Anastasia Davis

Experienced banking and financial-services professional with more than 13 years of combined experience in customer service, financial documentation, account verification, transaction processing, compliance, discrepancy resolution, and confidential recordkeeping. Skilled at guiding customers through detailed financial information, explaining processes clearly, coordinating documentation, managing multiple priorities, and building trust through professional, personalized service. Brings highly transferable experience for a Treatment Coordinator role involving patient consultations, financial discussions, scheduling coordination, follow-up, records, and creating a positive patient experience.

Loan Processor - Community Bank of Georgia

(2017-01)

• Guide customers through financial and supporting documentation requirements, explaining processes clearly and professionally.
• Review applications, account information, financial documents, and supporting records for accuracy, completeness, authorization, and compliance.
• Communicate with customers, lenders, and internal departments to obtain documentation, answer questions, resolve issues, and keep files moving forward.
• Track outstanding documents, approvals, follow-ups, and deadlines across a high volume of active customer files.
• Verify figures and account details, identify discrepancies, and coordinate corrections when information does not reconcile.
• Maintain organized and confidential financial and personal records while following established policies and internal controls.
• Use electronic financial systems and Microsoft Office tools to organize, monitor, document, and report transaction information.
• Manage multiple priorities independently while maintaining accuracy, professionalism, and a strong customer-service experience.

Bank Teller - First National Bank

(2015-01 - 2017-12)

• Provided front-line customer service while accurately processing deposits, withdrawals, payments, transfers, checks, and other financial transactions.
• Explained account and transaction information, answered customer questions, and helped resolve discrepancies.
• Verified identification, checks, account information, and transaction documentation before processing.
• Balanced daily cash and transaction activity and researched discrepancies when totals did not reconcile.
• Handled confidential financial information with accuracy, professionalism, and attention to customer needs.

Bank Teller - Community Bank of Georgia

(2003-01 - 2007-12)

• Processed and documented daily financial transactions accurately and efficiently while providing professional customer service.
• Verified financial documentation, balanced cash and transaction records, and assisted in correcting discrepancies.
• Maintained organized records and followed banking policies, security procedures, regulatory requirements, and confidentiality standards.

High School Diploma

Additional College Coursework