPHREYExperienced Banking Professional
Apr 2015 -
Present
Bank Teller
Wells Fargo Bank N.A.
Collaborate closely with bankers and service manager in enhancing
customer experience processing customer transactions within
established guidelines. Assist bankers with assessing customer financial
needs, identifying opportunity, making sales referrals, and cross-sell
bank products and services.
Exercising outstanding customer service, resolving customer concerns in
all customer interactions.
Perform daily duties such as: handing cash, maintaining and balancing a
cash drawer, maintaining safe deposit, merchant/vault, ATM processing,
bonds, coupons, foreign currency and night drop.
Aug 2010 -
Dec 2014
Mortgage Insurance Claims Coordinator
Freddie Mac
Collaborated closely with various mortgage insurance companies to
ensure timely acceptance of pre-sale offers
Managed the virtual mortgage insurance question forum and promptly
resolved customer questions and concerns at all times.
Performed quality review on claims filed to ensure all guidelines were
followed and all required documents were received.
Prepared repurchase referrals; ensured mortgage insurance primary
paid claims are closed in MI Access and Home Step Connection; Verified
mortgage insurance coverage with services and mortgage companies
and conducted extensive due-diligence.
May 2001 -
Jun 2009
Commercial Client Service Associate
JP Morgan Chase
Extensively supported banking officers in the Private Client Wealth
Management sector with monitoring and providing exceptional client
services; Partnered with private bankers on various marketing,sales, and
client experience related projects.
Proactively profiled clients to gather AUM, deposits, loans and introduce
clients to advisors, served as primary point of contact for all customers.
Performed banker duties such as opened new accounts, initiated wire
transfers, issued debit and credit cards, submit loan applications and
served as a Certified Texas Notary.Managed daily client transactions and
inquiries in accordance with existing policies and procedures;
Researched daily overdrafts, ARP invoices, post funds to General Ledger,
and ACH transfers.
Used ACBS to enhance lending process; Platformed M, and I, KYC, Single
Sign-On, Work station access Customer Assist and PMC; Assisted post-
underwriting procedures on non-desktop underwritten loans.
May 1991 -
May 2001
Personal Banker and Teller
Bank One/Capital Bank
Extensively focused on building client relationship and expand sales
partnership with sales specialists to deepen customer relationship with
the bank and maximizing organization's profitability.
Performed all required banker and teller's duties; Assessed clients'
PROFESSIONAL EXPERIENCEDallas/Fort Worth Area, USA
M (281) 883-9540
tammy09humphrey@gmail.com
PROFESSIONAL
HIGHLIGHTS
Highly experienced banking
professional with over 20 years of
progressive experience in the
finance sector.Diligent and adept
at managing financial data in the
banking profession. Skilled at
implementing efficient office
operations through a hands-on
approach to staff management.
Focused on managing all office
functions to ensure optimal office
productivity and customer
experience.
Possesses excellent skills and
knowledge in the areas of
mortgage and financial services.
Adept at working productively in a
fast paced environment to
effectively achieve organizational
goals in both group and
independent settings.
Outstandingly analytical and
extremely detail-oriented.
Personable with a client and
relationship-focused demeanor
and consistently performs superb
customer service.
TECHNOLOGY
SKILLS
Microsoft Office: Word, Excel,
Access, PowerPoint and Outlook,
ACB, FHLMC 104 Expense
Reimbursement Claims, EUC Pre-
sale Database, Loan Status
Manager, Home Steps Connect ,
MI Access, All Major MICO Web
Sites, BPO Direct, ECLIPS, ARC,

2. financial needs and provided the most appropriate financial solutions.
Associate of Science in Nursing
El Centro College
EDUCATION
ACH, PCS, Data Entry 10 Key,
Typing: 45 WPM