Summary
Overview
Work History
Education
Skills
Additional Information
Personal Information
Timeline
Generic

Alisa Albea

Chicago,IL

Summary

To obtain a position with a company that will benefit from my initiative capabilities. I am especially interested in a position with the potential for advancement and increased decision-making responsibilities.

Overview

27
27
years of professional experience

Work History

Retail Banking Specialist

Amalgamated Bank & Trust co.
Chicago, US
01.2013 - Current
  • Worked closely with management team to improve operational efficiency within the retail banking department.
  • Reconciled general ledger accounts utilizing a variety of accounting software programs.
  • Processed financial transactions such as deposits, withdrawals, loan payments, transfers and balance inquiries.
  • Investigated discrepancies between actual balances versus bookkeeping records.
  • Provided excellent customer service by responding to inquiries, resolving customer complaints and providing detailed information on products and services.
  • Assisted customers with their financial goals by recommending suitable investment options.
  • International wire transfers
  • Customer account reconciliation.
  • Help analyze financial data, and prepare reports.
  • Coordinate with different departments for account-related tasks.
  • Analyzed customer needs and recommended appropriate banking products or services based on individual requirements.
  • Researched fraud cases involving customers' accounts in order to resolve disputes quickly.

Note Cage Teller

Albany Bank & Trust Co Na
Chicago, US
01.2003 - 12.2012
  • Developed strong relationships with customers through excellent customer service skills.
  • Reviewed loan applications to ensure accuracy and completeness of information provided.
  • Provided assistance to customers regarding their loan payments and inquiries.
  • Performed quality control audits to ensure compliance with all regulatory requirements.
  • Maintained accurate records of all loan processing activities.
  • Ensured that all applicable laws and regulations are adhered to during loan processing.
  • Collaborated with management team on special projects involving new products and processes for improved efficiency.
  • Monitored borrower's accounts for any changes or discrepancies that may affect the loan status or repayment ability.
  • Verified customer income, assets, liabilities, credit history and other related information.
  • Conducted due diligence reviews on all commercial loans.
  • Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting criteria and input new loans into designated software.

Supervisor of Operations

Best Buy Retail Corp
Skokie, US
03.1998 - 12.2002
  • Tracked progress on projects and provided timely feedback to staff members.
  • Created new strategies for improving customer service standards within the organization.
  • Collaborated with other departments to coordinate workflow processes between teams.
  • Evaluated employee performance through periodic reviews and documented results accordingly.
  • Trained new employees on company policies and procedures.
  • Participated in recruitment efforts by interviewing prospective candidates for open positions.
  • Directed and supervised team of 15 employees in daily operations.
  • Developed strategies to improve team performance and productivity.
  • Resolved customer complaints in a timely manner while ensuring customer satisfaction.
  • Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.
  • Managed scheduling for staff, ensuring adequate coverage during peak times and projects.
  • Complied with company policies, objectives and communication goals.
  • Resolved customer complaints and issues promptly, ensuring customer satisfaction and loyalty.

Education

Diploma -

Steinmetz High School
Chicago, IL
06.1992

Skills

  • Banking
  • 10 key typing
  • Phone etiquette
  • Fraud prevention and detection
  • Bank Secrecy Act
  • Microsoft Office
  • Basic math
  • Computer skills
  • Cash handling
  • Retail sales
  • Microsoft Excel
  • Word processing
  • Customer support
  • Loan processing
  • Customer service
  • Data entry
  • Cash register
  • Financial services
  • Microsoft Access
  • Word
  • Novell

Additional Information

Strong customer service skills, sales driven, ability to multi-task, dependable, and team player.

Personal Information

  • Willing To Relocate: Anywhere
  • Authorized To Work: US for any employer

Timeline

Retail Banking Specialist

Amalgamated Bank & Trust co.
01.2013 - Current

Note Cage Teller

Albany Bank & Trust Co Na
01.2003 - 12.2012

Supervisor of Operations

Best Buy Retail Corp
03.1998 - 12.2002

Diploma -

Steinmetz High School

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Alisa Albea