Summary
Overview
Work History
Education
Skills
Timeline
Bonus Skills & Tools
Generic

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
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, GA

Skills

  • 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)

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