Beatriz Gregory
Arlington,Texas
Summary
Accurate and dedicated Loan processor and manager who evaluates financial documentation and promotes positive client interactions. Works exceptionally well in fast-paced environments driven by tight deadlines. Employs critical eye toward document details and customer information to avoid errors and promote efficiency.
Overview
14
14
years of professional experience
Work History
Loan Processor
Pinnacle Bank Arlington
03.2022 - Current
- Scan financial statements and documents
- Update, review and maintain financial records for our loan customers
- Maintain compliance with bank regulations for audits and reviews.
Teller Supervisor
Pinnacle Bank Arlington
02.2020 - Current
- Manage, train and organize teller line operations
- Fill in as needed while resolving problems, assisting with complex transactions and sensitive client information
- Records maintenance, cash handling, bank product expertise and customer service expertise.
Teller
Pinnacle Bank Arlington/Woodhaven Bank
10.2009 - 02.2020
- Full knowledge of banking and business products, client relationships, knowledge of all banking regulations, policies and procedures
- Customer service responsibilities and provided guidance
- Cash and check handling and appropriate referral to other bank personnel.
Education
Bachelors Degree - Large Animal Nutrition
National University of Colombia
01.1996
Skills
- Bilingual English/Spanish
- Basic computer skills and knowledge
- Customer service
- Fraud prevention expert with excellent attention to details
References
- Stacie Terry, 817-851-8201, Personal friend for over 15 years
- Caroline Murray, 817-561-6775, Friend and co-worker for over 15 years
- Debbie Galvan, 817-478-0852, Colleague and friend for over 15 years
Hobbies and Interests
Nature enthusiast, animal lover and caring mother, daughter, wife and friend. Love helping others and spending time with friends and family.
Languages
Spanish
Native or Bilingual
Timeline
Loan Processor
Pinnacle Bank Arlington
03.2022 - Current
Teller Supervisor
Pinnacle Bank Arlington
02.2020 - Current
Teller
Pinnacle Bank Arlington/Woodhaven Bank
10.2009 - 02.2020
Bachelors Degree - Large Animal Nutrition
National University of Colombia
Similar Profiles
Kylie ThroenerKylie Throener
Concessions Attendant at Pinnacle Bank ArenaConcessions Attendant at Pinnacle Bank Arena
GINA RADERGINA RADER
Vice President/Operations Manager at Pinnacle BankVice President/Operations Manager at Pinnacle Bank
Amy IngramAmy Ingram
Teller at Pinnacle BankTeller at Pinnacle Bank
Rodney E. Williams SR.Rodney E. Williams SR.
General Assembly (GA) Launch Coordinator at General Motors USAGeneral Assembly (GA) Launch Coordinator at General Motors USA
Bryant HendersonBryant Henderson
Safety Coordinator at Saddle Creek LogisticsSafety Coordinator at Saddle Creek Logistics