Summary
Overview
Work History
Education
Skills
Timeline
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Kimberley Harrison-Ortiz

Corpus Christi,TX

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

33
33
years of professional experience

Work History

Associate Relationship Manager 1

Frost
Corpus Christi, TX
07.2020 - Current
  • Responsible for assembling the Relationship Development (RDP) on new extensions of credit.
  • Develop loan packages and make recommendations by analyzing size, structure, and conducting approval assessments.
  • Follow up with customers to facilitate completion of the RDP.
  • Review 90-day maturing list, monitor status of team loan portfolio, and review and monitor loan system for the team to help ensure compliance.
  • Make customer calls and visit prospects as requested.

Relationship Administrative Specialist

Frost & Sullivan
Corpus Christi, TX
01.1997 - 01.1999
  • Collaborated with commercial lending teams to support portfolio management and business development activities.
  • Compiled various administration reports such as Past Dues, Significant Balances, and Risk Grades to facilitate the continual monitoring of loans.
  • Facilitated customer requests such wire transfers, stop payments, and opening of new accounts.
  • Remaining knowledgeable of bank policies and procedures, exercising discretion to assist existing and prospective customers while maintaining confidentiality.

Customer Service Specialist

Frost
San Antonio, TX
01.1994 - 01.1997
  • Responsible for customers' inquiries to troubleshoot their issues and fulfill their request.
  • Partnering with business lines to find the best solution for the customers' banking needs.
  • Managing competing priorities to meet customers' need efficiently and accurately.
  • Working to achieve all-win outcomes.

Teller

Frost & Sullivan
San Antonio, TX
04.1992 - 01.1994
  • Adhered strictly to all security procedures related to handling money at the teller window.
  • Handled large volumes of currency quickly and accurately with minimal errors.
  • Explained account information to customers in detail as needed.
  • Performed daily reconciliation of teller drawer within established limits.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.

Education

Bachelor of Arts - Political Science

The University of Texas At San Antonio
San Antonio, TX
05-1993

Skills

  • Compliance Management
  • Training and mentoring
  • Goal oriented
  • Collaboration
  • Flexibility
  • Portfolio management
  • Credit assessment
  • Effective customer communication
  • Banking
  • Business relationship cultivation
  • Relationship building

Timeline

Associate Relationship Manager 1

Frost
07.2020 - Current

Relationship Administrative Specialist

Frost & Sullivan
01.1997 - 01.1999

Customer Service Specialist

Frost
01.1994 - 01.1997

Teller

Frost & Sullivan
04.1992 - 01.1994

Bachelor of Arts - Political Science

The University of Texas At San Antonio

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Kimberley Harrison-Ortiz