Aaliyah Thompson
Woodbridge,VA
Summary
Dedicated, multi-skilled, and hard-working professional with over five years of experience in assisting clients, building customer rapport, accounting, banking, finance, documentation, and procedures in various industries. Motivated, driven to work efficiently and effectively, eager to expand skills, and gain valuable real-world experience in all types of environments. Skilled in working under pressure and adapting to new situations and challenges. Possess great attention to detail, excellent organizational skills, proactive, goal-oriented, and compassionate in delivering five-star customer service.
Overview
7
7
years of professional experience
Work History
Mortgage Loan Originator II
Navy Federal Credit Union
Winchester, VA
02.2021 - Current
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
- Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Assisted credit officers with loan applications to originate loans.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Collected information from banks, institutions and employers to assess applicant eligibility.
- Prepared documents for customers, submitting and overseeing through each step of closing process.
- Interviewed applicants to assess loan requirements before suggesting offers.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Planned and dealt with payment schedules.
- Fielded customer complaints and provided solutions.
- Explained different types of loans pertaining to client situations.
- Compiled closing packages for drafting and presentation accuracy.
- Explained very technical financial information to applicants in easy to understand language.
- Monitored pipelines to track and log status of loans.
- Proactively identified solutions for customers experiencing credit issues.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Community Banking Branch Banker II
Branch Banking & Trust And SunTrust (Merger)
Charlestown, WV
08.2019 - 02.2021
- Helped customers prepare documents required to complete transactions and process requests.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Identified customer desires and goals through needs-based sales tactics.
- Consulted with financial advisors and traders to provide data and analysis of market trends, economic influences and business shifts affecting overall profitability.
- Presented products and services to customers using in-depth knowledge to answer questions.
- Worked with diverse product development teams to create software for qualitative structured solutions to validate and model emerging markets.
- Investigated and resolved account issues by offering applicable options to customers.
- Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.
- Opened new accounts and made changes to existing accounts.
- Counted currency, coins and checks in cash drawer, night depository and ATM.
- Supported tellers by processing transactions involving money orders, cashiers checks and payments.
- Supported financial director with special projects and additional job duties.
- Complied with established internal controls and policies.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Increased new bank relationships within local community through execution of quarterly promotions
- Resolved escalated customer issues.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Identified improvement changes regarding key processes for internal controls and accounting procedures.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Increased company revenue by selling various investment products.
Real Estate Personal Assistant/Internship Student
NOVA Real Partners, LLC
Woodbridge, VA
08.2018 - 08.2019
- Supported real estate agent/owner by making copies, obtaining electronic signatures and procuring documents from public records.
- Reported to agent regarding statutory and contract requirements to inform time-sensitive decisions.
- Communicated with agent/owner regarding closings, document delivery deadlines and contract amendments to facilitate proactive contract fulfillment.
- Issued office-wide communications on behalf of brokers and team leaders.
- Stored client information securely within well-organized, password-protected electronic file system.
- Created and organized digital copies of paper contracts and agreements, organizing and securing files according to company policy.
- Worked cooperatively with third-party vendors to procure services necessary for real estate contract execution, cultivating positive relationships with vendors delivering quality services.
- Stepped in to take responsibility for correspondence and other back-office duties for team members in case of time restrictions or scheduling conflicts.
- Studied purchase and contract agreements to understand logistics and nuances involved in carrying executed agreements through to completion.
- Sent legally binding documents for electronic signature or via certified mail to obtain proof of timely delivery.
- Collected data using various research methods to broaden results and optimize marketing strategies.
- Attracted new clients by creating and implementing innovative marketing strategies.
- Coordinated with social media, public relations and other teams to execute product introductions.
- Maintained efficient office operations by handling errands and administrative functions.
- Kept contacts organized with various system to maintain readiness for future mailings.
- Coordinated appointments to show marketed properties.
- Prepared purchase agreements and disclosures and used dootloop/docu sign to complete paperwork.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Liaised between clients and vendors and maintained effective lines of communication.
- Answered, responded to and transferred daily phone calls on multi-line phone system.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Managed calendars to strategically coordinate meetings, appointments and events.
- Used various software such as word, excel, powerpoint to prepare various correspondence, reports and other written material.
- Managed filing system, entered data and completed other clerical tasks.
Retail Consultant
Sprint
Woodbridge, VA
04.2019 - 07.2019
- Approached browsing customers to initiate conversations to determine buying preferences.
- Assisted customers with prompt and polite support in-person and via telephone.
- Spoke to customers in native language to increase loyalty and establish relationships.
- Increased sales by offering advice on purchases and promoting additional products.
- Greeted customers, helped locate merchandise and suggested suitable options.
- Used POS system to process sales, returns, online orders and gift card activations.
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Informed customers of current store promotions to encourage additional sales purchases.
- Actively engaged customers to provide general assistance and information on store merchandise.
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
- Helped customers complete purchases, locate items and join reward programs.
- Answered product questions with up-to-date knowledge of sales and store promotions.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Kept office areas clean, tidy and professional in appearance to maximize worker efficiency and promote customer engagement.
Outlet Team Professional/Sales Representative
Bloomingdales
Woodbridge, VA
08.2018 - 03.2019
- Developed and delivered engaging sales presentations to convey product benefits.
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Implemented marketing strategies and techniques, increasing revenue and customer satisfaction.
- Exceeded corporate quotas for monthly policy sales.
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
- Folded and arranged merchandise in attractive displays to drive sales.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Actively engaged customers to provide general assistance and information on store merchandise.
- Tracked down hard-to-find merchandise at diverse locations.
- Refunded payments for returned items, processed exchanges and offered store credit to achieve customer satisfaction.
- Greeted customers, helped locate merchandise and suggested suitable options.
- Answered questions about store policies and addressed customer concerns.
- Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
- Helped customers complete purchases, locate items and join reward programs.
- Approached each problem with fresh mind and analytical strategies to quickly resolve concerns.
- Helped customers manage large purchases by collecting items from shelves and storage locations.
- Used POS system to process sales, returns, online orders and gift card activations.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Contributed to design and setup of merchandise displays promoting key products, creating aesthetically pleasing arrangements to attract customer attention.
- Checked pricing, scanned items, applied discounts and printed receipts to ring up customers.
- Displayed merchandise by arranging in appealing ways to boost sales.
- Balanced and organized cash register by handling cash, counting change and storing coupons.
- Worked closely with shift manager to solve problems and handle customer concerns.
Retail Sales Representative
Charming Charlie
Springfield, VA
12.2017 - 03.2018
- Increased sales by offering advice on purchases and promoting additional products.
- Helped customers complete purchases, locate items and join reward programs.
- Remained informed and updated on current promotions and sales, security protocols, exchange policies and payment policies.
- Coordinated restocking of sales floor with current merchandise and accurate signage for current promotions.
- Issued receipts and processed refunds, credits or exchanges.
- Approached browsing customers to initiate conversations to determine buying preferences.
- Assisted customers by answering questions and fulfilling requests.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Answered questions about store policies and addressed customer concerns.
- Managed promotional in-store signage and displays and re-stocked merchandise from returns or dressing rooms.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
- Assisted customers with locating and choosing merchandise in store departments.
- Welcomed customers and provided assistance in locating and purchasing products.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
Staff Associate
Erickson Senior Living
Springfield, VA
08.2014 - 10.2016
- Greeted guests in with friendliness and professionalism.
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
- Assisted manager in all aspects of business operations.
- Recorded accurate food and beverage orders and input into POS system (Register).
- Assisted manager with activities for senior care patients in adult care setting.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Communicated effectively with kitchen staff regarding customer allergies, dietary needs and other special requests.
- Calculated charges, issued bills and collected payments.
- Handles resident and guest complaints in positive and professional manner, efficiently resolving service and quality concerns.
- Monitored and maintained cleanliness, sanitation, and organization of assigned station and service areas.
- Adhered to quality expectations and standards.
Education
Bachelor of Arts - Finance
Strayer University
Online Course01.2019
Associate of Arts - Accounting And Finance
Northern Virginia Community College
Woodbridge, VA10.2018
Nursing - Nursing Education
Plum Center For Lifelong Learning
Springfield, VA08.2018
High School Diploma -
Robert E Lee High School
Springfield, VA06.2018
Skills
- Loan Processing Coordination
- Customer Relations
- Loan File Maintenance
- Application and Loan File Review
- Financial, Cash Handling and Accounting
- Process Improvement
- Analytical and Critical Thinking
- Multitasking and Prioritization
- Documentation, Recordkeeping and Database Management
- Decision Making
- Sound Judgment
- Terms Definition
- Remote Video Conferencing
- 10-Key Typing
- Microsoft Office
Timeline
Mortgage Loan Originator II
Navy Federal Credit Union
02.2021 - Current
Community Banking Branch Banker II
Branch Banking & Trust And SunTrust (Merger)
08.2019 - 02.2021
Retail Consultant
Sprint
04.2019 - 07.2019
Real Estate Personal Assistant/Internship Student
NOVA Real Partners, LLC
08.2018 - 08.2019
Outlet Team Professional/Sales Representative
Bloomingdales
08.2018 - 03.2019
Retail Sales Representative
Charming Charlie
12.2017 - 03.2018
Staff Associate
Erickson Senior Living
08.2014 - 10.2016
Bachelor of Arts - Finance
Strayer University
Associate of Arts - Accounting And Finance
Northern Virginia Community College
Nursing - Nursing Education
Plum Center For Lifelong Learning
High School Diploma -
Robert E Lee High School