Destin Schroeder
Charlotte,NC
Summary
Highly-motivated employee with desire to take on new challenges including a history of meeting company needs with consistent and organized practices. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Experienced in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
3
3
years of professional experience
Work History
Personal Banker
Fifth Third Bank
Charlotte
03.2023 - Current
- Leader in community outreach and acquiring local business for the branch
- Facilitate an extensive book of business including over $1 million in both personal accounts, business accounts and lending
- Developed and implemented strategies to help clients reach their financial goals.
- Reviewed existing portfolios to assess performance against established benchmarks and recommended appropriate changes when necessary.
Financial Consultant
PNC Bank
Charlotte
01.2022 - 03.2023
- Well versed in personal banking, financial statements, and business administration
- Accomplished designated lender with over $600k in loans, educated clients in financial wellness, and credit/lending champion for branch
- Conducted detailed financial analysis and research to identify potential areas of improvement for clients.
- Monitored client accounts daily for changes in value or activity levels.
Mortgage Processor
Interfirst Mortgage Company
Charlotte
05.2021 - 01.2022
- Educated on mortgage products, laws/regulations, and guidelines
- Calculated debt-to-income ratios, loan-to-value ratios, and other applicable percentages.
- Verified income, assets, credit reports, title insurance policies and appraisals for each loan file.
- Facilitated an effortless loan process by communicating with clients, uploading and teaching clients to upload vital documents to the portal.
Education
Bachelor of Business Administration - Finance
Mississippi State University
07.2023
Associate degree - Business
Northwest Community College
01.2019
Skills
- 10 years of customer service experience
- NMLS #2212624 Certified Designated Lender
- Teller trained
- Account Maintenance
- Attention to Detail
- Issues Resolution
- MS Excel
Computer Experience
- Hubspot
- Blend
- Edge
- ACE
- ACE Pro
- Genesis
- Microsoft Word
- Excel
- PowerPoint
- Teams
- OneNote
Timeline
Personal Banker
Fifth Third Bank
03.2023 - Current
Financial Consultant
PNC Bank
01.2022 - 03.2023
Mortgage Processor
Interfirst Mortgage Company
05.2021 - 01.2022
Bachelor of Business Administration - Finance
Mississippi State University
Associate degree - Business
Northwest Community College