Summary
Overview
Work History
Education
Skills
Timeline
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Danielle Windle

Danielle Windle

Cottonwood,CA

Summary

A personal banker and loan officer with experience in financial services, adept at cultivating strong client relationships and providing comprehensive financial solutions. Proficient in assessing customer needs, analyzing financial data, and recommending suitable banking products and loan options. Demonstrated ability to navigate complex financial regulations while delivering exceptional customer service and achieving sales targets. Strong interpersonal and communication skills combined with a deep understanding of banking practices to effectively support clients in achieving their financial goals. Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.

Overview

9
9
years of professional experience

Work History

Personal Banker II/Loan officer

Tri Counties Bank
  • Understanding customers' financial state as well as their future financial needs
  • Working in partnership with other financial professionals
  • Knowledge of financial statements, setting up accounts
  • Setting business up with treasury management
  • Coordinating clients with loan processing
  • Offering/negotiating terms for dwelling or businesses
  • Making goal/production

Photographer/Videographer

Moonlight Media
05.2015 - Current
  • Met with clients to assess project requirements, explain pricing structures and negotiate contracts
  • Covered large- and small-scale jobs from event day through post production
  • Marketed material and scheduled bookings
  • Managed client scheduling, averaging 4 sessions a week with consistent service and quality levels.

Morgan Telecom
08.2018 - 10.2021
  • Prepared professional business correspondence, including letters, invoices, and basic contract language
  • Assisted project management resources and paperwork necessary to complete assignments
  • QuickBooks, providing service tickets, Invoices, Collections, Entering time into payroll
  • Handled file demands, scanning and storing physical records
  • Kept office file system highly organized and quickly retrieved needed records
  • Answered phones and delivered messages, routed incoming mail, answered correspondence and prepared outgoing mail.

Education

Real Estate

Allied American University
Laguna Hills, CA
2022

High School Diploma -

West Valley High School
Cottonwood, CA
06.2004

Skills

  • Schedule coordination
  • Task prioritization
  • Marketing
  • Branding
  • Client relations
  • Billing
  • Collections
  • Customer service
  • Time management

Timeline

Morgan Telecom
08.2018 - 10.2021

Photographer/Videographer

Moonlight Media
05.2015 - Current

Personal Banker II/Loan officer

Tri Counties Bank

Real Estate

Allied American University

High School Diploma -

West Valley High School
Danielle Windle