Julie Custer

Experienced professional skilled in supporting members, peers, and leadership by resolving diverse challenges. Highly self-motivated with a proactive, results-driven approach, thriving in fast-paced, high-volume environments. Known for adaptability, productivity, and the ability to contribute ideas and voice concerns constructively.

Executive Assistant - Fortson Realty Group

(2022-12)

• Coordinate and manage daily schedules, meetings, and appointments for executives
• Prepare, review, and maintain mortgage-related documentation, contracts, and compliance records
• Serve as primary point of contact between executives, clients, lenders, and internal teams
• Handle confidential information with discretion and ensure compliance with industry regulations
• Organize and facilitate internal and external communications, including drafting emails and reports
• Assist in preparing presentations, proposals, and marketing materials for client meetings
• Conduct analysis and research to identify and resolve issues and discrepancies related to member accounts and loan documentation, ensuring accuracy and compliance
• Manage travel arrangements, expense reports, and office supply inventory
• Track and monitor loan applications, deadlines, and follow-ups to ensure timely processing
• Maintain accurate records in CRM systems and update client information as needed
• Support executives in strategic planning by compiling data and generating performance reports
• Coordinate company events, training sessions, and team-building activities
• Collaborate with team members to streamline administrative processes and improve efficiency

Front Desk Receptionist - MedExpress

(2022-03 - 2022-12)

• Provided exceptional customer service by greeting patients, visitors, and vendors in a professional and courteous manner
• Managed patient check-in and check-out processes, ensuring accurate collection and verification of personal, insurance, and payment information
• Scheduled appointments and coordinated patient flow to optimize clinic efficiency
• Answered multi-line phone system, responded to inquiries, and routed calls appropriately
• Maintained confidentiality of patient information in compliance with HIPAA regulations
• Processed payments, handled billing inquiries, and assisted with insurance verification
• Prepared and organized medical charts, documentation, and electronic health records for provider review
• Assisted with administrative tasks such as filing, faxing, scanning, and data entry to support clinic operations
• Monitored and maintained front desk inventory, including forms, supplies, and patient materials
• Served as a mentor and trainer for new front desk staff, providing guidance on policies, procedures, and best practices
• Acted as a liaison between patients and clinical staff to ensure timely communication and resolution of concerns

Server and Waitress - Copper Still Pub

(2019-03)

• Take and enter accurate food & beverage orders; coordinate with kitchen and bar to ensure timely delivery
• Prepare and serve cocktails, beer, wine, and specialty drinks in accordance with recipes and responsible service guidelines
• Maintain deep menu and beverage knowledge (ingredients, allergens, pairings) to advise guests
• Operate POS systems to process cash, card, and split payments; reconcile drawers and tabs at shift end
• Manage multiple tables and drink tickets efficiently during high-volume service
• Monitor guest satisfaction, resolve concerns professionally, and recover service to retain loyalty
• Restock bar and server stations; track inventory and communicate low-stock items to management
• Maintain strict sanitation and safety standards across dining room and bar (cleaning, glassware, garnishes)
• Set and reset tables; keep service areas organized to optimize speed and accuracy
• Collaborate with teammates and back-of-house to streamline workflows and ensure order accuracy
• Support opening/closing procedures, shift handoffs, and event or large-party service logistics

Digital Services Specialist III - Navy Federal Credit Union

(2015-11 - 2019-02)

• Provided technical and digital banking support to members and team members across multiple platforms, including iOS, Android, Windows, MacOS, and web browsers
• Resolved issues related to online services such as Mobile Deposit, Bill Pay, and Quicken/QuickBooks
• Assisted with troubleshooting and resolving digital banking concerns via phone, chat, and eMessage
• Collaborated with the Security Operations Center to provide support through the backoffice applications
• Investigated and resolved fraud-related claims and disputes by analyzing account activity and identifying suspicious transactions
• Took appropriate actions to secure member accounts and prevent financial loss when fraud was identified
• Educated members on fraud prevention and digital services setup to minimize financial exposure
• Monitored and reported external and incoming fraud trends to ensure timely escalation and resolution
• Executed first-call resolution through research, follow-up, and member education
• Fielded escalated calls on the Digital Services Assist Line to resolve complex member concerns
• Served as mentor and trainer for new hires by developing coaching plans, acting as Live Assist, and providing guidance on fraud and digital banking issues
• Performed Validation Testing for Digital Banking Releases
• Served as a subject matter expert for known issues and process improvements for internal systems and Online/Mobile Banking

Associates of Applied Science - Human Services - Kaplan University