Mubeenah Ali
Livonia,MI
Summary
Self-motivated professional with retail banking experience who excels at completing multiple tasks simultaneously, prioritizing responsibilities, and following through to achieve goals. Passionate leader that has found success in influencing peers through training and verbal communication.
Overview
8
8
years of professional experience
Work History
Lead Associate Operations
JP Morgan Chase
Chanhassen
05.2023 - Current
- Ensured team followed all banking and regulatory policies and procedures
- Evaluated team member performance regularly, providing constructive feedback for continuous improvement.
- Facilitated training for associates through daily coaching and regular performance appraisals.
- Increased employee retention by fostering a positive work environment and recognizing outstanding performance.
- Partnered with managers to identify and capitalize on sales trends and brand initiatives.
Senior Loan Processor
Wells Fargo Bank, N.A.
Minneapolis, MN
08.2019 - 01.2023
- Ensured timely and clear communication with customers, mortgage consultants, settlement agents, brokers, and other counter-parties to obtain missing information and documentation for the loan file
- Responsible for submitting loan file to underwriting for review; ensuring all compliance and underwriting guidelines are met; entering loan information into the system; prioritizing and/or managing assigned pipeline to meet anticipated closing date and performance metrics.
- Managed a high-volume pipeline of loans, consistently meeting deadlines and maintaining accuracy in documentation.
- Proactively identified potential issues within applications, taking necessary steps to rectify them before submission for approval.
- Assisted in training junior loan processors, resulting in increased productivity across the team.
Teller
Wells Fargo Bank, N.A.
Minneapolis, MN
11.2018 - 08.2019
- Proactively engaged customers in conversation by actively listening to them in order to help them meet their financial needs.
- Educated customers on digital options for more convenient banking.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Processed customer transactions promptly, minimizing wait times.
Client Specialist
Bridgewater Bank
Minneapolis, MN
11.2017 - 07.2018
- Developed strong relationships with key clients, resulting in increased revenue and repeat business.
- Responded to all client inquiries and asked appropriate questions to facilitate resolution.
- Maintained detailed records of all client interactions, transactions, and correspondence, ensuring easy retrieval of information when needed and promoting transparency in communication across the team.
- Enhanced customer satisfaction by addressing and resolving complex issues in a timely manner.
Lead Teller
Wells Fargo Bank N.A.
Minneapolis, MN
02.2016 - 11.2017
- Assisted in daily vault and teller balancing.
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
Education
BS - Youth Ministry
Crown College
St.Bonifacius, Minnesota05.2014
Skills
- Proficient in MS Office Suite
- Complex Problem Solving
- Verbal, Written, and Interpersonal Communication
- Risk Management
- Training and Development
- Operations Management
- Employee Supervision
- Transaction Processing
- Audit preparation
- Documentation and Recordkeeping
- Strong Problem Solver
Timeline
Lead Associate Operations
JP Morgan Chase
05.2023 - Current
Senior Loan Processor
Wells Fargo Bank, N.A.
08.2019 - 01.2023
Teller
Wells Fargo Bank, N.A.
11.2018 - 08.2019
Client Specialist
Bridgewater Bank
11.2017 - 07.2018
Lead Teller
Wells Fargo Bank N.A.
02.2016 - 11.2017
BS - Youth Ministry
Crown College