BROOKE TRAWEEK
Commercial Loan/Ag Loan Officer
Tuscaloosa,USA
Summary
Successful loan processing professional well-versed in the market, fee structures and application review procedures. Analytical and detail-oriented multitasker with an organized approach and good problem-solving abilities. While focusing on balancing customer needs with bank security requirements and targets. Knowledgeable about regulatory requirements and leadership in banking.
Overview
11
11
years of professional experience
Work History
Commercial Loan/Ag Loan Officer
Alabama One Credit Union
05.2022 - Current
- Obtained and reviewed corporate financial statements.
- Maintained compliance with laws and regulations governing commercial loans.
- Processed loan applications and monitored progress from start to finish.
- Monitored pipelines to track and log status of loans.
Virtual Loan Officer
Alabama One Credit Union
09.2021 - 05.2022
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Maintained strict confidentiality of bank records and client information.
- Collaborated with other departments to promptly process loan applications.
- Submitted loan applications to underwriter for verification and recommendations.
- Developed and maintained relationships with customers, lenders and other third parties.
Sales representative
Zales Jewelers
10.2019 - 03.2020
Personal Banker 1
Wells Fargo
08.2016 - 07.2019
- Opening and closing accounts, providing customers with product knowledge along with benefits of products and services, processing teller transactions, helping to resolve customer concerns, budget management and financial guidance, helped customers apply for loans and fund the loans, partnered with mortgage and financial advisors to provide customers with optimal financial solutions, networked to build client base and provide products to new customers, opening and closing of business accounts, home equity loans, notary public, business financial leader, Wells Fargo at work leader- networking with UofA for partnerships
Personal Banker 1
Wells Fargo
08.2015 - 08.2016
- Opening and closing accounts, providing customers with product knowledge along with benefits of products and services, processing teller transactions, helping to resolve customer concerns, budget management and financial guidance, helped customers apply for loans and fund the loans, partnered with mortgage and financial advisors to provide customers with optimal financial solutions, networked to build client base and provide products to new customers, opening and closing of business accounts, home equity loans, notary public, business financial leader, Wells Fargo at work leader- networking with Local schools for partnerships
Customer Sales and Service Representative
Wells Fargo
10.2014 - 08.2015
- Opening and closing accounts, providing customers with product knowledge along with benefits of products and services, processing teller transactions, helping to resolve customer concerns
Lead Teller
Wells Fargo
05.2014 - 10.2014
- Processed withdrawals, processed deposits, verified amounts and integrity of every check or funds transfer, examined checks for endorsements and proper identification, delivered prompt, accurate and excellent customer service, balanced vault and teller drawers daily, working with minimal supervision and training new tellers on spot, providing teller overrides and approvals for transactions, providing on the spot teller coaching moments, also handling customer concerns
Part time teller
Wells Fargo
12.2013 - 05.2014
- Processed withdrawals, processed deposits, verified amounts and integrity of every check or funds transfer, examined checks for endorsements and proper identification, delivered prompt, accurate and excellent customer service, balanced vault and teller drawers daily
Teller
Wells Fargo
09.2012 - 12.2013
- Processed withdrawals, processed deposits, verified amounts and integrity of every check or funds transfer, examined checks for endorsements and proper identification, delivered prompt, accurate and excellent customer service, balanced vault and teller drawers daily
Education
High School Diploma -
Winfield City High School
Winfield, AL05.2009
Skills
- Banking and Finance knowledge
- Customer Service
- Team Building
- Team Management
- Computer knowledge: Word, Excel and more Microsoft programs
- Loans
- Financial Advising
- Regulatory Compliance
Timeline
Commercial Loan/Ag Loan Officer
Alabama One Credit Union
05.2022 - Current
Virtual Loan Officer
Alabama One Credit Union
09.2021 - 05.2022
Sales representative
Zales Jewelers
10.2019 - 03.2020
Personal Banker 1
Wells Fargo
08.2016 - 07.2019
Personal Banker 1
Wells Fargo
08.2015 - 08.2016
Customer Sales and Service Representative
Wells Fargo
10.2014 - 08.2015
Lead Teller
Wells Fargo
05.2014 - 10.2014
Part time teller
Wells Fargo
12.2013 - 05.2014
Teller
Wells Fargo
09.2012 - 12.2013
High School Diploma -
Winfield City High School
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