Relationship oriented professional with over five years of increasingly responsible experience. Manage a high volume of commercial and personal loan portfolios.
Overview
6
6
years of professional experience
Work History
Banker/Commercial Loan Assistant
Bank Of Texas
08.2021 - Current
Gather information for loan underwriting, credit reports, tax filings, business entity searches, and title work
Assist and coordinate internal parties involved in loan application process, including mortgage loan officers, underwriters, and realtors
Ensure loan documentation complies with federal and state requirements
Collaborate with colleagues in merging of new software programs (Horizon XE, and Imagecenter)
Customer Service Representative
Farmers Insurance
11.2020 - 05.2021
Responsible for identifying sales opportunities for insurance plans and managed client portfolios
Identified risk management strategies, handled policy renewals, and tracked claims
Distributed policy proceeds upon claim submission and approval
Float Banker
Vantage Bank Of Texas
04.2020 - 09.2020
Managed client bank accounts, including opening and closing accounts, and overseeing transactions
Processed deposits, payments, and withdrawals; authorized and evaluated overdrafts and loans
Special product management including ordering of checks, ad-hoc reports creation, and safe-deposit box documentation
Head Vault Teller
Vantage Bank Of Texas
06.2018 - 05.2020
Managed orders for tellers from vault, including shipments, verified deposits, and processed cash transfers
Managed vault transactions as high as $100,000
Verified available money supply and investigated discrepancies to resolve variances
Teller
International Bank, Vantage Bank Of Texas
05.2017 - 06.2018
Provided account services to customers including receiving deposits and loan payments, issuing savings withdrawals, cashier's checks, traveler's checks, and Series E Bonds
Cross-sold bank products by communicating new services and product promotions to customers