Ashley N. Wolters
Caddo Mills
Summary
To continue to apply knowledge and enthusiasm, communication skills, time management abilities, and personal drive while exceeding standards and expectations for a great company.
I am an enthusiastic individual with superior skills working in both team based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Goal-oriented manager dedicated to continuous improvement and positive business impact. I am excited to begin new challenges with a successful team.
Results-oriented investment banking professional adept at managing competing priorities to accomplish challenging goals. Knowledgeable about compliance issues and legal concerns. Brings in new business and maximize success rates.
Results-oriented Bank Executive bringing many years of program management and customer relations experience.
Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities.
Hardworking executive leader in the banking industry proficient in acquiring customers and increasing revenue. many years of progressive experience. Strategic planner and keen problem solver.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Banking Officer/ Branch Manager
HomeBank Texas
Rockwall
08.2023 - 01.2025
- Responsibilities include overseeing Deposit Operations, daily customer service, and employees
- Prepares employees work schedules, approves vacation/personal time
- Monitors employees work to assess performance and identify knowledge gaps
- Ordered branch supplies
- Branch audits
- Design and hold community activities within the branch (ie
- Cocoa with Santa, Easter Bunny)
- Design and build yearly parade float
- Conduct training as needed
- Conduct monthly branch meetings
- Fostered relationships with new and existing customers to expand the bank's client base.
- Supplied executive-level administrative support to upper management by reviewing employee performance, implementing policies within various departments and developing budgets.
- Addressed and resolved customer complaints, leading to a marked improvement in customer satisfaction scores.
- Performed regular reviews of customer accounts to ensure compliance with regulations.
- Built productive relationships with stakeholders to continually develop new business.
- Participated in training programs designed to improve job performance skills.
- Provided value-added approach to meet customer personal financial needs by analyzing and profiling customers and cross-selling financial products.
- Analyzed customer financial needs and recommended appropriate banking products.
- Managed daily branch operations, ensuring compliance with banking policies and federal regulations.
- Monitored account activity for suspicious or unauthorized transactions.
- Resolved customer complaints in a timely manner.
- Developed relationships with customers to increase sales of bank services.
- Coordinated with the IT department to enhance online banking services, improving customer satisfaction.
- Organized staff schedules to ensure adequate coverage during peak hours, optimizing customer service.
- Conducted performance evaluations, documented outcomes and made recommendations.
- Performed daily reconciliation of cash deposits and withdrawals from branch teller operations.
- Evaluated employee performance and provided feedback on areas needing improvement.
- Opened new checking, savings and lines of credit for customer accounts.
- Led a team of bank staff, providing training and performance evaluations to enhance service quality.
- Recruited, trained, and supervised staff members within the department.
Assistant Vice President/Consumer Lender/Community Lender Assistant/ Branch Manager
Morton Community Bank
Morton
06.2006 - 05.2023
- Delegated work to staff, setting priorities and goals.
- Provided guidance, support and direction to subordinates in order to achieve organizational goals.
- Maintained up-to-date records of personnel files including performance reviews, disciplinary actions.
- Created and maintained a positive working environment through effective leadership practices.
- Generated reports and financial sheets necessary for annual budget development and goal setting.
- Implemented campaigns and promotions to help with developing goods and services.
- Organized special events such as conferences, seminars, workshops.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
- Cultivated relationships with customers throughout the entire loan process from application to closing.
- Collaborated with other departments within the organization to ensure accurate processing of consumer loans.
- Researched complex financial information to ensure accuracy in underwriting decisions.
- Informed customers of loan application requirements and deadlines.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Set up debt payment plans based on client credit, income and assets.
- Prepared daily, weekly, monthly, quarterly, and annual reports for management review.
- Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
- Prepared invoices and drafted memos for executives.
- Set up meeting and event logistics for senior management and updated calendars.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Participated in community events related to banking services provided by the bank.
- Delivered associate performance evaluations to determine merit increases and bonus amounts.
- Directed team members in authorizing loans and opening checking and savings accounts.
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
- Investigated suspicious transactions that could be linked to money laundering activities.
- Provided guidance and training to team members in order to ensure proper procedures were followed consistently.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Performed daily audits of cash drawers, deposits, withdrawals, transfers.
- Maintained strict confidentiality of customer information at all times.
- Created and maintained a positive work environment within the branch.
- Assisted customers with account openings, closings, transfers, payments.
- Reviewed customer complaints and took appropriate action as needed.
Primary Caregiver
Peoria Association for Retarded Citizens
Peoria
07.2002 - 10.2005
- Responsible for every facet of patient care giving including bathing, toileting, cooking, cleaning, documentation, and administration of medication
- Successfully earned CPR Certification in August 2002
- Successfully earned First Aide Certification in August 2002
Lead Pharmaceutical Technician
CVS Pharmacy
Washington
06.2001 - 07.2002
- Responsible for assisting the Pharmacist in every aspect of customer service, closing down each cash draw in CVS nightly, and inventory of all medications each week
- Successfully earned certification as Medication Technician
- Closed and audited all store cash drawers nightly
- Obtained and entered client insurance information into store database
Education
Cash Flow Training- Credit Administration -
MCB
09.2022
MS Word 2013 -
Professional Development Institute – Division of ICC
05.2017
MS Excel 2010 Level 1 & 2 -
Professional Development Institute – Division of ICC
05.2015
Certified Nurses Assistant -
Illinois Central College
East Peoria, IL01.2005
High School -
Morton High School
Morton, IL05.2001
Skills
- Strong interpersonal and customer relation skills
- Multi-tasking
- Positive and upbeat
- Quick problem solver
- Ability to calm upset customers
- Active listener
- High energy
- Thrives in a fast-paced environment
- Committed team player
- Decision-making
- Staff management
- Verbal and written communication
- Scheduling
- Meeting planning
- Document handling
- Strong problem solver
- Email management
- Self-starter
- Administrative support specialist
- Business administration
- Proper phone etiquette
- Customer service
- Project oversight
- Office management
- Calendar management
- Professional and mature
- Advanced MS office suite
Certification
Notary Public, 01/02/25
Training
BAI Training, Continued Training every year- since 2006, Regulation E, Regulation B, Annual Security Training, Programs & Procedures, Lender Responsibilities, Asking for Business, Identity Verification & Compliance, Credit and Loan Handling, CRA, Fair Lending, Emergency Preparedness, BSA and AML Essentials, Consumer Lending Ethics, Confidentiality, Understanding Privacy, OFAC, Social Engineering, Email Security, Pretest Calling, Elder Financial Abuse, Excel Level 1, Hazard Communication Program, Sexual Harassment Prevention, Notary
Professional Development
- MS Word 2013, Professional Development Institute – Division of ICC, 05/23/17
- MS Excel 2010 Level 1 & 2, Professional Development Institute – Division of ICC, 05/27/15
- Cash Flow Training- Credit Administration MCB, Fall 2022
Leadership Experience
- Dedicated wife and mother of three lovely children
- Secretary of Morton Youth Wrestling Program
- Church E Care Member and Greeter
- Volunteer for Pumpkin Festival and Holiday Events at children’s school
- Volunteer at the American Legion
- Organized fundraisers for the American Legion in Morton IL 'Invest in our Vets Oktoberfest'
Timeline
Banking Officer/ Branch Manager
HomeBank Texas
08.2023 - 01.2025
Assistant Vice President/Consumer Lender/Community Lender Assistant/ Branch Manager
Morton Community Bank
06.2006 - 05.2023
Primary Caregiver
Peoria Association for Retarded Citizens
07.2002 - 10.2005
Lead Pharmaceutical Technician
CVS Pharmacy
06.2001 - 07.2002
Cash Flow Training- Credit Administration -
MCB
MS Word 2013 -
Professional Development Institute – Division of ICC
MS Excel 2010 Level 1 & 2 -
Professional Development Institute – Division of ICC
Certified Nurses Assistant -
Illinois Central College
High School -
Morton High School