Regina Aarstad
Dothan,AL
Summary
Accomplished Loan Officer and Universal Banker at Wells Fargo Bank, adept in financial transactions and client relations. Excelled in credit analysis and relationship management, enhancing customer financial health and achieving high sales through effective negotiation and team collaboration. Proven track record in mentoring staff and driving customer satisfaction.
Overview
15
15
years of professional experience
Work History
Loan Officer
Five Star Credit Union
10.2023 - Current
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Developed strong relationships with customers through high levels of customer service.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Identified opportunities to cross-sell and upsell loan products to customers.
Universal Banker
Wells Fargo Bank
01.2010 - 03.2013
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Evaluated client financial positions and identified most appropriate banking products.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
Bachelor of Science - Business Administration
Columbia College
Columbia, MO01.2016
Skills
- Financial transactions expertise
- Terms negotiation
- Client Relations
- Sales expertise
- Credit analysis
- Team Player
- Relationship building and management
Timeline
Loan Officer
Five Star Credit Union
10.2023 - Current
Universal Banker
Wells Fargo Bank
01.2010 - 03.2013
Bachelor of Science - Business Administration
Columbia College
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