Meagan Loomis
Glendora,CA
Summary
Detail-oriented Treasury Analyst with almost 20 years of experience. Adept at reviewing account journals and presenting finances in an understandable way. Hands-on, client-oriented banking professional. Dedicated to continuous improvement of modeling and statistical analysis.
Overview
20
20
years of professional experience
Work History
Treasury Sales Associate
JP Morgan
Pasadena, CA
10.2021 - Current
- Collaborate with the Treasury Management Officer on client proposals to identify appropriate solutions, perform cost and benefit analysis, competitive pricing and run profitability models.
- Manage client call preparation by creating Relationship Review material, pitch books, account plans and conducting customer research.
- Coordinate with product partners to develop comprehensive Treasury solutions.
- Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing.
Sales Support Associate
Bank of America
Pasadena, CA
12.2017 - Current
- Served as primary partner and analysis resource for 3 Relationship Managers in the management of their portfolio.
- Acted as the interim Relationship Manager for 3 portfolios (>200 clients) and successfully drove results and relationship deepening.
- Possessed a strong client focus, awareness and understanding of the bank and operational aspects of the products and services used by clients
- Top quartile for sales and Growth Report
Treasury Services Advisor
Bank of America
Brea, CA
08.2015 - 12.2017
- Managed multiple bank systems and displayed the ability to multi task in a high volume call center
- Serviced large commercial clients, including Fortune 500 Companies
- Awarded Associate of the Quarter (3rd quarter 2016 and 1st quarter 2017).
Loan Underwriter
America's Christian Credit Union
Glendora, CA
09.2010 - 06.2012
- Processed start to finish, auto, adoption and personal loans up to 65K
- Lead liaison between Adoption Center Law Network and the credit union
- Cross sold insurance, new accounts and other credit union products and services
- Exceeded monthly goals consistently
- Processed on average 17 loans a month.
Senior Personal Banker
Bank of America
Sierra Madre, CA
09.2009 - 09.2010
- Responsible for offering, selling, and referring financial products and services to both consumer and small business customers
- Booked over $800k in Home Equity Loans in the month of April, 2010.
Wealth Management Banking
Bank of America
Pasadena, CA
04.2005 - 09.2009
- Brought in over 4 million dollars in new money in 3rd quarter
- Consistently top 5% out of over 150 associates
- Call center environment for Bank of America elite client base.
Teller
Bank of America
Glendora, CA
08.2004 - 10.2005
- Number one on team for referring new clients and deepening relationships
- 100% accuracy in balancing teller cash box.
Education
Marketing -
Colorado State University- Global Campus
11-2021
Six Sigma Green Belt -
Villanova University
03-2021
Life and Health Insurance License -
CA Dept. of Insurance
01.2017
Real Estate Principal License -
Allied, Online Education
01.2009
Vocational Esthetician License -
Citrus College
05.2006
Skills
- Data Interpretation
- Portfolio Management
- Cost Evaluation
- Prospecting and Networking
- Critical Thinking
- Price Analysis
- Regulatory Compliance
- Customer Service
- Time management abilities
- Professionalism
- Risk Assessment
- Continuous Improvement
Timeline
Treasury Sales Associate
JP Morgan
10.2021 - Current
Sales Support Associate
Bank of America
12.2017 - Current
Treasury Services Advisor
Bank of America
08.2015 - 12.2017
Loan Underwriter
America's Christian Credit Union
09.2010 - 06.2012
Senior Personal Banker
Bank of America
09.2009 - 09.2010
Wealth Management Banking
Bank of America
04.2005 - 09.2009
Teller
Bank of America
08.2004 - 10.2005
Marketing -
Colorado State University- Global Campus
Six Sigma Green Belt -
Villanova University
Life and Health Insurance License -
CA Dept. of Insurance
Real Estate Principal License -
Allied, Online Education
Vocational Esthetician License -
Citrus College