Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

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
Grady

Skills

  • 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
Alexandria Kelley