Summary
Overview
Work History
Education
Skills
Timeline
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Jennifer Thearp

BANKING
Loudon,TN

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Results-oriented banker that uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.

Overview

3
3
years of post-secondary education
8
8
years of professional experience

Work History

Financial Relationship Specialist

REGIONS BANK
SWEETWATER, TENNESSEE
02.2020 - Current
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Answered telephone inquiries on banking products, including checking, savings, loans and lines of credit.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Educated customers on use of banking website and mobile apps.
  • Processed customer transactions promptly, minimizing wait times.
  • Assisted customers with compromised debit cards and issued new credentials.

BRANCH MANAGER

SECURITY FINANCE
Smyrna, TN
12.2015 - 01.2020
  • Maintained friendly and professional customer interactions.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Maintained strict confidentiality of bank records and client information.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Successfully closed average of 50 loans per month.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Negotiated to collect balance in full.
  • Delivered exceptional customer service on all calls while maintaining calm and professional demeanor in challenging circumstances.
  • Processed payments and applied to customer balances.
  • Achieved performance goals on consistent basis.
  • Counseled debtors on payment options and arranged installment agreements.

REHAB TECHNICIAN

Baptist Health Care
LENOIR CITY, TENNESSEE
04.2013 - 12.2015
  • Helped develop care plans for patients with complex needs and assisted patients with using rehabilitation equipment.
  • Communicated back to nurses and therapists regarding patient performance and condition.
  • Transported patients to and from therapy area for assessment and treatment.
  • Provided ADL, functional mobility, ROM and strength therapies under supervising therapist.
  • Performed transfer activities with patients using mechanical lift and point of leverage techniques.
  • Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
  • Cared for clients with diagnoses such as respiratory failure, diabetes, Parkinson's disease and muscular dystrophy.
  • Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
  • Delivered individualized patient care by recording vital signs, documenting observations, administering treatments and evaluating patient needs.

Education

High School Diploma -

LOUDON HIGH SCHOOL
LOUDON
08.2007 - 05.2010

Skills

    Financial services

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Timeline

Financial Relationship Specialist

REGIONS BANK
02.2020 - Current

BRANCH MANAGER

SECURITY FINANCE
12.2015 - 01.2020

REHAB TECHNICIAN

Baptist Health Care
04.2013 - 12.2015

High School Diploma -

LOUDON HIGH SCHOOL
08.2007 - 05.2010

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