I am a financial specialist with over four years of banking experience and a proven track record in data entry and budget planning. My diverse background spans roles in private wealth management, member services, and security, demonstrating my adaptability and proficiency. My key strengths include financial analysis, internal audits, and customer product training, which enable me to deliver valuable support and drive business success.
I integrated small business clients into U.S. Bank's online products and services, ensuring smooth transitions and optimal use. This involved setting up ACH transactions, wire capabilities, and loan services tailored to clients' needs. I enhanced customer experience by creating user-friendly business page interfaces. I worked with secondary review teams, auditing cases for compliance and fraud prevention. After the Union Bank acquisition, I joined Private Wealth Management to audit and resolve outstanding maintenance cases. My skills in OnBase teams and Windows applications boosted operational efficiency and results.
I managed account openings for new members and provided ongoing service for existing accounts. This involved processing member loans, working with underwriters, and accurately depositing funds. I hold NMLS credentials and notary certification, allowing me to assist members with home equity and mortgage loans. My sales and marketing research skills helped me effectively engage prospects over the phone and email. My wire and teller training from TCF equipped me to handle data entry for member and credit union information. I also acted as a Member Payroll Specialist, managing SSI, PERA, and direct deposit changes and communicating with accounting.
My role included guiding and deploying drivers to various critical security assignments such as hospital transportation, police scene removal, inmate transportation, detox transportation, and other secure transport contracts. My specialized expertise in police scene removal allowed me to handle these delicate situations with precision and care. I collaborated closely with the medical examiner on police scene removals, ensuring the process adhered to legal and ethical standards. Additionally, I provided comprehensive regional coverage by personally serving major hospitals across Minnesota, from Thief River Falls to Mayo Clinic in Rochester, offering strong support for elderly and mental health patients.
I frequently opened business accounts and managed large sums of money precisely and carefully. I'm proficient in Windows computers and skilled in using Microsoft applications. I also provide tailored budget planning services for client's specific financial needs. My strong background in mathematics, economics, and credit analysis allows me to offer exceptional service and support.