Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Work History
Lending Consultant
11 Months
&Partners | 11.2025 - Current
Advised borrowers on loan products, rates, and repayment structures aligned with credit profiles.
Managed loan pipelines, prioritizing submissions to maintain timely processing and approvals.
Evaluated applications for completeness, accuracy, and compliance with lending guidelines.
Collaborated with underwriting teams to resolve documentation gaps and move loans forward.
Built client relationships through clear communication and responsive guidance throughout application stages.
Monitored regulatory requirements and applied lending policies to reduce processing errors.
Integration Specialist
2 Years 1 Month
&Partners | 11.2023 - 12.2025
The Support Specialist assists in the operations and supervision of a Financial Advisor (FA) and their team. The role requires detail orientation to review client documents for accuracy, validate proper processes are followed, and manage exception reports when issues arise.
Open brokerage and managed accounts for FA
Provided technical support to users during the integration process.
Documented integration workflows, technical specifications, and support procedures for repeatable implementation.
Treasury Management Deposit Specialist II
1 Year 2 Months
Stifel Bank | 06.2023 - 08.2024
Analyzed customer accounts to ensure accuracy of data for internal reporting purposes.
Assisted in the implementation of new systems and processes for treasury management functions.
Provided training to staff on best practices for treasury management procedures.
Facilitated onboarding of new banking partners by preparing account opening forms and coordinating KYC reviews.
Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
Implemented automated payment solutions such as virtual cards or e-invoicing programs in order to streamline payment processes.
Relationship Banker
6 Months
JPMorgan Chase | 12.2022 - 06.2023
Advised customers on bank products, services and financial planning options.
Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
Complied with security procedures and protocols when opening and closing bank vault.
Business Banking Specialist 2
2 Years 10 Months
US Bank | 02.2020 - 12.2022
Participated in meetings with potential customers and presented small business solutions.
Brought in new business and customers by utilizing promotional and networking strategies.
Set up and completed loans with and without security.
Enhanced relationships by providing excellent service to small business customers.
Resolved business customer problems and offered technical expertise to answer questions and concerns.
Guided teams to increase business portfolio and grow bottom-line profitability.
Collaborated with team members to turn service inquiries into sales opportunities.
Universal Banker 4
2 Years 8 Months
U.S. Bank | 06.2017 - 02.2020
Met or exceeded sales goals by promoting bank products and services in every interaction
Offered every customer exceptional service levels by remaining friendly and professional during every transaction
Managed customer referrals to help financial services team members capitalize on sales changes
Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets
Bookseller
1 Year 2 Months
Half Price Books | 09.2017 - 11.2018
Assisted in ringing up sales at registers and bagging merchandise
Performed floor moves, merchandising, display maintenance and housekeeping to keep sales areas well-stocked, organized and current
Helped customers by answering questions and locating merchandise
Followed all company policies, rules and procedures to promote company goals and ensure safety
Greeted each customer and offered assistance in the form of excellent customer service
Merchandiser
6 Months
Dr Pepper Snapple Group | 03.2016 - 09.2016
Placed prices and descriptive signage to enhance displays and promote items
Updated seasonal displays such as windows and mannequins to highlight current product lines
Communicated and coordinated execution of planogram with store management
Arranged items in favorable positions and areas of the store for optimal sales
Upheld stock levels and proper pricing for multiple product lines
Education
High School Diploma
Lea Valley High School | Enfield, England | 06-2009