Forward thinking, detail-oriented and personable with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy and professionalism.
Overview
10
10
years of professional experience
Work History
Loan Processor
Secured Investment Lending
06.2014 - 08.2017
Collaborated with other departments including sales, underwriting, and accounting for seamless coordination of the entire loan cycle process.
Cultivated relationships with current and prospective clients in order to foster retention and enhance the customer experience.
Assisted clients in understanding complex financial documents required for successful completion of loan applications.
Analyzed credit reports to determine eligibility of applicants and capacity for loan products.
Reviewed loan files for completeness; identified missing documentation and generated condition lists for applicants.
Lead Vault Teller
Regions Bank
07.2012 - 05.2014
Established relationships with clients, promoting trust and confidence in the bank's ability and priority to securely handle their financial transactions.
Executed complex transactions in accordance with federal regulations pertaining to cash handling practices.
Performed strict vault protocols to facilitate opening and closing operations while maintaining compliance.
Mitigated loss by training and mentored junior tellers on operational best practices, ensuring accurate cash counting and secure storage.
Shift Manager/Key Holder
CVS Pharmacy
01.2009 - 06.2012
Accurately performed opening and closing procedures in accordance with company protocol.
Trained new employees on company policies, procedures, and job-specific tasks to ensure their success in the role.
Oversaw cash handling procedures, maintaining accurate records and preventing discrepancies.
Managed merchandising and inventory, ensuring adequate stock levels to accommodate customer demand and optimize sales potential
Office Manager
Phoenix Fire Protection
08.2007 - 08.2008
Provided comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.
Assisted in the evaluation of inventory levels and purchasing of materials necessary to accommodate production crews.
Delivered exceptional customer service when addressing client inquiries or concerns via phone call or email correspondence.
Performed basic accounting activities using QuickBooks.
Education
High School Diploma -
Homeschool
Mechanicsville, MD
05.2007
Skills
Meticulous Data Entry
Teamwork and Collaboration
Excellent Customer Service Demeanor
Attention to Detail
Application Preparation
Exceptional Communicator
Additional Information
Parent Advocate/Volunteer
Masters Academy of Vero Beach
August 2022- Present
Provide support and guidance to the families of current and incoming students.
Assist with student special events, field trips, and School Memos.
Timeline
Loan Processor
Secured Investment Lending
06.2014 - 08.2017
Lead Vault Teller
Regions Bank
07.2012 - 05.2014
Shift Manager/Key Holder
CVS Pharmacy
01.2009 - 06.2012
Office Manager
Phoenix Fire Protection
08.2007 - 08.2008
High School Diploma -
Homeschool
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