Quality-oriented professional with 9.5+ years of experience and a proven knowledge of risk management, credit analysis, and secured lending. Aiming to leverage my skills to successfully fill the current position at your company.
Overview
15
15
years of professional experience
Work History
Associate Banker
Chase Bank
02.2024 - 09.2025
Opened, closed, and updated accounts for customers.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Balanced teller drawers and ATM cash.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Banker
Regions Bank
02.2020 - 11.2023
Analyze financial information obtained from clients to determine bank products that meet clients’ financial objectives.
Answer clients’ questions about the purposes and details of financial plans and strategies.
Review clients’ accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for adjustments or changes to products offered.
Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
Performed appropriate account maintenance.
Completed verification process.
Customer Consultant
WE Energies
01.2017 - 01.2020
Open/Closed accounts Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Check to ensure that appropriate changes were made to resolve customers’ problems.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Refer unresolved customer grievances to designated departments for further investigation.
Resolve customers’ service or billing complaints by performing activities such as refunding money, or adjusting bills.
Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
Fraud Support Associate
FIS Global
06.2013 - 12.2016
Advise businesses or agencies on ways to improve fraud detection.
Create and maintain logs, records, or databases of information about fraudulent activity.
Analyze financial data to detect irregularities in areas such as billing trends, financial relationships, and regulatory compliance procedures.
Maintain knowledge of current events and trends in such areas as money laundering and criminal tools and techniques.
Discontinued/Issued credit cards.
Extensive customer contact and interactions with financial institutions.
Assistant Loan Officer
Wells Fargo
03.2011 - 05.2013
Analyze applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans.
Obtain and compile copies of loan applicants’ credit histories, corporate financial statements, and other financial information.
Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
Review and update credit and loan files.
Submit applications to credit analysts for verification and recommendation.
Market bank products to individuals and firms, promoting bank services that may meet customers’ needs.
Education
Associate - Applied Science(A.A.S.), Business Administration-Finance
DeVry University
Chicago, IL
Skills
Communication and negotiation
Delegation and time management
Problem solving
Organizational Skills
Ability to multi-task
Banking regulations
Cash oversight
Opening accounts
Customer service
Currency exchanges
Check cashing and withdrawals
Opening and closing procedures
Timeline
Associate Banker
Chase Bank
02.2024 - 09.2025
Banker
Regions Bank
02.2020 - 11.2023
Customer Consultant
WE Energies
01.2017 - 01.2020
Fraud Support Associate
FIS Global
06.2013 - 12.2016
Assistant Loan Officer
Wells Fargo
03.2011 - 05.2013
Associate - Applied Science(A.A.S.), Business Administration-Finance