Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Elizabeth Thomas

Florence,AL

Summary

Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

Overview

5
5
years of professional experience

Work History

Lending Assistant

United Community Bank
04.2023 - Current
  • Communicated with customers daily to request information and complete paperwork.
  • Liaised with clients to guide through loan closing process and skillfully handle any concerns.
  • Helped loan officers in preparing repayment plans for timely processing.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Assessed loan portfolios for compliance with underwriting policies.
  • Identified opportunities to cross-sell and upsell loan products to customers.
  • Monitored pipelines to track and log status of loans.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.

Universal Banker

Progress Bank
01.2020 - 04.2023
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Generated reports and analysis of customer data to identify trends and potential business opportunities.

Financial Assistant

Progress Financial Services
01.2019 - 01.2020
  • Explained and documented types of services to be provided for clients, and responsibilities to be taken by personal financial advisor.
  • Supported executives by conducting research, reporting and documentation.
  • Performed annual qualitative analyses on investment accounts.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.

Education

MBA -

University of North Alabama
Florence, AL
08.2023

Bachelor of Science -

University of North Alabama
Florence, AL
05.2018

Skills

  • System Optimization
  • Creative Solutions
  • SWOT Analysis
  • Community Organization
  • Marketing Strategies
  • Self-Motivated

Affiliations

Better Business Bureau of the Shoals

Shoals Young Professionals

Timeline

Lending Assistant

United Community Bank
04.2023 - Current

Universal Banker

Progress Bank
01.2020 - 04.2023

Financial Assistant

Progress Financial Services
01.2019 - 01.2020

MBA -

University of North Alabama

Bachelor of Science -

University of North Alabama

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Elizabeth Thomas