LaTone Allen
BENSALEM,Pennsylvania
Summary
Demonstrated ability to complete tasks accurately despite interruptions and competing demands.
Drive consistent customer and revenue growth with strong networking and prospecting skills. Proven ability to convert leads into customers, keep accounts serviced and maintain competitive sales numbers. Excellent relationship-building, communication and multitasking abilities.
Dedicated Financial Services professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
17
17
years of professional experience
Work History
Senior Relationship Banker
Truist Bank
Bristol, PA
11.2018 - Current
- Boosted branch sales by developing and deepening customer loyalty through incentive programs.
- Assessed expansion plans and presented costs to forecast trends and recommend changes.
- Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
- Submitted loan applications to loan underwriter for verification and recommendation.
- Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Developed prospects for new loans though weekly cold calling.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Worked with clients to address and respond to client and partnership management issues.
- Exceeded goals through effective task prioritization and great work ethic.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
Mortgage Loan Officer
Citizens Bank
Philadelphia, PA
06.2016 - 10.2018
- Complied applications and paperwork and double-checked for accuracy.
- Developed and maintained relationships with local real estate agents.
- Submitted applications to credit analysts.
- Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
Relationship Manager
Bank Of America Corp
Philadelphia, PA
01.2013 - 06.2017
- Offered clients personalized options to answer a wide range of needs.
- Generated new leads through various prospecting methods, which presented opportunities to sell services and build a larger client base.
- Provided regular communication updates to clients and diligently understood needs in order to propose solutions and leverage cross-selling opportunities.
- Acted with minimal direction in self-directed capacities to resolve issues and implement strategies.
- Worked hard and went further than required to satisfy customers and promote the business.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Provided information on technology resources that clients could use to find solutions to improve financial well-being.
- Developed and implemented improved organizational tools for the entire organization.
- Maximized and maintained client satisfaction in all aspects of credit management.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Worked with [Name] and [Name] departments to facilitate communication and deliver personalized solutions to customers.
Admissions Representative
Everest Global Inc.
Bensalem, PA
01.2011 - 01.2013
- Presented information session speeches to explain perks, benefits and details about enrolling.
- Thoroughly reviewed admissions applications and evaluated credentials to approve students for enrollment.
- Advised students throughout admissions process and assisted with questions or concerns about completing and submitting specific forms and documents.
- Strategized and implemented methods for streamlining processes, controlling costs and modernizing operations.
- Maintained institutional solvency with current, accurate and fully compliant financial records.
- Improved student educational plans by advising on course selection, progress plans and career decisions.
- Supported students through admissions process by answering questions and assisting with forms.
- Reviewed admissions applications to check students' eligibility for acceptance.
Sailor
United States Navy
San Diego, CA
04.1990 - 04.1994
- Wrote daily vessel reports and updated logs, detailing any issues and remediation efforts.
- Cleaned, maintained and mended ship decks and assessed areas requiring major damage repair.
- Provided effective demonstrations of alarm systems so that customers understood how to use each feature.
- Monitored multiple databases to keep track of all company inventory.
- Trained radioman and communication on USS Kitty Hawk which improved overall productivity and efficiency.
- Assisted vessel leadership in developing drills and procedures for on-board emergencies and implementing training procedures for crew members.
- Inspected and tested fire fighting and lifesaving equipment stored on vessels.
Education
Bachelor of Science - Business Administration
Philadelphia University
Philadelphia, PA2017
Skills
- Time management skills
- Strategies and goals
- Relationship Building
- Persuasive communication expertise
- Team Leadership
- Competitive product reviews
- Influenza expert
- Excellent communication skills
- Business Development
- Internet savvy
- Goal-oriented
- Compliance requirements
- Customer relationships
- Salesmanship
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt
Timeline
Senior Relationship Banker
Truist Bank
11.2018 - Current
Mortgage Loan Officer
Citizens Bank
06.2016 - 10.2018
Relationship Manager
Bank Of America Corp
01.2013 - 06.2017
Admissions Representative
Everest Global Inc.
01.2011 - 01.2013
Sailor
United States Navy
04.1990 - 04.1994
Bachelor of Science - Business Administration
Philadelphia University
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