Rollie McAllister
Austin
Summary
Experienced in project management, process improvement, and financial analysis. Reliable business professional with a proven track record of streamlining operations and reducing costs. Expertise in analyzing data to identify trends and developing strategies to improve efficiency. Strong focus on achieving results, dedicated to driving organizational success through effective decision-making and problem-solving.
Overview
5
5
years of professional experience
Work History
Lending and Operation Rep
Happy State Bank
02.2024 - Current
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Communicated with customers daily to request information and complete paperwork.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Negotiated loan terms and conditions with customers to secure best deal.
Teller
American Bank of Commerce
08.2023 - 01.2024
- Assist customers with deposits, withdraws, and check cashing services in a courteous and efficient manner.
- Balance cash drawer and maintained full accountability for assigned cash on hand.
- Guide customers in selecting appropriate financial products for individual need.
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Assistant Retail Branch Manager
American Bank of Commerce
08.2021 - 07.2023
- Created new customer accounts, such as checking, savings, and credit lines
- Advanced customer and bank success by utilizing a high level of knowledge of all bank services and products to support and connect with current and prospective customers
- Supervised teller duties and assisted the line with customer transactions during peak hours
- Managed and balanced daily cash deposits and vault inventory
- Build and maintain relationships with customers, team and community partners
Relationship Banker
First United Bank and Trust
11.2019 - 05.2021
- Promoted products and services to each customer to consistently meet sales targets
- Processed wires, Stop payments and account transfers
- Cash checks and disburse funds after ensuring that signatures are correct, written and numerical amounts were consistent, and accounts were adequately funded
- Took customer calls regarding banking products such as checking, saving, loans and lines of credit
Education
Associate of Science - Business Administration
Grayson College
Denison, TX01-2024
Skills
- Strong Written Communication
- Account Management Expertise
- Client Support
- Experienced in QuickBooks Management
- Consistent Dependability
- Wealth Management Guidance
- Client Relationship Management
- Quality Assurance
- Microsoft Proficiency
- Strategic Business Development
Timeline
Lending and Operation Rep
Happy State Bank
02.2024 - Current
Teller
American Bank of Commerce
08.2023 - 01.2024
Assistant Retail Branch Manager
American Bank of Commerce
08.2021 - 07.2023
Relationship Banker
First United Bank and Trust
11.2019 - 05.2021
Associate of Science - Business Administration
Grayson College
Similar Profiles
Jacob HarrisonJacob Harrison
Senior Business Underwriter at Happy State BankSenior Business Underwriter at Happy State Bank
Abagail CompsonAbagail Compson
Teller at Happy State BankTeller at Happy State Bank
JAMIE R FRAUSTOJAMIE R FRAUSTO
Teller Associate at Happy State BankTeller Associate at Happy State Bank