Brianna Preston
Pittsburgh,PA
Summary
Highly-qualified business administrative professional driven to oversee operations with results-oriented mindset. Seeking opportunities to improve processes and workflows for team benefit, with the desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills.
Overview
6
6
years of professional experience
Work History
Commercial Loan Processor
Citizens Bank NA
Pittsburgh, PA
02.2023 - 01.2024
- Managed a portfolio of over 100 high-value loans and consistently ensured timely processing within the required timeframe.
- Regularly collaborated with loan officers to tailor lending packages to clients' needs.
- Analyzed loan documentation requirements in order to detect incomplete, insufficient, or questionable information.
- Responsible for the integrity of loan input through documentation system including accurate CRA information, compliance, etc.
Business Banking Specialist
Citizens Bank NA
Pittsburgh, PA
09.2019 - 01.2023
- Actively cross-sells additional business products such as loans and cash management products through referrals to partners.
- Maintain highly proficient and comprehensive knowledge of Citizen's products, services and systems.
- Resolved customer account discrepancies such as transaction-based errors from the third-party service providers and/or bank tellers, validated account closures, and investigated frozen asset occurrences.
- Assisted business banking customers with all banking needs including; business and commercial lending, business credit cards, business real estate finance, business equipment finance, SBA loans and treasury management products and services.
Customer Service Specialist
Citizens Bank NA
Pittsburgh, PA
08.2017 - 09.2019
- Managed incoming customer inquiries via phone and email, averaging 80+ inquiries daily.
- Improved customers’ banking experience with the bank by ensuring that the customers are attended to promptly and all their challenges are resolved without delay.
- Resolved product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; and following up to ensure resolution.
- Performing maintenance on accounts such as updating personal information, unlocking online banking, adding stop payments and alerts, changing account type, adding a co-owner; adding a poa (power of attorney) or pod (payable on death).
- Analyzed account transaction to identify fraudulent activity to prevent potential loss to the customer and bank.
Education
Bachelor of Science - Labor Employment Relations
Pennsylvania State University
12.2025
Skills
- Data Processing
- Risk Management
- Financial Data Analysis
- Regulatory Compliance
- Business Administration
- Operations Management
- Documentation And Reporting
- Business process improvement
Timeline
Commercial Loan Processor
Citizens Bank NA
02.2023 - 01.2024
Business Banking Specialist
Citizens Bank NA
09.2019 - 01.2023
Customer Service Specialist
Citizens Bank NA
08.2017 - 09.2019
Bachelor of Science - Labor Employment Relations
Pennsylvania State University
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