Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Mirna Dawood

Phoenix,AZ

Summary

Dedicated and results-driven financial professional with extensive experience in banking, customer service, and financial solutions. Skilled in managing financial risk through compliance, accuracy, and issue resolution. Proven ability to cultivate strong client relationships, meet sales goals, and deliver strategic solutions. Seeking to leverage expertise in financial processes and client-centered service as a Treasury Management Officer.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Client Care Specialist

Chase Bank
04.2021 - Current
  • Process and evaluate mortgage loan applications, ensuring all documentation is accurate, complete, and compliant with regulatory and company policies to mitigate financial risk.
  • Analyze client financial data and collaborate with underwriters and other teams to identify tailored loan solutions, aligning with clients’ unique needs.
  • Resolve discrepancies and client concerns efficiently, maintaining a customer-focused approach while adhering to deadlines in a high-paced environment.
  • Build and maintain strong client relationships through proactive communication, guiding customers through the loan process and addressing any questions or concerns.

Lead Teller

Wells Fargo Bank, N.A.
08.2019 - 03.2021
  • Supervised and coached a team of tellers to ensure operational efficiency, compliance with financial regulations, and exceptional customer service.
  • Monitored daily transaction activities to identify potential risks or discrepancies, resolving them promptly and effectively.
  • Partnered with branch management to strategize and implement initiatives aimed at improving customer retention and cross-selling financial products.
  • Oversaw cash flow management, ensuring accurate handling of large sums and compliance with risk management protocols.

Customer Service Representative

Gate City Bank
06.2018 - 06.2019
  • Assisted clients with a wide range of banking needs, including opening and managing accounts, processing loan applications, and advising on financial products tailored to their goals.
  • Conducted daily teller transactions such as deposits, withdrawals, and payments while ensuring accuracy, efficiency, and compliance with banking regulations.
  • Proactively identified customer needs and provided personalized solutions, fostering strong relationships and contributing to branch sales goals.
  • Investigated and resolved account discrepancies, leveraging problem-solving skills to maintain client trust and mitigate financial risks.

Education

Business Administration- Currently Enrolled -

Glendale Community College
Glendale, AZ

High School Diploma -

West Fargo High School
Fargo, ND
06.2018

Skills

  • Strong knowledge of financial risk management and compliance protocols
  • Proficient in analyzing and resolving discrepancies in financial operations
  • Effective relationship-building and consultative communication skills
  • Skilled in managing high-volume tasks with precision and attention to detail
  • Expertise in delivering creative solutions to address client needs and concerns
  • Proficient in banking tools and financial softwares
  • Portfolio construction and analysis

Certification

Wealth Management Certificate- Forage

Timeline

Client Care Specialist

Chase Bank
04.2021 - Current

Lead Teller

Wells Fargo Bank, N.A.
08.2019 - 03.2021

Customer Service Representative

Gate City Bank
06.2018 - 06.2019

Business Administration- Currently Enrolled -

Glendale Community College

High School Diploma -

West Fargo High School

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Mirna Dawood