Kimberly Anderson
Wellford,USA
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
12
12
years of professional experience
Work History
Senior Banker
Bank of America, NA
06.2023 - Current
- Assist clients in building relationships with the bank
- Assist clients in opening lines of credit
- Maintain customer accounts and help resolve disputes
- Refer customers to loan officers or other financial specialists
- Resolve debit and credit issues
- Complete basic data-entry and administrative duties
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Use banking software to help clients make financial decisions
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Mortgage Loan Closer/Funder
Truist Financial
09.2019 - 07.2021
- Preparing and reviewing loan closing packages and paperwork
- Ensuring the accuracy and completeness of all required documents
- Managing and resolving any concerns, problems, and documentation issues
- Acting as an intermediary between all parties involved in mortgage loan transactions
- Ensuring closing details comply with state and federal regulations
- Coordinating mortgage closing proceedings
- Maintaining accurate closing schedules
Sales Representative
Verizon Wireless
04.2017 - 11.2018
- Actively listen to customers and provide them with solutions for each situation
- Ensure each customer informed and excited about new products to enhance their lives
- Build genuine customer relationships with follow ups and promotional information communication through text, phone calls, and emails
- Using sales technique and product information to generate sales
- Use passion for Verizon and for modern technology to generate sales
Consumer Loan Sales and Service Rep Banking Specialist II
TD Bank
01.2013 - 05.2017
- Obtain a NMLS License-Current and Active Provide excellent customer service while providing fast and accurate information regarding personal secure/unsecure loan, Home Equity Lines of Credit, and Mortgages while taking payments while reviewing the account to ensure our customer is giving knowledge about each product offered to them
- Set up wire transfers between the US and Canada Open new accounts for Cross Border Banking customers
- Submit consumer loan applications
- Provide a strong and lasting Customer relationship through the Call center environment by providing quality customer service and sales in an efficient and highly professional manner
- Achieves a high level of success by understanding Customer needs and identifying opportunities to grow the business
Education
Associate of Science -
Spartanburg Community College
Spartanburg, SC06-2026
Skills
- Derivatives trading
- Credit assessment
- Analyzing data
- Banking solutions
- De-escalating conflicts
- Satisfactory branch ratings
- ATM balancing
- Developing work schedules
- Money auditing
- Banking relationship management
Timeline
Senior Banker
Bank of America, NA
06.2023 - Current
Mortgage Loan Closer/Funder
Truist Financial
09.2019 - 07.2021
Sales Representative
Verizon Wireless
04.2017 - 11.2018
Consumer Loan Sales and Service Rep Banking Specialist II
TD Bank
01.2013 - 05.2017
Associate of Science -
Spartanburg Community College
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