Hailey Duffy
Lehi,UT
Summary
Organized Executive Assistant experienced in managing high-value portfolios and coordinating financial transactions. Expertise in operations, timeline management, and client communication. Background in Interior Design and Sales from Weber State University with strong interest in high-end residential interiors and project coordination.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Private Banking Executive Assistant
Zions Bank
Draper, UT
08.2023 - Current
- Supported two large high-net-worth client portfolios by coordinating personalized services and fostering client relationships.
- Coordinate complex financial transactions including wire transfers, loan servicing, account maintenance, and documentation processing.
- Managed time-sensitive requests with emphasis on accuracy and confidentiality to uphold client trust and satisfaction.
- Track financial details, documentation requirements, and deadlines to ensure seamless execution.
- Liaised between clients and internal departments to enhance communication and promptly resolve issues.
- Organized records and upheld compliance with established standards.
Senior Loan Closer/Account Manager
Zions Bank
Salt Lake City, UT
04.2023 - 08.2023
- Managed multiple real estate and construction loan files, coordinating efforts among brokers, underwriters, attorneys, and clients to streamline closing processes.
- Oversaw preparation and organization of loan documents, ensuring accurate and timely delivery for funding.
- Ensured accuracy across contracts, budgets, and legal documentation prior to funding.
- Created and tracked closing checklists to ensure timely project completion.
- Coordinated third-party services, including appraisals, inspections, and title work, to facilitate seamless loan closings.
Fraud Analyst
LendingClub
Lehi, UT
01.2020 - 03.2023
- Conducted detailed financial reviews and documentation analysis to identify fraudulent activities.
- Evaluated risk and verified supporting documentation.
- Maintained organized case files and tracked investigation timelines to ensure thorough follow-up on cases.
- Communicated findings clearly across departments.
Education
Some College (No Degree) - Sales & Interior Design
Weber State University
UtahSkills
- Client management
- Project Coordination
- Contract Processing
- Documentation
- Timeline Management
- Microsoft Office Suite
- Cross-Team Collaboration
- Email management
- Phone etiquette
- Customer service
- Attention to detail
- Self-starter
Certification
Certified Notary Public
Timeline
Private Banking Executive Assistant
Zions Bank
08.2023 - Current
Senior Loan Closer/Account Manager
Zions Bank
04.2023 - 08.2023
Fraud Analyst
LendingClub
01.2020 - 03.2023
Some College (No Degree) - Sales & Interior Design
Weber State University