DOMINIQUE TROTTER
Gilbert,AZ
Summary
Financial services professional with progressive experience in consumer lending, wealth management, banking, financial account operations, client education, and regulated transaction processing. Experienced in needs based selling, insurance products, loan origination, documentation, funding support, customer relationship development, and compliance with federal and state requirements. Known for clear communication, attention to detail, strong customer service, and the ability to manage time sensitive transactions accurately in high volume environments. Bachelor of Science in Accounting candidate.
Overview
9
9
years of professional experience
Work History
Wealth Management Client Associate
Bank of America
Chandler, AZ
01.2024 - Current
- Educated clients on banking services and financial offerings, presented information clearly and professionally, and identified opportunities for product adoption and advisor referrals.
- Educate clients on banking services and financial offerings, ensuring information is presented clearly and professionally while identifying relevant opportunities for product adoption and advisor referrals.
- Built and maintained client relationships through responsive service, needs-based conversations, timely follow-up, and coordination with financial advisors.
- Supported team operations during staffing gaps and high demand, ensuring service quality, accuracy, and timely completion of client requests.
Consumer Loan Specialist
OneMain Financial
Arizona
05.2023 - 01.2024
- Delivered results against individual and branch sales goals by presenting needs based loan solutions and optional insurance products aligned with customer needs.
- Developed and maintained customer relationships through consultative conversations, product education, and professional follow-up.
- Educated customers on loan terms, conditions, payment obligations, and available insurance products to promote informed decisions and compliance.
- Oversaw full loan life cycle activities, including originations, documentation, servicing, and collections, ensuring compliance with laws, regulations, and company policies.
- Established referral relationships with local businesses to source new customers, leveraging credit underwriting techniques and sales tools.
Customs Trade Specialist
FedEx Logistics
Memphis, TN
05.2022 - 04.2023
- Coordinated high volume regulatory documentation and time sensitive import entries with strict accuracy and adherence to customer procedures.
- Classified commodities using databases, tariff schedules, standard operating procedures, and regulatory resources while completing detailed data entry and remote filings.
- Maintained compliant records, performed reconciliations and reviews, and resolved discrepancies with internal teams, operations, and customers.
Customer Service Representative
Terminix
Memphis, TN
08.2021 - 04.2022
- Processed more than 50 customer orders per day, scheduled services, resolved customer concerns, and maintained accurate interaction records while meeting productivity goals.
- Managed phone, email, and data entry tasks while delivering professional, customer-focused support.
- Resolved customer inquiries through effective communication and problem-solving techniques.
- Managed service schedules using CRM software to enhance operational efficiency.
- Trained new staff on company policies and customer service best practices.
Fee Based Processor
Raymond James
Memphis, TN
05.2020 - 02.2021
- Processed fee based agreements, reconciliations, distributions, and terminations while resolving account inquiries and complex business issues.
- Maintained financial account documentation and operational records, identified discrepancies through data analysis, and communicated findings to internal and external contacts.
- Supported cross functional training, special projects, and team coverage during absences.
Transport Enrollment Specialist
Indigo Ag
Memphis, TN
06.2019 - 02.2020
- Verified compliance requirements using Salesforce and industry databases while managing time sensitive enrollment activities and maintaining accurate records.
- Prepared meeting materials, led meetings, and managed customer and partner communications through phone and email.
Customer Service Representative
FedEx Office
Memphis, TN
08.2018 - 06.2019
- Managed customer orders, email, and multi line phone support while balancing competing priorities and time sensitive requests.
- Upsold services and supported customers in a fast paced retail environment.
Teller
First Tennessee Bank
Memphis, TN
10.2017 - 08.2018
- Processed deposits, withdrawals, check cashing, and ATM transactions while adhering to cash controls and banking procedures.
- Cross sold products, supported account opening and loan application assistance, and delivered professional customer service.
Education
Bachelor of Science - Accounting
Chandler Gilbert Community College
Chandler, AZ05-2028
High School Diploma -
DeSoto Central High School
Southaven, MS01-2014
Skills
- Wealth management
- Consumer Lending
- Financial products
- Loan processing
- Needs Based Selling
- Customer Relationship Development
- Client Education
- Sales Goals and Referrals
- Salesforce CRM
- Regulatory knowledge
- Account documentation
- Funding and Reconciliation
- High-volume processing
- Data Analysis
- Regulatory awareness
- Investment Strategies
- Risk Assessment
- Financial planning
- Portfolio Management
Timeline
Wealth Management Client Associate
Bank of America
01.2024 - Current
Consumer Loan Specialist
OneMain Financial
05.2023 - 01.2024
Customs Trade Specialist
FedEx Logistics
05.2022 - 04.2023
Customer Service Representative
Terminix
08.2021 - 04.2022
Fee Based Processor
Raymond James
05.2020 - 02.2021
Transport Enrollment Specialist
Indigo Ag
06.2019 - 02.2020
Customer Service Representative
FedEx Office
08.2018 - 06.2019
Teller
First Tennessee Bank
10.2017 - 08.2018
Bachelor of Science - Accounting
Chandler Gilbert Community College
High School Diploma -
DeSoto Central High School