Breanna O. Calloway

• Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
• Maintained updated records of all financial transactions to support traceability.
• Evaluated and negotiated contracts to procure favorable financial terms.
• Developed strategic plans for day-to-day financial operations.
• Utilized financial software to prepare consolidated financial statements.
• Complied with established internal controls and policies.

Accomplishments:

• Financial Service Officer of the year 2021 & 2022
• Most received 5 star Customer Services review -2021

• Originated, reviewed, processed, closed, and administered customer loan proposals.
• Examined customer loan applications for loan approvals and denials.
• Negotiated loan terms to provide favorable outcomes for both customers and lenders.
• Developed strong relationships with customers through high levels of customer service.
• Proactively identified solutions for customers experiencing credit issues.
• Evaluated loan requests and documents to verify accuracy and completeness.

Accomplishments:

• Promotion from Head Teller to Loan Officer
• 1st Employee of month
• Perfect loan audit and Teller draw balance

• Processed customer transactions promptly, minimizing wait times.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
• Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.