Lynise Howie
Summary
Charismatic and professional Financial Representative with experience in banking, mortgage, and insurance. Highly adept at cross-selling through promotion and in-depth knowledge of industry products and services. Excellent team player with strong multi-tasking problem-solving and organizational skills. Key Qualifications Models personal and professional integrity Excellent verbal and written communication skills Knowledgeable in MS Word, MS SharePoint, Excel, and PowerPoint Flexible and adaptable in fast paced environment Excels in customer service.
Overview
8
8
years of professional experience
Work History
Financial Services Associate(FSA)
TD Bank
01.2023 - 04.2024
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Followed operational standards.
- Built strong rapport with new and existing clients.
Contact Center Representative
TD Bank
10.2022 - 01.2023
- Evaluating financial documents.
- Gathering data from clients.
- Delivered fast, friendly and knowledgeable service.
- Offered resolutions to de-escalate calls and solve customer issues.
Loan Processor
Sun West Mortgage Company, Inc
02.2020 - 07.2022
- Processor Mortgage loans
- Evaluating financial documents
- Gathering data from clients
- Mortgage loan software
Senior Loan Officer Assistant
New Rez, LLC
08.2019 - 02.2020
- Assisted clients with understanding the purpose and details of financial plans and strategies
- Provided support to loan originators and underwriting departments
- Ensured all files are completed prior to underwriting hand - off and coordinated effectively with title.
Branch Banker
BB&T Bank
02.2019 - 08.2019
- Builds and maintain customer relationships
- Consults with clients regarding financial and recommend appropriate products and services
- Maintains a strong knowledge around credit and deposit products
- Support internal and external customers with inquiries and complaints regarding financial products and services .
Teller
Wells Fargo Bank
07.2016 - 02.2019
- Provided stellar customer service to customers
- Promptly processed account transactions effectively and in a timely manner
- Followed proper procedures, rules and regulations while minimizing errors and reducing fraud.
Education
Businesses Administration - Certificate Program - customer service
Central Piedmont Community College
01.2011
High School Diploma -
West Charlotte High School
01.2007
References
References
Available upon request.
Timeline
Financial Services Associate(FSA)
TD Bank
01.2023 - 04.2024
Contact Center Representative
TD Bank
10.2022 - 01.2023
Loan Processor
Sun West Mortgage Company, Inc
02.2020 - 07.2022
Senior Loan Officer Assistant
New Rez, LLC
08.2019 - 02.2020
Branch Banker
BB&T Bank
02.2019 - 08.2019
Teller
Wells Fargo Bank
07.2016 - 02.2019
Businesses Administration - Certificate Program - customer service
Central Piedmont Community College
High School Diploma -
West Charlotte High School