Sofia Petersen
Overland Park,KS
Summary
Responsible Team Coordinator with passion for managing complex responsibilities with organized and resourceful approach. Analytical with excellent communication and collaboration skills. Strong research, data entry and contract preparation abilities. Ready to help team achieve company goals.
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions.
Overview
8
8
years of professional experience
Work History
Team Coordinator
RTS Financial
12.2021 - Current
- Led team meetings once a week to discuss scheduling, production and team needs.
- Handled day-to-day office operations and resolved any conflicts.
- Facilitated collaboration between production and other departments.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to expedited service.
- Reviewed client risk level before issuing out a loan.
- Developed process improvements and offered actionable solutions to correct recurring issues.
Relationship Manager and Lending Specialist
Bank Of America
10.2015 - 05.2021
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Educated customers on features and benefits of banking products and services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Balanced teller drawers and ATM cash.
- Referred customers to other banking departments for specialized services.
- Opened high level of risk accounts: ITS, Power of Attorney, Certificate of Deposits, Home Equity Lines of Credit.
Education
Associate of Arts - International Business
Johnson County Community College
Overland Park, KS05.2020
Skills
- Passion for Continuous Learning
- Supervisory Expertise
- Risk assessment
- Performance monitoring
- Interpersonal skills
- Workload balancing
- Problem-solving abilities
- Team motivation
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Team Coordinator
RTS Financial
12.2021 - Current
Relationship Manager and Lending Specialist
Bank Of America
10.2015 - 05.2021
Associate of Arts - International Business
Johnson County Community College
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