Results-driven Banker Lead experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
10
10
years of professional experience
Work History
Banker Team Lead
US Bank National Association
09.2021 - Current
Resolved issues ethically and with minimal conflict.
Organized and prioritized workflow with daily planning and team performance assessments.
Supervised cash handling procedures.
Adhered to loss prevention standards.
Complied with established internal controls and policies.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Auto Refinance Specialist
Wells Fargo Dealer Services
01.2019 - 09.2021
Developed and maintained relationships with customers, lenders and other third parties.
Evaluated loan requests and documents to verify accuracy and completeness.
Processed loan applications and monitored progress from start to finish.
Assisted customers with completing loan applications and other paperwork.