Edward McMahon
Summary
Efficient and detail-oriented banking and retail professional with 6 years of experience in various roles. Proficient in order fulfillment, logistics, and cash handling. Proven leadership skills through overseeing a small team and managing guest services. Seeking to leverage organizational skills and experience in future career opportunities.
Overview
6
6
years of professional experience
Work History
Portfolio Assistant/Teller
First Montana Bank
01.2024 - Current
- Prepared and organized loan documents to help assist loan officers
- Managed the Loan Transaction Fee Account for the branch
- Processed and organized loan documentation for various accounts and clients
- Managed title issues, title policies, reconveyance, and recording throughout the life of the banks loans in tandem with the local title company
- Managed the opening and closing of various accounts for clients across the retail and the loan side of banking
- Handled everyday transactions such as deposits, withdrawals, wire transfers, loan draws, and loan advances
- Helped handle various customers issues such as fraud disputes, fraud resolution, and account discrepancies
- Reviewed all transactions for processing at end of day
Fulfillment Team Lead
Target
07.2021 - 01.2024
- Managed store fulfillment processes and closing duties
- Trained new team members by relaying information on company procedures and safety requirements.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Collaborated with other departments to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.
- Implemented performance metrics to track individual progress and identify areas for improvement within the team.
General Merchandiser
Target
06.2019 - 07.2021
- Kept sales floor clean, neat, and well-stocked for customers, helping to drive consistent sales with professional arrangements.
- Pushed and stocked product in multiple departments and consistently met time targets.
- Increased customer satisfaction by providing exceptional product knowledge and recommendations tailored to individual needs.
- Maintained a safe shopping environment by adhering to company guidelines regarding cleanliness, health, and safety standards.
Education
High school diploma -
Glenwood Springs High School
Glenwood Springs, CO05.2021
Skills
- Portfolio management
- Strong work ethic
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Strong Leader
- Customer service and support
- Organizational skills
- Punctual and dependable
- Cash handling
- Recordkeeping and documentation
Timeline
Portfolio Assistant/Teller
First Montana Bank
01.2024 - Current
Fulfillment Team Lead
Target
07.2021 - 01.2024
General Merchandiser
Target
06.2019 - 07.2021
High school diploma -
Glenwood Springs High School
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