COURTNEY LEWIS
Loganville,GA
Summary
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
8
8
years of professional experience
Work History
Portfolio Administration Portfolio Servicing Specialist I
Truist Securities
Atlanta, GA
08.2018 - Current
- Maintained and monitored information for over 400 clients in the Consumer & Retail portfolio, amounting to ~$19.8BN in total credit exposure
- Establishes and maintains paper and electronic credit files in line with policy recommended standards including annual certification of each file
- Provides administrative support to Portfolio Management teams on risk reviews, internal and external audits
- Communicates and elevates past due reporting requirements to Team Leads, including but not limited to Department Heads
- Coordinates with CROS for original documents to be sent to the Vault
- Additionally, ensure that all flood diligence packages are uploaded to OnPointe
- Contribute to Special Projects as assigned by Manager or Group Heads
- Excellent communication skills, both verbal and written.
- Exercised leadership capabilities by successfully motivating and inspiring others.
Assistant Branch Manager
Truist Bank
Atlanta, GA
04.2017 - 08.2018
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Improved teller accuracy by implementing standardized cash handling procedures and conducting regular audits on cash drawers.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Supervised team of six branch employees and made recommendations regarding performance evaluations.
Personal Banker
Truist Bank
Atlanta, GA
05.2016 - 04.2017
- Managed risk through adherence to all policies and procedures, demonstrating sound judgment within established limits.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
Education
Some College (No Degree) -
Georgia Gwinnett College
Lawrenceville, GASkills
- Expert Problem Solving
- Administrative Support
- File Organization
- Legal administrative support
- Electronic Records Management
- Proficient in Microsoft Office
- Supervision and leadership
- Record preparation
- Data Entry
- Recordkeeping
- Document and File Management
Timeline
Portfolio Administration Portfolio Servicing Specialist I
Truist Securities
08.2018 - Current
Assistant Branch Manager
Truist Bank
04.2017 - 08.2018
Personal Banker
Truist Bank
05.2016 - 04.2017
Some College (No Degree) -
Georgia Gwinnett College