Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

Gillian Starkey

Oklahoma City

Summary

I’m a motivated finance professional with a background in credit analysis, portfolio management, and client service. I’m known for learning quickly, adapting to new challenges, and bringing a strong work ethic to everything I do. I’m focused on building a long-term career in the finance industry and continuing to grow my skills and help companies succeed.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Client Service Manager

Forge Financial Services
01.2025 - Current
  • Serve as the primary point of contact for clients, delivering exceptional service and ensuring their financial needs and goals are met promptly and accurately.
  • Utilize securities licensing to offer basic financial guidance and support advisors in tailoring solutions aligned with clients’ goals and risk tolerance.
  • Oversee account onboarding, transfers, and maintenance processes while ensuring accuracy, compliance, and a seamless client experience.

Commercial Credit Analyst

Bank7
09.2023 - 12.2024
  • Analyzed financial statements, cash flow, and creditworthiness of commercial borrowers to support sound lending decisions.
  • Prepared detailed credit memos and underwriting reports for loan approvals, renewals, and modifications across multiple industries.
  • Managed and maintained a comprehensive hospitality portfolio spreadsheet, tracking performance metrics, risk exposure, and loan status for senior leadership.

Loan Servicing Specialist

Bank7
08.2022 - 09.2023
  • Supported the servicing and administration of the bank’s commercial loan portfolio, ensuring accurate documentation, payments, and compliance with loan terms.
  • Helped manage and maintain the syndicate loan portfolio, coordinating with participating banks and internal teams to track balances, payments, and reporting requirements.
  • Processed loan advances, paydowns, renewals, and modifications while maintaining accuracy and adherence to internal controls.
  • Monitored loan performance and communicated with relationship managers and clients to resolve servicing issues promptly.

Personal Banker

Bank7
03.2022 - 08.2022
  • Assisted clients with account opening, closing, and maintenance procedures.
  • Managed daily transactions while maintaining accuracy in cash handling procedures.
  • Resolved customer inquiries and issues promptly, improving overall service quality.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.

Education

MBA - Focus in Finance

University of Central Oklahoma
Edmond, OK
12-2025

BBA - Business

University of Central Oklahoma
Edmond, OK
12-2023

Skills

  • Credit analysis
  • Financial statement review
  • Cash flow analysis
  • Portfolio management
  • Risk assessment
  • Excel & financial modeling
  • Performance tracking
  • Process improvement
  • Fast learner
  • Driven and goal-oriented
  • Strong problem-solving skills
  • Detail-oriented and organized

Certification

  • FINRA Securities Industry Essentials (SIE) – July 2025
  • FINRA Series 7 – General Securities Representative – September 2025
  • FINRA Series 66 – Expected November 2025

Interests

  • I participate in various sports activities for physical activity, camaraderie, and personal growth
  • Learning new cooking techniques and expanding my culinary skills
  • Adventure Travel
  • Hiking

Timeline

Client Service Manager

Forge Financial Services
01.2025 - Current

Commercial Credit Analyst

Bank7
09.2023 - 12.2024

Loan Servicing Specialist

Bank7
08.2022 - 09.2023

Personal Banker

Bank7
03.2022 - 08.2022

MBA - Focus in Finance

University of Central Oklahoma

BBA - Business

University of Central Oklahoma

Similar Profiles

CREATE PROFILE