Summary
Overview
Work History
Education
Skills
Timeline
Generic

ALEXIS THEUS

Dallas,TX

Summary

Strong communicator with excellent organizational and time management skills. Efficiently manages multiple projects simultaneously while adhering to strict deadlines. Possesses excellent problem-solving skills and ability to think and act quickly to find creative solutions.

Overview

14
14
years of professional experience

Work History

Loan Officer Assistant

UMB Bank
02.2021 - Current
  • Liaised with clients to guide through loan closing process and skillfully handle any concerns.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
  • Increased loan application efficiency by streamlining documentation and verification processes.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.

Mortgage Loan Disclosure Specialist

UMB Bank
10.2020 - 02.2021
  • Reviewed loan files and updated to match current standards.
  • Maintained knowledge of loan programs offered through bank.
  • Managed company disclosure timelines to maintain delivery standards and timetables.
  • Prepared loan estimate with new loan application and sent initial disclosures.
  • Set up loan file with accurate fees according to selected loan program and other loan parameters.
  • Provided quick turnaround times to maintain fast-past schedule.

Personal Banker II

UMB Financial Corporation
11.2016 - 10.2020
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Achieved consistent recognition as top sales performer.
  • Promoted all financial products by maintaining excellent service offering knowledge.
  • Trained and supported 10 sales associates and cross-trained 5 tellers to improve customer satisfaction.
  • Established rapport with new clients to increase satisfaction and loyalty.

Lead Product Consultant

Sephora
04.2016 - 06.2017
  • Engages Clients to ensure sales, profit, and Client service objectives are met.
  • Maintained organized, presentable merchandise to drive continuous sales.
  • Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
  • Trained and developed new sales team associates in products, selling techniques and company procedures.
  • Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
  • Tracked stock using company inventory management software.
  • Provided exceptional customer service to foster client loyalty and satisfaction.

Counter Manager

Origins at Dillard's
09.2015 - 03.2016
  • Build in-store relationships with all levels of management, selling teams and drive retail sales at the store level.
  • Develop a Special Events calendar and implement, along with merchandising objectives, with in-store selling teams.
  • Educate, Recruit, train, motivate, and develop our people, our selling teams and account sales staff about the company's goals, visual merchandising directives and product knowledge.
  • Formally review job performance for all employees annually while providing ongoing feedback and coaching to Beauty Advisors.
  • Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
  • Attracted new clientele and developed customer relationships by hosting product-focused events.
  • Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.

Customer Service Representative

OptumRX
09.2013 - 08.2015
  • Achieved and consistently exceeded revenue quota through product and service promotion during routine calls.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Sought out training opportunities to enhance customer relationship management abilities and further boost satisfaction scores.

Assistant Manager

Shi
10.2012 - 01.2013
  • Established and optimized schedules to keep coverage and service in line with forecasted demands.
  • Coached team on effective upselling and cross-selling methods.
  • Managed inventory control processes to restore back stock, control costs and maintain sales floor levels to meet customer needs.
  • Monitored employee performance and developed improvement plans.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
  • Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies.

Supervisor / Visual Merchandiser

Papaya Clothing
08.2010 - 08.2012
  • Managed all aspects of store operations, including organization, maintenance and purchasing functions.
  • Kept orderly and accurate accounting records by monitoring sales documentation.
  • Established and optimized schedules to keep coverage and service in line with forecasted demands.
  • Trained team members in successful strategies to meet operational and sales targets.
  • Improved sales process and tracking with implementation of new point of sale (POS) system.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Educated staff about coordinating clothing racks and related displays to boost effectiveness of promotions.
  • Presented store update suggestions and layouts to management and stakeholders.

Education

High School Diploma -

Henry County High School
Mcdonough, GA
05.2011

Skills

  • Financial services
  • Loans
  • Client relationship management
  • Loan application expertise
  • Sales strategy
  • Processing loan applications
  • Verbal and written communication
  • Team building
  • Banking
  • Financial Product Knowledge
  • Revenue Generation
  • Relationship building and management
  • Cash Handling
  • Staff Management
  • Team management

Timeline

Loan Officer Assistant

UMB Bank
02.2021 - Current

Mortgage Loan Disclosure Specialist

UMB Bank
10.2020 - 02.2021

Personal Banker II

UMB Financial Corporation
11.2016 - 10.2020

Lead Product Consultant

Sephora
04.2016 - 06.2017

Counter Manager

Origins at Dillard's
09.2015 - 03.2016

Customer Service Representative

OptumRX
09.2013 - 08.2015

Assistant Manager

Shi
10.2012 - 01.2013

Supervisor / Visual Merchandiser

Papaya Clothing
08.2010 - 08.2012

High School Diploma -

Henry County High School

Similar Profiles

CREATE PROFILE
ALEXIS THEUS