Skilled professional that works well with others to further business growth. An individual seeking personal growth opportunities to develop and advance knowledge of the financial industry.
Overview
5
5
years of professional experience
Work History
Loan Operations
LSI
06.2021 - Current
Assist as a loan specialist to provide superior customer service skills and lending assistance to client members
Underwrite loans for potential revenue in accordance with client policies and procedures
Complete outbound calls to identify cross-sell opportunities, build member relationships and drive company sales
Prepare loan note packages and coordinate details for funding
Complete calculation of income and determine credit worthiness
Loss Prevention, Investigative Analyst I
Us Bank: Elavon
10.2020 - 06.2021
Monitor account activity to identify fraudulent financial transactions and fraudulent merchant accounts
Maintains clear data entry for record keeping
Work with internal departments to mitigate risks to customers’ businesses and Elavon
Conduct full investigations to verify the validity of businesses.
Customer Service Agent | Fraud Agent
First Horizon Bank
12.2019 - 10.2020
Service and troubleshoot online banking, deposit accounts, and credit card accounts
Submit accurate documentation for proper account servicing
Interact with other departments to ensure a timely resolution of customers’ accounts and complaints.
Submit fraud claims and disputes directly from customers and branch personnel
Efficiently detect patterns of fraud or potential account takeovers
Education
Associate of Science -
Pellissippi State Community College
07.2014
Skills
Compliance in banking procedures & regulations
Familiarity with Microsoft programs, Salesforce, consumer/mortgage LOS
Typing speed of 45-60 WPM
Great customer service, oral and written communication skills
Data entry, account monitoring, credit review
Ability to meet deadlines and work under time constraints
High attention to detail
Timeline
Loan Operations
LSI
06.2021 - Current
Loss Prevention, Investigative Analyst I
Us Bank: Elavon
10.2020 - 06.2021
Customer Service Agent | Fraud Agent
First Horizon Bank
12.2019 - 10.2020
Associate of Science -
Pellissippi State Community College
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