Dynamic financial professional with strong customer relationship-building skills. Experienced in loan processing, data entry, and compliance support. Committed to enhancing client satisfaction and operational efficiency.
Overview
3
3
years of professional experience
Work History
Financial Partner II
Heritage Financial Credit Union
Middletown, NY
11.2024 - Current
Maintained comprehensive knowledge of banking products to effectively address client needs.
Trained new staff on operational procedures and best practices in customer service.
Supported compliance efforts by conducting routine audits of transactions and documentation processes.
Managed customer service inquiries and pinpointed and implemented proper path to resolution.
Managed high-volume transactions accurately, ensuring minimal discrepancies in daily reconciliations.
Processed loan applications and maintained accurate documentation throughout approval stages.
Collaborated with underwriters to resolve issues and expedite loan processing timelines.
Shift Manager
Popyes
211 Middletown NY
06.2023 - 11.2024
handling cash
Supervised daily operations to ensure smooth workflow and adherence to safety protocols.
Trained and mentored new team members on operational procedures and equipment usage.
Coordinated shift schedules to optimize staff coverage during peak hours.
Monitored inventory levels and initiated orders to maintain stock availability.
Resolved customer complaints promptly, ensuring high satisfaction levels.
Partner – Head of Commercial & Financial Operations at GBS-Global Barcode SolutionsPartner – Head of Commercial & Financial Operations at GBS-Global Barcode Solutions