Summary
Overview
Work History
Education
Skills
Websites
Additional Information - References
Timeline
Generic

LATEAKA N. BURKS

Sacramento,CA

Summary

Dynamic professional with extensive Financial Services experience excelling in team leadership and loan management. Proven track record in data analysis and customer service, enhancing operational efficiency. Adept at fostering team collaboration while ensuring meticulous recordkeeping and adherence to fiscal reporting standards. Recognized for reliability and integrity in high-pressure environments.

Overview

23
23
years of professional experience

Work History

Front Desk Agent

Hard Hock Hotel & Casino
Wheatland, CA
12.2024 - Current
  • Assisted with check-in and check-out procedures for guests.
  • Greeted, registered and assigned rooms to hotel or motel guests.
  • Answered telephones and greeted visitors to assist, answer questions and direct.
  • Kept records of room availability and guest accounts, manually or using computers. Customer Service, Check in /outs, Room Due outs, Reservation specialist, Bellman Interim.

Exit Counselor

UC Davis
Davis, CA
02.2020 - Current
  • Educate the loan borrower to review their rights, responsibilities and Federal regulations regarding their student loan(s)
  • Exit student accounts when they leave school or drop below half-time enrollment
  • Processed eReturns on student BANNER accounts for Student Accounting
  • Ran RegMatch, ZSRPROM (BANNER), & ZF Hold reports to ensure accurate student account management
  • Returned student email/phone calls concerning their ZF (exit) holds on their accounts

NBBC Team Lead

Wells Fargo & Company
01.2018 - 02.2020
  • Coached & developed new hire bankers, facilitated training classes, interim coaching queue team lead/support
  • Lead training classes in absence of leaders, & generally supported Team Sacramento in interim roles
  • Coach and develop new hires into balanced business bankers while meeting my own daily productivity goals
  • Took escalations for Coaching Queue team and supported leadership during low staffing, relying heavily on the VL
  • Took initiative & responsibility to ensure Sacramento NBBC & Coaching Queue members are focused & on task
  • Managed team via emails on reminders of special events, focuses, occasions, handouts etc
  • Managed my Adherence, Time off, led by example, & conduct myself in a professional and accountable manner

Business Phone Banker II

Wells Fargo & Co
04.2014 - 12.2017
  • NBBC Managed & balanced business, Provided excellent customer service, CEM performance matrix success
  • Service business customers with their deposit credit account, inquiries, concerns, complaints and claims
  • Solve the customerʹs problem and meet CEM metric expectations by following the call flow
  • Managed my time tracker, adherence, and productivity
  • Level 4 Performance recognition

Accounts Receivable Specialist

POS Portal
06.2012 - 03.2013
  • Updated recurring payment orders and daily reports in excel
  • Processed credit checks on new merchant service applicants
  • Managed, created tickets, and credits in recurring payment accounts
  • Collected past due rental/lease payment fees from the merchants directly

Mortgage Loan Processor

Bank of America
08.2011 - 05.2012
  • Managed a pipeline of work to process, review, and decision HELOC/HELOAN applications
  • Analyzed income and pay statements
  • Maintained ever changing contingency documents
  • Held an NMLS safe license
  • Small Business banking portfolio

Team Lead

JP Morgan Chase
11.2005 - 02.2011
  • Managed a team of 12-20 collectors on their productivity, coached and developed to perform efficiently, & assisted supervisor
  • Managed adherence via RTA, attendance reporting, and Q/A via NICE
  • Coached bankers regularly, processed reporting on productivity, answered flags questions/concerns

Business HELOC/LOANS Manager

JP Morgan Chase
02.2009 - 01.2011
  • Managed, decision and managed a queue of Business HELOC/LOANS based on the banks relationship
  • Collect, manage auto finance portfolio via inbound/outbound dialer
  • Reviewed each product for risk management, reached out to the customer pertaining to options & resources
  • Managed a 300 account portfolio of business lines/loans, reviewed pay statements and managed assets processed modifications in needed situations

Auto Finance Collector

JP Morgan Chase
01.2002 - 11.2005
  • Serviced auto finance customers on an automated inbound dialer system
  • Collect, managed, and serviced auto finance accounts ranging from 3-40 days past due
  • Managed my attendance, productivity, and met bonus qualifications and matrix
  • Exceeded expectations on annual reviews, was the first to test new business software systems

Education

Associates - Science

American River College
12.2017

Skills

  • MS Word
  • Excel
  • XP
  • Vista
  • Windows
  • Monthly and Annual Journal Entries
  • Document Recordkeeping
  • Journal Entry Preparation
  • Verbal and Written Communication
  • Flexible and Adaptable
  • Reliability and Integrity Improvement
  • Data Analysis
  • Record Reconciliation
  • Data Entry
  • 10-Key
  • Attention to Detail
  • Fiscal Reporting
  • General Ledger Management
  • Loan and Account Monitoring
  • Call Center Operations
  • Leading Team Meetings
  • Team Building and Leadership
  • Quality Assurance

Additional Information - References

References available upon request

Timeline

Front Desk Agent

Hard Hock Hotel & Casino
12.2024 - Current

Exit Counselor

UC Davis
02.2020 - Current

NBBC Team Lead

Wells Fargo & Company
01.2018 - 02.2020

Business Phone Banker II

Wells Fargo & Co
04.2014 - 12.2017

Accounts Receivable Specialist

POS Portal
06.2012 - 03.2013

Mortgage Loan Processor

Bank of America
08.2011 - 05.2012

Business HELOC/LOANS Manager

JP Morgan Chase
02.2009 - 01.2011

Team Lead

JP Morgan Chase
11.2005 - 02.2011

Auto Finance Collector

JP Morgan Chase
01.2002 - 11.2005

Associates - Science

American River College

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