Summary
Overview
Work History
Education
Skills
Internship
Timeline
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Stacey Calloo

Summary

An organized and reliable professional with solid communication skills, banking, administrative & legal document preparation experience who is eager to contribute my extensive skills and experience in a reputable institution while gaining knowledge to enhance my professional growth and development and is ready to deliver excellence and the highest level of productivity.

Overview

12
12
years of professional experience

Work History

Retail Securities Associate

Sagicor Bank Jamaica
03.2020 - Current
  • Prepare and Process Mortgage transactions in keeping with the approved credit application and established Service Level Agreement and ensure all fees are collected.
  • Prepare all security documentation required in keeping with the approved credit application and established Service Level Agreement and ensure all fees are collected.
  • Prepare all relevant release documents for securities and letter to the relevant institutions to Discharge the Bank’s Interest upon request in accordance with the Bank’s policies procedures and Service Level Agreements.
  • Calculate and ensure collection of fees required for processing, stamping and registration of credit facilities and that the correct accounts are credited.
  • Prepare weekly, monthly and quarterly securities and disbursement Management/Regulatory Reports for assigned portfolio.
  • Reconcile assigned branches stamp duty report ensuring they are balanced.

Credit Underwriter

Courts Jamaica Limited (Unicomer)
09.2019 - 12.2019
  • Analyzed and evaluated credit applications, ensuring adherence to underwriting guidelines and regulatory requirements.
  • Conducted comprehensive financial analysis, including financial statements, cash flow projections and credit reports.
  • Assessed the creditworthiness of borrowers, analyzing their financial position, industry trends and repayment capacity.
  • Prepared detailed credit memorandums and maintained accurate and up- to-date records and documentation of credit decisions and analysis.

Customer Service Representative

Victoria Mutual Building Society
12.2018 - 06.2019
  • Vetted customer documents to ensure they met standards to facilitate account opening, includes savings account and fixed deposit
  • Maintained customer records by updating account information
  • Processed, issued and activated debit cards for customers.
  • Provided excellent customer service, addressing inquiries, resolving issues and providing information on products and services.

Customer Service Representative/Teller

First Global Bank
08.2017 - 08.2018
  • Assisted customers with their banking needs, including deposits, withdrawals, encashment of cheques and account inquiries.
  • Assisted customers with the opening of bank accounts as per banking polices.
  • Assisted customers with initiating the online banking platform.
  • Provided excellent customer service, addressing inquiries, resolving issues and providing information on products and services.
  • Balanced cash drawers at the beginning and end of each shift, ensuring accuracy and accountability.

Customer Service Consultant

Sutherland Global Services
12.2012 - 05.2014
  • Gained in-depth understanding of company products, systems and policies to give customers expert support.
  • Handled high call volumes while maintaining a courteous and professional demeanor.
  • Engaged customers in conversation to uncover needs with probing questions and overcome objections using persuasive techniques.
  • Followed up with customers to ensure complex issues were resolved within the time frame provided.
  • Consistently met performance metrics that were set by clients.

Education

Bachelor's Of Science Degree - Management Studies

University Of The West Indies
07.2015

Communication Studies

Excelsior Community College
06.2010

Mathematics, English Language, Office Administration, Principles of Business, Religious Education, Principles of Accounts, Social Studies

Holy Childhood High School
06.2008

Skills

  • Adaptability
  • Strong Communication Skills
  • Multitasking and Time Management
  • Problem-solving skills
  • Proficiency in Microsoft Applications
  • Organization and Prioritization skills
  • Client Relationship Management
  • Cash Handling and Transaction Processing
  • Banking Software & Systems Knowledge

Internship

Sagicor Bank Jamaica Limited

Oct 2016 - Dec 2016

Timeline

Retail Securities Associate

Sagicor Bank Jamaica
03.2020 - Current

Credit Underwriter

Courts Jamaica Limited (Unicomer)
09.2019 - 12.2019

Customer Service Representative

Victoria Mutual Building Society
12.2018 - 06.2019

Customer Service Representative/Teller

First Global Bank
08.2017 - 08.2018

Customer Service Consultant

Sutherland Global Services
12.2012 - 05.2014

Bachelor's Of Science Degree - Management Studies

University Of The West Indies

Communication Studies

Excelsior Community College

Mathematics, English Language, Office Administration, Principles of Business, Religious Education, Principles of Accounts, Social Studies

Holy Childhood High School
Stacey Calloo