Detail-oriented banking professional with expertise in branch operations, loan processing, and compliance. Proven track record in implementing process improvements and training associates to enhance service quality.
Work History
Commercial Banking Associate Lead
2 Years 1 Month
Alerus Financial | 03.2024 - 04.2026
Assisted clients in account management, providing tailored solutions to enhance customer satisfaction and retention.
Resolved client inquiries promptly, maintaining high standards of service quality and communication.
Analyzed financial documents to identify discrepancies, improving accuracy in transaction processing.
Processed customer transactions efficiently, ensuring compliance with banking regulations and operational policies.
Collaborated with team members to streamline workflow processes, enhancing overall branch efficiency.
Trained new associates on banking procedures and systems, fostering a knowledgeable workforce.
Implemented process improvements based on feedback, contributing to increased operational effectiveness within the team.
Loan Documentation Reviewer
22 Years 11 Months
BMO, Bank of the West, Community First | 04.2001 - 03.2024
Reviewed documentation for accuracy, ensuring adherence to internal policies and procedures.
Led training sessions for new staff on review protocols and best practices.
Developed quality assurance metrics to monitor performance and identify improvement areas.
Implemented process enhancements that increased accuracy in report generation and analysis.
Mentored junior reviewers, fostering professional growth and knowledge sharing within the team.
Maintained strong attention to detail while reviewing numerous documents daily, ensuring consistent quality and accuracy.
Collaborated with cross-functional teams to streamline review processes and reduce turnaround time.
Analyzed customer feedback to improve service delivery and product offerings.
Education
Bachelor of Science - Finance
Minnesota State University Moorhead | Moorhead | 11-1990