Kasib Habeel
Phoenix,AZ
Summary
- Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Organized Office Manager with demonstrated expertise in financial and operational leadership. Multidisciplinary managerial skills in process, procedure and policy improvement initiatives. Accomplished in optimizing productivity and quality of service.
Overview
8
8
years of professional experience
Work History
Administrative Office Manager
Power Recovery
01.2022 - 06.2024
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Planned and executed company events such as year-end holiday party, meetings and staff mixers to promote office morale and cohesion.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Completed bi-weekly payroll for 10 employees
Senior Credit Underwriter
Bank of America
01.2019 - 01.2022
- Provide extensive knowledge of credit and/or non-card, unsecured lines of credit lending and policies, as well as all business related systems. Possesses the highest level of non-management credit approval authority and typically handles higher risk or more complex credit applications.
- Ability to work through high paced complex loan applications with sound and accurate judgment to ensure positive client experience
- Proven results; Regularly exceed goals with accurate credit decisions and efficiency metrics and was picked to work in a task force in helping process small business loans (PPP).
Team Leader
Bank of America
12.2017 - 12.2019
- Ensure overall positive attitudes for associates and closely work with manager to implement associate feedback in a timely manner
- In charge of coaching team members in regards to meeting success metrics; Average Handle Time, Quality screening, Overall customer satisfaction (Client Surveys of 90% or higher)
- Weekly meetings with team members to submit their best client survey to receive Site Leader recognition.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
Preferred Relationship Specialist
Bank of America
07.2017
- Provide world class personalized service and support for high valued Preferred clients relationships; Deposits, Online Banking and Credit card inquiries
- Proven results; Regularly exceed goals within customer service and efficiency metrics and recognized for being a Top 20% associate in all of Preferred assignment
- Strong ability to take feedback and coaching opportunities with quick implementation
- Ability to work through complex issues ensuring positive client experience and one call resolution while understanding and applying financial products and solutions in order to fulfill relevant relationship deepening opportunities into calls with accuracy.
Team Leader
In N Out
05.2016 - 07.2017
- Worked closely with customers to ensure that questions or orders were handled correctly and efficiently to maintain customer satisfaction in a fast paced environment
- Directly worked with third party affiliates to communicate daily production goals to be met in order to stay within personal inventory management goals
- Used time management skills to ensure schedule accordance of all direct team members to maximize production.
Education
General Studies -
Mesa Community College
Mesa, AZ05.2018
High School Diploma -
Red Mountain High School
Mesa, AZ07.2017
Skills
- Software: Microsoft Office: Word, Excel, PowerPoint, and Outlook
- Cash handling
- Analytical underwriting
- Proven success in all varieties of customer service; In-person, excellent phone service, written communications
- Documentation Review
- Cash Flow analysis
- Effective Communication
Timeline
Administrative Office Manager
Power Recovery
01.2022 - 06.2024
Senior Credit Underwriter
Bank of America
01.2019 - 01.2022
Team Leader
Bank of America
12.2017 - 12.2019
Preferred Relationship Specialist
Bank of America
07.2017
Team Leader
In N Out
05.2016 - 07.2017
General Studies -
Mesa Community College
High School Diploma -
Red Mountain High School
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