Michelle Neumann
Saint Charles,MO
Summary
Personable and enthusiastic professional with experience in sales and customer relations positions. Oversee and manage day-to-day bank operations with a focus on efficiency and accuracy. Coordinate with various departments to ensure seamless workflow and customer satisfaction. Implement and enforce policies and procedures to maintain compliance and reduce risks.
Forward-thinking Operations Specialist bringing many years of expertise in for industry sector businesses. Critical thinker cultivates rapport with individuals to optimize project goals and output, resolve complex problems, and deliver innovative improvement strategies.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Treasury Management Operations Specialist
Enterprise Bank & Trust
St. Louis, MO
06.2022 - 02.2025
- Utilize a variety of banking systems & financial software programs: Bankway, ISF, Portal, Salesforce, Jack Henry - ProfitStars, Goleaf, PIQS, ARS, Positive Pay, IPay, Mineral Tree, Excel, Google Drive, Teams & more
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Managed daily operational tasks to ensure company efficiency and productivity.
- Coordinated with various departments to streamline operations and enhance workflow.
Loan Officer Assistant
Union Home Mortgage
St. Louis, MO
11.2021 - 06.2022
- Checked applicant credit, personal references and employment histories.
- Input data into loan origination system accurately and timely.
- Identified and resolved issues that arose during the loan application process.
- Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting criteria and input new loans into designated software.
Universal Banker
Together Credit Union
St. Louis, MO
02.2021 - 11.2021
- Supported the implementation of new systems related to banking operations.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Conducted risk assessments for high-value transactions to prevent fraud and financial loss.
- Conducted financial analysis to assess loan eligibility and risk factors, contributing to informed lending decisions.
Utility Teller
Vantage Credit Union
St. Louis, MO
05.2020 - 02.2021
- Knowledge of banking laws & regulations
- Built and maintained client relationships through quality, personalized interactions.
- Verified accuracy of transactions, including deposits, withdrawals, transfers and payments.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
Administrative Assistant to the Owner
Sarah's Spanish School
St. Louis, MO
01.2019 - 05.2020
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Education
Associate of Arts -
Abbott Academy
Saint Peters, MO12.2004
Associate - General Studies
Saint Louis Community College
St. Louis, MO02.2004
Skills
- Administrative Assistant
- Finance / Banking
- Microsoft Excel
- Data Entry
Certification
Certified Notary Public
Personal Information
Work Permit: Authorized to work in the US for any employer
Accomplishments
- Employee of the Month for 6 consecutive months
- Exceed Lending Targets
- Achieved Recognition for Credit Analysis
Timeline
Treasury Management Operations Specialist
Enterprise Bank & Trust
06.2022 - 02.2025
Loan Officer Assistant
Union Home Mortgage
11.2021 - 06.2022
Universal Banker
Together Credit Union
02.2021 - 11.2021
Utility Teller
Vantage Credit Union
05.2020 - 02.2021
Administrative Assistant to the Owner
Sarah's Spanish School
01.2019 - 05.2020
Associate of Arts -
Abbott Academy
Associate - General Studies
Saint Louis Community College