Talented Employee with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
Work History
Associate Banker
JPMorgan Chase
07.2023 - Current
Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
Fostered a positive work environment by actively contributing to team meetings sharing ideas on improving operational efficiency.
Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
Senior Relationship Banker
Truist Bank
05.2022 - 06.2023
Continuously monitored economic news sources affecting industries served by our clientele allowing us tailor our recommendations accordingly.
Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.
Managing Broker Associate
Commonwealth RE Professionals
12.2015 - 03.2022
Implemented innovative marketing strategies to attract prospective buyers and sellers, resulting in increased market share.
Established a reputable brand presence within the community through exceptional customer service delivery and active participation in local events.
Facilitated seamless transaction processes, coordinating with mortgage brokers, attorneys, inspectors, and other key stakeholders.
Enhanced client satisfaction by delivering personalized and timely services throughout the buying and selling process.
Monitored local real estate trends, adjusting sales tactics accordingly for continued success in a competitive market.
Handled complex real estate transactions with professionalism, resolving disputes amicably to maintain positive working relationships among all parties involved.
Advised clients on financing options available for various types of properties based on their financial situations.