Bailey George
Dickinson,TX
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
9
9
years of professional experience
Work History
FWA-Philanthropic Services Administrator (Trust Officer)
Frost Bank
01.2021 - Current
- Review and approve student loan funding for 600+ borrowers per year.
- Assisted with grant processing for several internal accounts.
- Participated on project teams to build out a new student loan application portal.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Provided exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.
- Supervised administrative support staff members, offering guidance, feedback, and mentorship that contributed to their professional growth and development.
- Maintained accurate documentation of company policies and procedures for easy reference by all employees.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
Trust Operations Specialist II
Frost Bank
01.2016 - 01.2021
- Prepare promissory notes for review
- Post loan payments to customer accounts
- Set-up new loans
- Maintenance accounts
- Send delinquent account notices
- Order disbursement checks when requested
- Maintained a high level of confidentiality when handling sensitive client information, adhering to data protection regulations.
- Reduced operational risk through thorough review and reconciliation of trust accounts.
- Increased departmental efficiency, training new employees on company-specific software applications and processes.
- Enhanced regulatory compliance through the diligent application of policies and procedures in daily tasks.
- Maintained client satisfaction by promptly addressing inquiries and resolving issues related to trust accounts.
- Improved operational workflow by proactively identifying areas of improvement within existing systems.
Education
Bachelor of Science - Agricultural Business
Sam Houston State University
Huntsville, TX05.2013
Skills
- Customer service
- Data entry
- Recordkeeping and file management
- Attention to detail
- MS office
- Team building and leadership
- Office management
- Deadline adherence
- Operations management
Timeline
FWA-Philanthropic Services Administrator (Trust Officer)
Frost Bank
01.2021 - Current
Trust Operations Specialist II
Frost Bank
01.2016 - 01.2021
Bachelor of Science - Agricultural Business
Sam Houston State University
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