FAREEHA KHALEEL
Astoria,NY
Summary
Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Junior Credit Underwriter
Bank Of America
05.2022 - Current
- Verifying conditions of approval which may include customer income and assets documentation.
- Handled and cleared any conditions sent from underwriting departments.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- verified client income, credit reports, and other information before approval.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Conducted due diligence on potential investments and presented findings to investors.
Relationship Banker
JPMorgan Chase
08.2020 - 05.2022
- Increased deposits, loans, and investments by cultivating relationships with clients.Retained and deepened relationships by actively managing clients via the phone or in person.Partnered with Lending Advisors to help clients with Mortgages, Home Equity Lines, and Refinancing.Proven sales success, including prospecting, profiling, overcoming objections, and closing sales.Generated business from internal and external referrals.
Personal Banker
JPMorgan Chase
07.2017 - 08.2020
- Worked with management to strategize sales techniques to increase branch production.Presented new and additional products and services to existing customers.Reached out to clients and proactively met face-to-face and over the phone daily.Deepened relationships by partnering with Advisors, Business Specialists, and Loan officers.
Senior Customer Service Representative
TD Bank
06.2014 - 09.2016
- Engaged clients in person and over the phone to answer questions and address complaints.Followed up with customers regularly via phone and email.Identified needs and referred to banking partners.Leveraged consistent, successful strategies to meet and exceed performance goals.Assisted customers with setting up or closing accounts.
Customer Service Representative
TD Bank
08.2011 - 06.2014
- Responsible for opening and updating new and current personal and business accountsRecommended such as mortgages, personal and business loans, and credit cardsExpanded client base by promoting new financial products.Handled complex customer complaints and questions professionally.Answered and processed incoming calls, e-mails, and correspondence professionally and promptly.
Education
Bachelor of Arts - Psychology/Education
Queens College
Skills
- Application Preparation
- Financial Document Review
- Loan Evaluations
- Application Review
- File Management
- Document Management
- Information Verification
- Risk Assessment
- Credit Analysis
Certification
- Series 6
- Series 63
- Life and Health Insurance License
- NMLS Certified
Timeline
Junior Credit Underwriter
Bank Of America
05.2022 - Current
Relationship Banker
JPMorgan Chase
08.2020 - 05.2022
Personal Banker
JPMorgan Chase
07.2017 - 08.2020
Senior Customer Service Representative
TD Bank
06.2014 - 09.2016
Customer Service Representative
TD Bank
08.2011 - 06.2014
Bachelor of Arts - Psychology/Education
Queens College
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