Alexandria Kelley
Summary
To secure a challenging career that allows me to utilize my knowledge and achieve increasing responsibility, personal growth, and professional achievement. I have excellent experience with a variety of customers. I excel in customer satisfaction, problem solving, adaptation, working in fast past situations.
Overview
6
6
years of professional experience
Work History
Universal Banker/Mortgage Loan Officer Assistant
Troy Bank and Trust
12.2021 - Current
- Manage basic transactions including deposits and loan payments, verifying cash and cashing checking within limits
- Issue official checks, and money orders
- Provide service for the public such as: notarizing documents, cross selling products, managing large business and personal accounts
- Locate and correcting discrepancies within accounts
- Process loans for a loan officer
- Order flood reports, tax returns, global cash flow, titles, along with many other documents required to approve a loan
- File documentation with appropriate probate courts
- Assist in training new employees
- Assist with required monthly audits
- Place all loan documents received in precise order for loan officer to review
- Assist in training new employees within the branch I worked at
- Fund and process loan proceeds
- Answer customer phone request regarding online banking, account errors, and assist in opening new accounts via E-Sign
Technician/Scribe
Troy Eye Care
06.2020 - 08.2021
- Prepared referrals for patients and ensured the delivery of patient charts to referred physician
- Informed patients of delays in physician schedules, assisted with patient comfort while delayed
- Assisted with fulfilling prescription refill requests when permitted by license
- Maintained patients' files
- Responsible for keeping exam rooms clean, well-stocked and maintained, properly disposing of contaminated and disposable items
- Ensures instruments, supplies and equipment are ready for use.
Technician/Scribe
Retina Specialist of Alabama
02.2019 - 03.2020
- Performed initial patient exams, ophthalmic testing, and assisted physician with diagnostic procedures
- Accurately transcribed patient's exam notes into their digital chart
- Assisted with training new technicians
- Ensured supplies were accurately stocked and ordered
- Provided safe, effective, and excellent patient care.
Teller/CSR
AmeriFirst Bank
08.2017 - 02.2019
- Delivered prompt and excellent customer service
- Processed a variety of loan payments
- Promoted banking sells and recruited new customers
- Keep proper account for cash in and out of the bank
- Researched and resolved issues regarding their accounts.
Education
High School Diploma -
South Montgomery County Academy
GradySkills
- Regulatory compliance
- Portfolio management
- Payment processing
- Financial planning
- Cash handling proficiency
- Client retention
- Deposit processing
- Relationship building
- Customer needs assessment
- Financial product knowledge
- Asset allocation
- Customer service excellence
- Attention to detail
- Financial reporting
- Loan processing
- Account management
- Time management
- Investment strategies
- Branch operations
- Fraud detection
- Document preparation
- Problem-solving abilities
- Risk management understanding
- Sales expertise
- Effective communication
- Wire transfers
- Conflict resolution
- Financial advising
- New Account Setup
- Bank Sales
- Products and Services Knowledge
- Employee Training Assistance
- Teller Support
- Loan Closing
- Financial Institution Regulations
References
References available upon request
Timeline
Universal Banker/Mortgage Loan Officer Assistant
Troy Bank and Trust
12.2021 - Current
Technician/Scribe
Troy Eye Care
06.2020 - 08.2021
Technician/Scribe
Retina Specialist of Alabama
02.2019 - 03.2020
Teller/CSR
AmeriFirst Bank
08.2017 - 02.2019
High School Diploma -
South Montgomery County Academy
Similar Profiles
Alexandria KelleyAlexandria Kelley
Universal Banker/Mortgage Loan Officer Assistant at Troy Bank and TrustUniversal Banker/Mortgage Loan Officer Assistant at Troy Bank and Trust
Noel ShockNoel Shock
Assistant Manager at First Merchants Bank, Lafayette Bank & TrustAssistant Manager at First Merchants Bank, Lafayette Bank & Trust
Clay BittnerClay Bittner
President at Hill Bank & Trust Co./Columbus State BankPresident at Hill Bank & Trust Co./Columbus State Bank
Haley MoodyHaley Moody
Loan Officer and Universal Banker at Collegedale Credit UnionLoan Officer and Universal Banker at Collegedale Credit Union
KABRIL LUCASKABRIL LUCAS
SUPPORT CENTER OFFICER LEAD (LOAN SPEACIALIST/ UNIVERSAL BANKER) at UNITED BUISNESS BANKSUPPORT CENTER OFFICER LEAD (LOAN SPEACIALIST/ UNIVERSAL BANKER) at UNITED BUISNESS BANK