ALEXIS THEUS
Dallas
Summary
Results-driven banking professional with over 9 years of experience in the financial services sector, specializing in cash flow coordination, risk assessment, client servicing, and cross-functional team collaboration. Proven expertise in loan servicing, regulatory compliance, financial analysis, and relationship management enhances the ability to deliver exceptional results. Eager to transition into a treasury role to apply strong analytical skills, a process improvement mindset, and comprehensive operational knowledge in a dynamic, growth-oriented environment. Committed to driving efficiency and fostering strategic partnerships that contribute to organizational success.
Overview
16
16
years of professional experience
Work History
Loan Officer Assistant
UMB Bank
Remote, TX
02.2021 - Current
- Supported treasury and lending operations by analyzing credit reports and financial documents to assess repayment risk and ensure loan accuracy.
- Partnered with internal departments and title/escrow offices to ensure smooth fund disbursement and reconciliations.
- Streamlined documentation procedures, improving closing times and reducing margin of error.
- Maintained strict adherence to evolving federal compliance standards for lending and disclosures.
Mortgage Loan Disclosure Specialist
UMB Bank
10.2020 - 02.2021
- Prepared and delivered accurate loan disclosures in alignment with regulatory timelines.
- Monitored fee structures and loan parameters to ensure internal alignment with treasury functions and borrower agreements.
- Communicated with underwriting and closing teams to minimize funding errors.
Personal Banker II
UMB Financial Corporation
11.2016 - 10.2020
- Conducted financial reviews and advised clients on banking products to optimize cash flow and support business growth.
- Built lasting client relationships, resulting in increased deposits, product utilization, and referrals.
- Managed account onboarding, account maintenance, and transaction oversight with strong attention to KYC/AML compliance.
- Trained and mentored junior staff to ensure regulatory adherence and strong service delivery.
Various Roles in Retail Management, Customer Service & Sales
01.2010 - 01.2016
- Held progressive roles at Sephora, Origins at Dillard’s, OptumRX, Shi, and Papaya Clothing.
- Developed strong leadership, sales, and client relationship skills.
- Gained experience in POS reconciliation, inventory control, visual merchandising, staff training, and high-volume customer service environments.
Education
High School Diploma -
Henry County High School
McDonough, GASkills
- Financial services
- Banking
- Loans
- Financial Product Knowledge
- Client relationship management
- Revenue Generation
- Relationship building and management
- Sales strategy
- Processing loan applications
- Staff Management
- Verbal and written communication
- Team management
- Team building
- Microsoft Excel, Outlook, Salesforce
- Collaborative teamwork
- Bank relationship 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
Various Roles in Retail Management, Customer Service & Sales
01.2010 - 01.2016
High School Diploma -
Henry County High School
Bonus Skills & Tools
- CRM Tools: Salesforce, Encompass
- Soft Skills: Adaptability, Initiative, High EQ, Presentation Skills
- Microsoft Office Suite (Advanced Excel, Outlook, Word)