Alea Walker
Pearblossom,CA
Summary
Professional in financial sector, bringing valuable experience in client relationship management and financial analysis. Recognized for collaborative approach and reliability in dynamic environments. Known for leveraging analytical skills and attention to detail to drive results and support team objectives.
Overview
14
14
years of professional experience
1
1
Certification
Work History
BANKER
Discover Financial
07.2023 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Opened, closed, and updated accounts for customers.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Streamlined operations, implementing efficient processes to improve overall productivity and performance.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
- Provided exceptional customer service by promptly addressing concerns and resolving issues.
- Processed loan applications efficiently, leading to higher rate of successful approvals and customer satisfaction.
- Assisted customers with banking needs and inquiries.
- Cross-sold credit cards, loans and other bank products.
- Referred customers to other banking departments for specialized services.
- Established rapport with new clients to increase satisfaction and loyalty.
- Processed applications for new accounts.
- Monitored and verified suspicious activity on customer accounts.
- Calculated fees due, interest and change for customer transactions.
- Wrote and distributed customer correspondence.
FINANCIAL ANALYST
Visa, Inc. / Connexus Resource Group
03.2022 - 02.2023
- Strengthened relationships with external partners through timely communication and collaboration.
- Supported corporate restructuring, analyzing financial implications of proposed changes.
- Reduced financial risks by developing and implementing robust risk management policies.
- Conducted due diligence on potential investments and presented findings to investors.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
TREASURER
Non-Profit in Long Beach, CA
01.2011 - 01.2020
- Oversaw budgets, payroll, and accounts payable and receivable.
- Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Spearheaded the implementation of a new financial reporting system, resulting in more accurate and timely data for decision-making purposes.
- Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
- Ensured compliance with all regulatory requirements by staying current on industry developments and implementing necessary controls within the organization.
- Oversaw the preparation and submission of all tax filings, mitigating potential risks associated with noncompliance.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Mentored finance team members, fostering a culture of professional growth and skill development within the department.
- Enhanced cash flow management through the development of robust forecasting models, ensuring optimal liquidity for business operations.
- Evaluated investment opportunities diligently, contributing to informed decisions regarding potential projects and their expected returns.
- Drove revenue growth by developing pricing strategies that maximized both sales volume and profitability.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Negotiated favorable terms with vendors and suppliers, achieving significant savings on procurement expenses.
- Streamlined financial processes by implementing automation and reducing manual tasks, leading to increased efficiency and accuracy.
- Presented financial results to board members and investors during quarterly meetings, maintaining transparency in communication regarding company performance.
- Led budgeting process, collaborating with department heads to allocate resources strategically and ensure alignment with organizational goals.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Facilitated successful mergers and acquisitions by conducting thorough due diligence analyses and providing strategic guidance throughout the process.
- Collaborated cross-functionally with other departments to drive process improvements that positively impacted bottom-line results.
- Refined internal control procedures, strengthening the overall integrity of financial data captured within the system.
- Championed the adoption of new financial technologies, keeping the organization at the forefront of industry advancements while maximizing efficiency in daily operations.
- Managed risk effectively through the establishment of a comprehensive risk management framework, safeguarding company assets against potential threats.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
- Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
- Completed in-depth analyses of risks to control company profile, enhance systems, and track legal concerns.
- Communicated business performance, forecasts and strategies to investors and shareholders.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Managed financial, operational and human resources to optimize business performance.
- Cultivated company-wide culture of innovation and collaboration.
- Represented organization at industry conferences and events.
- Initiated strategy to drive company growth and increase market share and profitability.
- Oversaw business-wide changes to modernize procedures and organization.
- Directed technological improvements, reducing waste and business bottlenecks.
- Founded performance- and merit-based evaluation system to assess staff performance.
- Formulated and executed strategic initiatives to improve product offerings.
Education
Ph.D. - Business Management
AMRIDGE UNIVERSITY
Montgomery, AL06-2027
Master of Arts - Education
UNIVERSITY OF SOUTHERN CALIFORNIA (USC)
Los Angeles, CA06.2011
Bachelor of Arts - Broadcast Journalism
California State University, Northridge
Northridge, CA06.1999
Associate of Arts - Liberal Arts
West Los Angeles College
Culver City, CA06.1997
Skills
- Anti-money laundering
- Goal planning
- Analytical thinking
- Developing customer relationships
- Self-motivated nature
- Risk management policies
- Analyzing performance
- Regulatory compliance
- Portfolio management
- Project management
- Opening and closing procedures
- CRM systems
- Operational risk
- Operations management
- Risk mitigation
- Financial planning
- Asset management
- Analyzing data
- Financial institution regulations
- Retention strategies
Accomplishments
- Awarded "Outstanding Intern of the Year" Award
- Supervised team of 5 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Awarded "Volunteer Worker of the Year" Award
Certification
- NOTARY PUBLIC 2022 - 2026 State of Utah
- DATA ANALYSIS AND DATA ANALYTICS 2023 Simplilearn
Languages
English
Native or Bilingual
Spanish
Elementary
Timeline
BANKER
Discover Financial
07.2023 - Current
FINANCIAL ANALYST
Visa, Inc. / Connexus Resource Group
03.2022 - 02.2023
TREASURER
Non-Profit in Long Beach, CA
01.2011 - 01.2020
Associate of Arts - Liberal Arts
West Los Angeles College
Ph.D. - Business Management
AMRIDGE UNIVERSITY
Master of Arts - Education
UNIVERSITY OF SOUTHERN CALIFORNIA (USC)
Bachelor of Arts - Broadcast Journalism
California State University, Northridge
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