Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brad Bonneau

Stockton,USA

Summary

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

17
17
years of professional experience

Work History

Relationship Banker

Bank of America
05.2024 - Current
  • Assessing clients’ financial statements, cash flow, and creditworthiness to recommend appropriate banking solutions
  • Assisting clients with account openings, reconciliations, and financial transactions while maintaining accurate records
  • Identifying potential financial risks for clients and ensuring compliance with banking regulations
  • Advising clients on budgeting, saving, and financial growth strategies
  • Compile and maintain data, notes, and other forms of communication to ensure proper allocation of funds and account maintenance/research is upheld to the highest degree of certainty
  • Evaluating loan applications, reviewing credit reports, and ensuring proper documentation for lending decisions
  • Driving business through client retention, cross-selling financial products, and improving operational efficiency
  • Create and maintain technical data and reports to ensure compliance is met within local, state, and federal regulations

Client Experience Coordinator/Administrative Associate

Bank of Stockton
01.2023 - 05.2024
  • Assist clients in person, on the phone, and email with any needs in relation to services offered, setting up appointments, inquiries into their accounts, and more
  • Assist in new account setup following banking procedures such as BSA and CIP forms
  • Process cash, checks, ACH, and wire transactions between various accounts, individuals, banks, and other entities
  • Balance a variety of accounts and/or functions utilizing a variety of electronic and manual methods
  • Process and maintain electronic format of trust documentation in accordance with established standards
  • Asset management in cooperation with the investment and operations teams
  • Setup, review, and approve all transactions and disbursements
  • Ensure all accounts are in compliance with banking standards and regulations
  • Review/audit accounts in coordination with compliance, trust, and investment officers
  • Manage CRM including data input, updates and reporting
  • Create and maintain detailed reports of assets within each client’s accounts, ranging from taxes, properties, and property management duties to investment strategies

Law Clerk/Office Associate

Allen-Garibaldi & Chang Law Firm
09.2008 - 11.2022
  • Assist in day-to-day operations such as meeting with clients, answering telephones, responding to emails, filing, and managing office materials/inventory, banking, accounting, payroll, and helped with wills and trust/wealth management
  • Manage client accounts, the firms’ bills, other accounting needs and all other files in Microsoft word and excel
  • Filing documents with courthouses, delivery of documents, and serving individuals.

Realtor

Grupe Real Estate
10.2015 - 04.2018
  • Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
  • Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
  • Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
  • Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.

Education

Bachelor of Arts - Political Science/International Studies

University of the Pacific
05.2014

Business and Administration

San Joaquin Delta College
06.2011

REFM Level 1 Excel Certified - undefined

Real Estate Financial Modeling
11.2016

Principles of Commercial Real Estate Finance

Real Estate Financial Modeling
12.2016

Real Estate Agent Licensing Course: California

KAPLAN COLLEGE
07.2015

Real Estate Salesperson License No. 01990037 -

CALIFORNIA BUREAU OF REAL ESTATE
09.2015

Skills

  • Proficiency in Microsoft Excel, Word, and PowerPoint, which are essential for preparing reports and maintaining records
  • Strong communication skills, both written and verbal, to effectively interact with various stakeholders and compose correspondence
  • Ability to analyze problems, organize data, and present information clearly, aligning with the job’s requirement to analyze problems and recommend appropriate solutions
  • Account management
  • Database management
  • Report preparation
  • Problem-solving aptitude
  • Project management
  • Business development
  • Relationship building and management
  • Sales expertise

Timeline

Relationship Banker

Bank of America
05.2024 - Current

Client Experience Coordinator/Administrative Associate

Bank of Stockton
01.2023 - 05.2024

Realtor

Grupe Real Estate
10.2015 - 04.2018

Law Clerk/Office Associate

Allen-Garibaldi & Chang Law Firm
09.2008 - 11.2022

Business and Administration

San Joaquin Delta College

REFM Level 1 Excel Certified - undefined

Real Estate Financial Modeling

Principles of Commercial Real Estate Finance

Real Estate Financial Modeling

Real Estate Agent Licensing Course: California

KAPLAN COLLEGE

Bachelor of Arts - Political Science/International Studies

University of the Pacific

Real Estate Salesperson License No. 01990037 -

CALIFORNIA BUREAU OF REAL ESTATE

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