Mary Joy L. Nora
Chandler,Arizona
Summary
Client-focused and detail-oriented professional with extensive experience in financial services, specializing in client relationship management, compliance, and financial documentation. Proven ability to manage pipelines, support financial processes, and proactively solve client needs, enhancing client satisfaction and retention. Skilled in identifying opportunities to deepen client relationships, aiming to expand expertise in investment advisory and financial solutions.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Lending Client Associate
Bank of America
Chandler, AZ
03.2022 - Current
- Drives Client Experience by conducting client outreach, gathering essential loan documentation, and facilitating a smooth application process, ensuring high client engagement and satisfaction through consistent communication.
- Manages Loan Pipeline by monitoring loan stages, addressing documentation needs, and coordinating with lending specialists, maintaining timely loan processing and resolving escalated cases as necessary.
- Ensures Regulatory Compliance by assisting with document quality assessments, monitoring loan conditions, and following up on fee collection, adhering to federal and internal regulatory standards.
- Supports Team Development by training new hires, providing insights on lending processes, and guiding proficiency with financial systems, contributing to team productivity and effectiveness.
Cage Shift Supervisor
Casino Arizona and Talking Stick Resort
Scottsdale, AZ
07.2012 - 07.2021
- Supervises cashiers, oversees transaction accuracy, and ensures compliance with financial regulations, consistently maintaining high customer satisfaction and operational integrity.
Personal Banker & Teller
Plantersbank
Sto. Tomas, Philippines
05.2007 - 09.2011
- Delivered client-focused financial services, handling various banking transactions, cross-selling products, and building client trust through personalized support
Education
Bachelor of Science - Commerce, Major in Business Management
De La Salle University
Lipa, Philippines01.2004
Skills
- Client Solutions Advisory
- Needs Analysis
- Relationship Building
- Client Experience Branding
- Financial Needs Assessment
- Referral Identification
- Critical Thinking
- Organization
- Active Listening
- Proficiency in CRM Systems
- MS Office Suite
- Financial Platforms
Certification
Prepared to pursue Securities Industry Essentials (SIE), Series 7, and Series 66 licenses for a long-term career in financial services.
Timeline
Lending Client Associate
Bank of America
03.2022 - Current
Cage Shift Supervisor
Casino Arizona and Talking Stick Resort
07.2012 - 07.2021
Personal Banker & Teller
Plantersbank
05.2007 - 09.2011
Bachelor of Science - Commerce, Major in Business Management
De La Salle University
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