Aaron Inman
San Antonio,TX
Summary
High-performing banking and financial operations professional with 5+ years of experience driving revenue growth, optimizing processes, and managing high-volume financial operations. Proven track record of supporting loan processing, analyzing complex financial documents, and improving client satisfaction across retail and digital banking environments. Recognized for leadership, operational efficiency, and ability to deliver measurable business results in regulated industries.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Digital Banking Specialist
Harland Clarke / USA Staffing
01.2022 - Current
- Managed digital banking operations supporting 100+ client accounts, improving platform adoption and usage
- Analyzed financial documents (W-2s, 1099s, tax returns) to support loan approvals and reduce processing errors by ~20%
- Resolved complex banking issues, increasing customer satisfaction and retention
- Trained clients and internal teams, reducing onboarding time and improving efficiency
- Collaborated cross-functionally to enhance compliance and streamline workflows
Collections Specialist
JPMorgan Chase
01.2020 - 01.2022
- Handled 80+ customer interactions daily across multiple banking systems
- Negotiated repayment solutions, contributing to improved recovery rates and reduced delinquency
- Reviewed borrower financials to support risk mitigation strategies
- Maintained high performance metrics in a fast-paced, target-driven environment
Retail Banker III
Woodforest National Bank
01.2018 - 01.2020
- Processed 100+ daily financial transactions with high accuracy and compliance
- Generated revenue through cross-selling, consistently exceeding sales targets
- Opened and managed personal and business accounts, including credit products
- Led team huddles and contributed to branch sales strategy and performance growth
- Educated clients on financial products, increasing retention and customer trust
Contracting Specialist (E-4)
United States Air Force
2013 - 01.2016
- Managed multi-million dollar government contracts with strict regulatory compliance
- Analyzed financial and operational performance to improve contract outcomes
- Negotiated agreements and reduced risk across multiple stakeholders
- Developed reporting systems to track cost, compliance, and efficiency metrics
Education
Bachelor of Business Administration -
University of Texas at San Antonio
06.2020
High School Diploma -
Theodore Roosevelt
San Antonio, TX06.2013
Skills
- Financial Analysis
- Digital Banking
- Loan Processing
- Risk & Compliance
- Client Relations
- Process Improvement
- Sales Growth
- Team Leadership
- Operational Strategy
Certification
- CPA (if active)
- CPR Certified
Timeline
Digital Banking Specialist
Harland Clarke / USA Staffing
01.2022 - Current
Collections Specialist
JPMorgan Chase
01.2020 - 01.2022
Retail Banker III
Woodforest National Bank
01.2018 - 01.2020
Contracting Specialist (E-4)
United States Air Force
2013 - 01.2016
Bachelor of Business Administration -
University of Texas at San Antonio
High School Diploma -
Theodore Roosevelt