Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kimberly Salawu

Dow,IL

Summary

Reliable business professional with a strong track record in managing diverse programs. Proven expertise in process improvement and financial anaylsis entry, financial assistance processes, and audits. Experienced leader with a focus on precision and collaboration. Skilled in various administrative tasks, and recruitment. Demonstrates strong organizational abilities, attention to detail, and effective communication skills. Ready to contribute a diverse skill set to enhance team efficiency and support critical initiatives.

Overview

16
16
years of professional experience

Work History

Financial Professional Representative

Charles Schwab
12.2019 - 08.2022
  • Demonstrated ability to adapt swiftly to changes in the dynamic market and business landscape.
  • Inherent eagerness to expand knowledge in finance and a proactive approach to continuous learning.
  • Robust communication, influencing and client engagement skills
  • Genuine passion for delivering exceptional service to clients with a motivation to delve into the intricacies of equity, option, and mutual fund transactions within the securities industry.
  • Proven track record of robust communication, influencing, and client engagement skills.
  • Successful navigation of multiple computer applications, highlighting adeptness in leveraging technology for enhanced productivity.

Account Manager/Collection

Riddle And Williams P.C
09.2015 - 11.2019
  • Proficiently managed delinquent accounts within Homeowner's Association portfolios, ensuring effective resolution and financial stability.
  • Consulted with homeowners, management companies, and Board of Directors to provide comprehensive updates on account statuses, fostering transparent communication.
  • Expertly prepared legal documents, devised payment plans, and managed invoices and accounts receivable, contributing to streamlined financial operations.
  • Played a key role in the onboarding process of new hires, providing valuable assistance to the HR department and ensuring a smooth integration of new team members.

Lead Personal Banker

Woodforest Bank
03.2012 - 09.2015
  • Demonstrated precision in processing a diverse range of customer transactions, including check cashing, in strict adherence to established bank policies and regulatory standards.
  • Skillfully handled deposits, withdrawals, loan payments, cash advances, transfers, and issuance of monetary instruments, ensuring seamless financial operations for clients.
  • Executed essential branch servicing duties, including precise cash and vault balancing, strategic ordering of cash, cards, checks, and other supplies.
  • Meticulously completed logs, reports, audits, and control checks, maintaining a strong commitment to accurate record-keeping and regulatory compliance.


Financial Coordinator

Family Endeavors
07.2006 - 05.2010
  • Took responsibility for accurately entering veteran client information into the Homeless Information System for the DFW region, ensuring comprehensive and organized records.
  • Held the role of an authorized signer on checks, facilitating temporary financial assistance for clients facing homelessness or eviction crises.
  • Conducted monthly audits and generated quality reports for submission to the Veterans Administration, ensuring compliance and accountability.
  • Managed a team of employees, providing guidance and oversight in the accurate and efficient entry of client data.

Education

Associate of Arts - Business Admin/Management/Analytics(in View)

Collin College
Plano, TX
07.2024

Skills

  • Problem Solving
  • Communication Skills
  • Attention to Detail
  • Auditing and Reporting
  • Team Management
  • Team Collaboration
  • Organizational Skills
  • Data Entry
  • Administrative Proficiency
  • Recruitment and Onboarding

Timeline

Financial Professional Representative

Charles Schwab
12.2019 - 08.2022

Account Manager/Collection

Riddle And Williams P.C
09.2015 - 11.2019

Lead Personal Banker

Woodforest Bank
03.2012 - 09.2015

Financial Coordinator

Family Endeavors
07.2006 - 05.2010

Associate of Arts - Business Admin/Management/Analytics(in View)

Collin College
Kimberly Salawu