Melissa Frye
Summary
Goal-driven employee with a strong background in financial management and team leadership. Experienced in planning and executing multiple projects effectively while maintaining a high level of organization. Demonstrated customer service expertise, including opening accounts. Recognized for being forward-thinking and responsive to changing demands, resulting in successful outcomes.
Overview
21
21
years of professional experience
Work History
Branch Office Administrator
Edward Jones
03.2022 - 05.2024
- Coordinated schedules and appointments for Financial Advisor, optimizing time management processes.
- Maintained inventory levels of office supplies, minimizing costs while ensuring availability of necessary items.
- Provided exceptional customer service to clients while promoting a welcoming atmosphere at the branch office
- Ensured compliance with company regulations by conducting regular audits of internal documents and records.
- Collaborated with management to develop branch goals, resulting in increased productivity and profitability.
- Opened client accounts and processed rollovers, transfer-ins, and other deposits.
Finance Officer
St. Mary's Catholic School
01.2016 - 06.2021
- Managed accounts payable/receivable
- Invoiced for After School Care Program
- Scheduled employees to work various events
- Purchased for 11 athletic programs and all school accounts
- Proceeded payroll for 60 employees
- Reconciled budgets for 11 athletic programs
- Assisted Registrar with tuition payments/registration
- Served as administrator on all school and athletic social media accounts
- Development team member responsible for school marketing and annual school wide fundraiser
- Maintained confidentiality of employee agreements and payroll
Mortgage Loan Officer
City Bank & Trust
03.2003 - 04.2015
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
- Explained the various types of loans available to clients
- Maintained a friendly and professional demeanor when dealing with customers
- Trained and directed other mortgage loan officers
- Provided mortgage, credit repair, and personal loan advice to clients
- Worked with underwriters to troubleshoot and resolve application issues
- Maintained knowledge of all mortgage products and services
- Identified sales opportunities based on client questions and needs
- Evaluated client financial statements, including tax returns and pay stubs
- Verified borrowers income and credit information accuracy
Education
Associate of General Studies -
Northwestern State University
01.2011
High School Diploma -
Lakeview Junior And Senior High School (formerly Campti High School)
05.1990
Skills
- Accounts payable/receivable
- Purchasing
- Regulatory compliance
- Financial information review of all relevant parties
- Originate and evaluate mortgage loans according to company guidelines and standards
- Submit and monitor the status of applications
- Maintain good relationships with clients by keeping them informed
- Interact with realtors, appraisers, and title companies as needed
- Strong in planning and coordination
- Excels in team leadership
- Supply Inventory
- Leadership and supervision
- Client Relationship Building
- Customer Engagement
- Scheduling appointments
- Office Management
Timeline
Branch Office Administrator
Edward Jones
03.2022 - 05.2024
Finance Officer
St. Mary's Catholic School
01.2016 - 06.2021
Mortgage Loan Officer
City Bank & Trust
03.2003 - 04.2015
Associate of General Studies -
Northwestern State University
High School Diploma -
Lakeview Junior And Senior High School (formerly Campti High School)
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