A dynamic, diversified, high-caliber business professional is seeking a position in the financial industry that will fully utilize 25 years of in depth experience in Banking, Asset Based lending, loan operations and auditing. Comprehensive knowledge of, and expertise in banking polices and procedures.
Overview
19
19
years of professional experience
Work History
Administrative Specialist/Office Manager
City National Bank
04.2020 - 09.2023
Streamlined office processes by implementing efficient document management and filing systems.
Enhanced team productivity by providing administrative support and coordinating daily operations.
Maintained a professional work environment by establishing clear office policies and procedures.
Safeguarded sensitive information through the proper handling of confidential documents and secure storage methods.
Provided exceptional reception services such as answering phone calls professionally, directing them appropriately while maintaining visitor logs.
Delivered top-notch administrative support to office staff, promoting excellence in office operations.
Sorted, opened, and routed incoming correspondence and deliveries to help senior leaders respond quickly to business and customer requirements.
Office Administrative Assistant
Huskins-Harris Business Management
03.2019 - 03.2020
Responded to inquiries from callers seeking information.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Assisted development and implementation of new administrative procedures.
Developed strategies to streamline and improve office procedures.
Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
Managed portfolio of assigned clients'' accounts, monitoring deadlines, payments, refunds, and other critical aspects of their financial health.
Private Wealth Management
SunTrust Banks, Inc. NYSE: STI
02.2005 - 02.2019
Support liaison for client advisors for the Suntrust Sports and Entertainment Branch
Processed commercial and consumer loans
Processed wire transfers
Developed and maintained strong relationships with clients to maximize satisfaction.
Opened new accounts, cross sold products, processed advances and payments on loans.
On a daily basis handled all requests for country music clients.
Participated in weekly team meetings to discuss market trends, industry news, and individual client needs.
Gained proficiency in various financial tools and software for efficient data analysis and report generation.
Conducted comprehensive financial analyses to identify potential investment opportunities.
Education
Bachelor of Science - Education
Tennessee State University
Nashville, TN
Skills
Document Management
Loan Processing
Loan Approvals
Business Relationship Management
Wealth Management
Billing Oversight
Customer Relations
Client Services
Investor Relations
Private Banking
Timeline
Administrative Specialist/Office Manager
City National Bank
04.2020 - 09.2023
Office Administrative Assistant
Huskins-Harris Business Management
03.2019 - 03.2020
Private Wealth Management
SunTrust Banks, Inc. NYSE: STI
02.2005 - 02.2019
Bachelor of Science - Education
Tennessee State University
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