Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
19
19
years of professional experience
Work History
Senior Analyst - Approver, Distribution Unit
BNY Wealth
09.2025 - Current
Reviews documents for IRA, IMA, Custody, and Fiduciary accounts ensuring the account closing process is in line with governing documents, and policies for varies account types
Reviews payments submitted by specialists for distribution, ensuring all required documents and delivery forms for cash & asset delivery are accurate prior to approving
Runs daily and monthly control reports to ensure group stays in compliance with bank regulations
Assists with training new hire training as well as continued learning training for specialists year round
Senior Analyst - Specialist, Distribution Unit
BNY Wealth
03.2023 - 09.2025
Held a 99.99% accuracy rating, above team average, while successfully closing over 200 accounts.
Developed and customized closing packages to meet the specific needs of each beneficiary.
Reviewed and audited accounts for accuracy and completeness, supporting overall operational integrity.
Developed and implemented reports to track performance and identify areas for improvement.
Provided timely and accurate responses to inquiries from internal and external stakeholders.
Reviewed colleagues' work to ensure accuracy and completeness in all submissions.
Contributed to development and editing of policies and procedures, ensuring alignment with unit objectives.
Developed training materials and led onboarding for multiple new hires, enhancing team integration.
Loan Closer
NVR Mortgage INC
03.2021 - 03.2023
Delivered high-quality work with a low error rate, consistently ranking among the top performers in the department.
Created a positive and supportive learning environment, where new hires felt comfortable asking questions and getting help
Developed and streamlined checklists and processes.
Tailored trainings to the specific needs of each department, ensuring that they were relevant and informative.
Analyzed daily reports to track performance and identify areas for improvement
Prepared initial and final closing disclosures for Conventional, FHA, VA, and Government loan types using AllRegs to ensure compliance.
Worked closely with title companies and attorneys to provide accurate closing documents and initiate funding wires for closing.
Maintained a monthly pipeline of up to 30 loans while reviewing all documents for accuracy prior to shipping to investors.
Audited loans in the Encompass system for accuracy while making sure all Underwriting conditions were met prior to closing.
Logistics Account Specialist
Elite Transit Solutions
07.2020 - 02.2021
Tracked and traced assigned freight from pickup to delivery, providing real-time updates to clients via phone, email, and/or a dedicated tracking portal.
Utilized problem-solving and critical thinking skills to resolve issues that may arise for carriers and clients, ensuring customer satisfaction.
Brokered freight by negotiating effectively with carriers to secure the best possible rates for clients.
Provided exceptional customer service while multitasking, handling an average of 100 phone calls and emails per day, and consistently exceeding sales goals.
Flight Attendant
Frontier Airlines
06.2017 - 07.2020
Represented a global brand as a customer-facing representative, providing excellent customer service to customers in remote settings.
Found solutions to customer service and medical challenges in remote settings, using innovative initiatives to improve the customer experience.
Delivered personalized customer service to all individuals, using a variety of channels to meet their needs.
Worked in a constantly changing environment with finite resources, demonstrating flexibility and problem-solving skills.
Quickly built rapport and relationships with colleagues to achieve common goals, demonstrating teamwork and communication skills.
Participated and complied with all DOT, FAA, and Frontier Airlines' regulations regarding drug and alcohol compliance of safety-sensitive transportation employees, demonstrating a commitment to safety.
Provided snack and beverage service including alcohol while monitoring passengers and ensuring safe consumption and checking ID when appropriate.
Contact Center Advocate, Student Lending
Citizens Bank, N.A.
05.2015 - 04.2017
Assisted in the origination of loans for educational and household purposes, generating outbound leads and proactively identifying new prospects.
Maintained a pipeline of 70-100 clients, providing exceptional customer service by actively following up with clients throughout the origination process and meeting or exceeding sales targets.
Took on additional responsibilities, including recording and reporting daily metrics for a team of 8-12 members, assisting in training, and developing training materials and job aids.
Answered constant flow of customer calls with minimal wait times.
Advanced Teller
Citizens Bank of Pennsylvania
03.2014 - 05.2015
"It Takes Two" Champion: Provided a second opinion to ensure the best possible customer experience in the branch, and participated in weekly meetings with all branches in the region to discuss best practices.
Back-up ATM custodian: Maintained updated records for safe deposit boxes and ensured that they were secure.
Provided exceptional customer service: Identified client needs and offered appropriate products and services, resulting in customer satisfaction.
Met and exceeded the bank's cross-sell goals: Increased sales of products and services by identifying and meeting the needs of clients.
Assistant Cheerleading Coach
Woodland Hills School District
08.2011 - 03.2015
Designed, strategized, and conducted practice sessions
Planned, oversaw, and managed the team's budget
Organized fundraising activities
Responsible for purchasing apparel and equipment
Traveled with team to all sporting events and community events.
Front End Team Member
Target
10.2007 - 09.2014
Accepted payments, returned change and issued receipts.
Kept front end areas clean and organized for professional appeal to customers.
Completed forms for store membership cards, credit card applications and special programs.
Trained all new hires on front end job responsibilities including registers, guest services, food service and the photo lab.
Deputy Vice President and Credit Approver – Wholesale Credit at HDFC Bank LtdDeputy Vice President and Credit Approver – Wholesale Credit at HDFC Bank Ltd
Senior Finance Manager – Warehousing, Logistics, and Distribution at GE LightingSenior Finance Manager – Warehousing, Logistics, and Distribution at GE Lighting