Sara Chaker

Served as primary client liaison, managing inquiries and complex transactions while resolving issues to cultivate strong relationships and enhance client satisfaction.

Supported Relationship Managers and Business Bankers in delivering timely and accurate closings for clients by preparing loan documentation and clearing conditions.

• Improved regional team performance and operational readiness by streamlining core processes, increasing efficiency, and strengthening audit preparedness.

• Enabled strategic decision‑making and compliance oversight by producing detailed loan and pipeline reports for leadership.

• Maintained strict compliance and accuracy across financial records, including payments, credit adjustments, and delinquency reporting.

• Customized financial plans for clients and monitored goal achievement through monthly reviews, developing a Cash Management plan using Excel spreadsheets to enhance financial oversight
• Generated 60+ new clients and oversaw a book of business through regular check-ins and analysis of client feedback
• Monitored market and economic trends to inform strategic decision-making
• Cultivated enduring client relationships through personalized communication, leading to improved client engagement and satisfaction
• Responded promptly to client calls and emails, enhancing client satisfaction and utilizing CRM software for streamlined communication
• Monitored current government policies using compliance software.
• Implemented cutting-edge encryption methods to uphold client confidentiality, leading to enhanced client trust and project success

• Assisted the pharmacist in filling, organizing, & managing over 600 scripts of medications daily
• Coordinated with doctors' offices & health insurance companies to guarantee patients' adherence to correct medications in compliance with HIPAA regulations.
• Developed patient relationships and provided exceptional service to address concerns, enhancing overall patient satisfaction
• Maximized sales by promoting alternative over-the-counter medications, resulting in a 40% increase in sales
• Utilized Intercom Plus & TeamRx systems for prescription management and inventory tracking, boosting customer satisfaction ratings
• Organized patient schedules and prioritized tasks to ensure efficient time management and service delivery
• Attained all deadlines prioritizing tasks based on urgency & implementation of effective time management techniques, utilizing Microsoft Excel for deadline tracking