Oneil Mohamed
South Ozone Park,NY
Summary
Highly organized and dependable professional with proven experience in customer service, and administrative operations. Currently working as a Personal Banker, handling sensitive financial information, supporting high-volume client interactions, and maintaining strict documentation protocols. Recognized for strong communication skills, confidentiality, multitasking, and adaptability in hybrid and fast-paced environments. Eager to expand knowledge of enterprise systems such as ARM, Maximo, Engage, and HR platforms. . A quick learner ready to apply a results-driven approach to contribute to the success of your team.
Overview
5
5
years of professional experience
Work History
Personal Banker
American Community Bank
12.2023 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Manage daily banking operations including account services, customer inquiries, and transaction processing.
- Handle a high volume of customer interactions through phone, in-person, and digital channels while maintaining detailed records.
- Review and process sensitive financial documents, ensuring accuracy, completeness, and compliance.
- Maintain and organize confidential files and logs; ensure secure handling of all customer data.
- Act as a point of contact for internal departments and clients, providing clear, solution-focused communication.
Underwriting Assistant
Zurich Insurance Company
08.2020 - 02.2022
- Performed quality control checks on all documentation prior to submission to ensure accuracy and compliance with company standards.
- Analyzed financial records such as balance sheets, income statements, cash flow projections and other relevant documents.
- Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
- Conducted comprehensive analysis and evaluated risk to control underwriting loss.
- Underwrote and processed mortgages and secured loans, lending over $1,000,000.00 annually.
Education
Associate of Applied Science - Business Management
Borough of Manhattan Community College
Chamber St, NY10-2025
High School Diploma -
Scholars Academy
Rockaway Park06.2020
Skills
- Clerical & Administrative Support
- Payroll-Related Customer Inquiries
- Document Review & Filing
- Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Time Management & Multitasking
- Confidentiality & Business Ethics
- Oral & Written Communication
- High-Volume Call Handling
- Customer Service Excellence
Accomplishments
- Advanced Regents Diploma
- Interneship offered from Zurich Insurance (Senior Year HS)
Timeline
Personal Banker
American Community Bank
12.2023 - Current
Underwriting Assistant
Zurich Insurance Company
08.2020 - 02.2022
Associate of Applied Science - Business Management
Borough of Manhattan Community College
High School Diploma -
Scholars Academy
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