Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Volunteer Experience
Timeline
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Jennifer J. Edwards MBA

Rex,GA

Summary

Experienced and success-oriented Banking, Finance and Business professional. Proficient in handling finance related duties utilizing state-of-the-art techniques in managing finance, operations, consulting, marketing and developing innovative processes to maximize business profitability and reduce costs.

Overview

7
7
years of professional experience

Work History

Senior Relationship Banker

SunTrust Now Truist
Tucker, GA
03.2019 - Current
  • Successfully develop, deepen, and expand new and existing client relations by utilizing financial solutions.
  • Demonstrate and exercise knowledge of risk management and loss prevention.
  • Accurately and efficiently provide services in Cash Handling, Risk Mitigation, Client Authentication, Deposits, Withdrawals, Payments, Internal Transfers, Domestic and International Wire Transfers, Home Equity Line of Credit, Business and Personal Checking Accounts, Savings Accounts, Credit Cards, Certificates of Deposits and IRA.
  • Categorize and make appropriate referrals to other LOB (Line of Business).
  • Managed and performed quarterly goals to achieve 100% - 125% of branch sales goals.

Call Center Loan Prep & Fulfillment Teammate

SunTrust Now Truist - SBA PPP/ Payment Protection
Decatur, GA
02.2020 - 04.2021
  • Answered and documented 25 - 50 incoming calls per day for Small Business Owners applying for Coronavirus Aid, Relief and Economic Security (CARES) Act that allocated $350 billion to help small businesses with payroll and operating expenses.
  • Retrieved active loans applications from SBA central loan data base containing millions of loan files.
  • Confirmed all applicant's Tax Identification Number and Know Your Client credentials.
  • Crossed referenced SBA client information with SunTrust Now Truist Small Business Owners.
  • Certified status of all SunTrust Now Truist business and personal checking accounts for ACH Funding from SBA PPP CARES $350 billion.

Field Study Consultant

Kiran Analytics, A Verint Company
San Diego, CA
08.2016 - 03.2019
  • Conducted 10-15 field studies in retail bank branches, call centers and internal operations.
  • Collected thousand of data statistics employed in Advance Analytics, Workforce Optimization, Process Improvement, and Retail Banking Transformation.
  • Facilitated banking center weekly meeting to discuss purpose of field study.
  • Utilized Excel, Email, Internal and other Microsoft programs to submit data.
  • Applied leadership and managerial skills through-out project observation.
  • Carried out day-day-day duties accurately and efficiently
  • Worked closely with Project Manager to maintain optimum levels of communication to effectively and efficiently complete projects

Education

MBA - Business Administration

University of Phoenix
Tempe, AZ
10.2016

Skills

  • Marketing
  • Microsoft Office
  • Business Development
  • Volunteer Coordinator
  • Budgeting
  • Financial/Internal Audits
  • Account Reconciliation
  • Account Payable
  • Strong Leadership Skills
  • Operational Improvements
  • Accounts Payable
  • Program Management

Accomplishments

  • Notary Public
  • Received a Letter of Recognition from Bank of America Office of the CEO/President Ken Lewis
  • Received monetary rewards for outstanding Teamwork
  • Volunteer Coordinator for Bank of America Riverdale Banking Center
  • Liaison Coordinator for Team Donations Collection for The American Heart Association
  • Selected as the Associate Spirit Champion

Affiliations

  • Member of the University of Phoenix Alumni Association
  • Member of the Georgia State University Alumni Association
  • Member of the National Black MBA Association
  • Member of woods Memorial Baptist Church

Volunteer Experience

  • Atlanta Botanical Gardens
  • Hands on Atlanta
  • Atlanta Habitat for Humanity
  • Bank of America Volunteer Network Member
  • Bank of America Riverdale Banking Center Volunteer Coordinator for Riverdale Town Center Culture Affairs & Leisure Services
  • GA Piedmont Technical College's Banking and Finance Advisory Board Member

Timeline

Call Center Loan Prep & Fulfillment Teammate

SunTrust Now Truist - SBA PPP/ Payment Protection
02.2020 - 04.2021

Senior Relationship Banker

SunTrust Now Truist
03.2019 - Current

Field Study Consultant

Kiran Analytics, A Verint Company
08.2016 - 03.2019

MBA - Business Administration

University of Phoenix

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Jennifer J. Edwards MBA