Alexis Osborne
Oklahoma City,OK
Summary
Highly-motivated employee and recent graduate with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
Work History
System Specialist II
Bank of Oklahoma Financial
Oklahoma City, OK
01.2020 - Current
- Prepared disbursement requests, funded loans, and updated customer accounts in the system.
- Investigated discrepancies with loan data and resolved them promptly.
- Processed payments, escrow accounts, and other related activities for various loans.
- Performed daily reconciliation of bank accounts and prepared necessary reports accordingly.
- Collaborated with team members in order to properly originate, fund, close, service, renew or modify loans as needed.
- Updated client account information and records in company databases.
Relationship Banker
Bank of Oklahoma Financial
Oklahoma City, OK
10.2016 - 01.2020
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Advised clients on investment options based on their individual needs and risk tolerance levels.
Education
Associate of Applied Science - Business Management
Oklahoma State University - Oklahoma City
Oklahoma City, OK12-2023
Skills
- Operating Systems
- Professional Demeanor
- Team Building
- Problem-Solving Abilities
- Reliability
- Adaptability and Flexibility
Languages
English
Full Professional
Affiliations
- Volunteer work: United Way volunteer who leads the campaign for my location
- Leadership and organizations: Events coordinator with the company club
- Hobbies and interests: A book enthusiast
- Continuing education and skills: Language courses (Spanish and Korean)
Accomplishments
- Team leader for all volunteer events for United Way- In the first year of leading I was able to raise three times the average for my location by putting together a fun and competitive event.
References
References available upon request.
Timeline
System Specialist II
Bank of Oklahoma Financial
01.2020 - Current
Relationship Banker
Bank of Oklahoma Financial
10.2016 - 01.2020
Associate of Applied Science - Business Management
Oklahoma State University - Oklahoma City