Rachael Wilson
Atlanta,GA
Summary
Dynamic Senior Credit Analyst with expertise in credit analysis and risk assessment at Bank of America. Proven ability to build strong client relationships while leveraging loan structuring expertise to enhance portfolio performance. Recognized for delivering tailored financial solutions and fostering trust, resulting in increased client satisfaction and loyalty.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Credit Analyst
Bank of America
01.2024 - Current
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Complied with internal controls and government regulations.
- Performed credit reviews on corporations to assess financial conditions.
Financial Advisor
Jim Tidwell Ford
07.2022 - 01.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Sales Advisor
Ed Voyles Hyundai
05.2021 - 07.2022
- Provided expert product knowledge to customers, leading to informed purchasing decisions and increased satisfaction levels.
- Increased sales by establishing rapport with customers and identifying their needs.
- Increased sales by offering advice on purchases and promoting additional products.
- Handled difficult situations professionally by addressing customer complaints and finding mutually beneficial solutions, preserving long-term relationships.
Sales Consultant
CarMax
05.2020 - 06.2021
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided sales and customer service assistance to walk-in traffic
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
Education
Associate of Applied Science - Business
Chattahoochee Technical College
Marietta, GA05-2022
High School Diploma -
McEachern High School
Powder Springs, GA05-2018
Skills
- Loan Structuring Expertise
- Credit Analysis
- Risk Analysis Expertise
- Credit Scoring Analysis
Certification
- Certified Information Systems Security Professional (CISSP)
- Certified Data Professional (CDP)
Timeline
Senior Credit Analyst
Bank of America
01.2024 - Current
Financial Advisor
Jim Tidwell Ford
07.2022 - 01.2024
Sales Advisor
Ed Voyles Hyundai
05.2021 - 07.2022
Sales Consultant
CarMax
05.2020 - 06.2021
- Certified Information Systems Security Professional (CISSP)
- Certified Data Professional (CDP)
Associate of Applied Science - Business
Chattahoochee Technical College
High School Diploma -
McEachern High School
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