Results-driven professional with extensive experience in project coordination, regulatory compliance, and process optimization. Proven ability to oversee large-scale projects, streamline operations, and ensure alignment with federal and state regulations. Skilled in vendor management, risk mitigation, and improving operational efficiency. Known for excellent communication skills, attention to detail, and the ability to deliver results under tight deadlines. Ready to leverage my expertise in project management and stakeholder coordination to contribute effectively in a contract position.
· Customer and Loan Support: Responded to inquiries from clients regarding home and business loan documentation requirements, ensuring that individuals and businesses had a clear understanding of the loan application and approval processes.
· Loan Application Assistance: Assisted borrowers with completing and submitting secured and unsecured home loan applications, guiding them through the necessary steps to ensure accuracy and compliance with lending regulations. Provided support in gathering required documents and information to facilitate loan approval.
· Mortgage Documentation and Closing Support: Assisted borrowers with executing critical loan documentation, including mortgages and other security instruments. Explained complex loan documents such as promissory notes, loan agreements, and financial statements, ensuring that borrowers understood their obligations and rights.
· Client Communication and Relationship Management: Communicated effectively with a diverse client base, addressing inquiries on various financial matters in a professional and accessible manner. Provided tailored financial solutions based on client needs and strengthened relationships through excellent service.
· Team Collaboration: Worked as part of a collaborative team to ensure seamless loan processing and customer service. Coordinated with loan officers and underwriters to resolve issues and ensure timely loan closings, contributing to the overall efficiency of the branch's operations.
· Outreach and Business Development: Engaged in proactive outreach to potential clients to expand business opportunities, generating over 50 new client relationships. Assisted individuals and businesses with understanding loan products and options, leading to an increase in loan applications and approvals
· Customer Inquiries and Financial Support: Responded to a high volume of customer inquiries regarding credit card transactions, billing issues, and account management. Assisted customers in resolving complex financial issues, ensuring they fully understood their account details and available services.
· Loan and Financial Documentation Assistance: Provided detailed information and support to customers regarding loan products and credit card services, explaining documentation requirements and helping them navigate application processes.
· Customer Communication: Effectively communicated with a diverse customer base, explaining financial terms and services in clear, easy-to-understand language. Maintained high customer satisfaction by addressing concerns promptly and accurately.
· Team Collaboration: Worked collaboratively within a call center environment to resolve customer issues, provide financial solutions, and escalate complex cases to specialized teams. Coordinated with internal departments to ensure smooth handling of customer accounts and financial products.
· Sales and Service Performance: Consistently ranked among the top performers in both sales and customer service metrics. Upsold additional products and services, contributing to a 25% increase in product adoption rates. Demonstrated strong problem-solving skills to resolve disputes and address financial discrepancies.
· Risk and Fraud Management: Monitored accounts for fraudulent activity, liaised with the compliance team to resolve issues, and educated customers on how to protect their accounts. Ensured accurate and secure handling of sensitive financial data.
· Documentation and System Management: Utilized various customer relationship management (CRM) tools to log customer interactions, track inquiries, and manage account updates. Ensured accurate data entry and efficient documentation of all customer interactions to facilitate smooth operations.
· Customer Referrals and Account Assistance: Exceeded referral goals by guiding customers through the process of opening new accounts, referring them to personal bankers, investment advisors, and business representatives. Achieved an 80% referral rate and successfully converted over 200 referrals into new accounts, contributing to bank growth and customer satisfaction.
· Product and Service Upselling: Proactively identified customer needs and upsold relevant financial products and services, leading to a 25% increase in product adoption. Successfully communicated the benefits of various financial products, generating additional revenue for the bank while improving customer financial health.
· Client Relationship Management: Built and maintained strong relationships with a diverse client base by providing personalized service and proactive engagement. Addressed customer inquiries and financial needs, fostering trust and loyalty through attentive service and reliable financial guidance.
· Customer Communication and Financial Solutions: Assisted clients with a variety of banking transactions and financial inquiries, explaining account options and helping them navigate the complexities of their personal banking needs. Demonstrated excellent customer service skills by resolving issues promptly and ensuring client satisfaction.
· Collaborative Team Support: Worked closely with colleagues in personal banking and investment services to meet client needs, ensuring smooth operations across the branch. Actively contributed to the success of the team by referring potential customers and collaborating on client management
· Supervised and trained teller staff on operational procedures and policies.
· Identified opportunities for cross-selling products and services to enhance customer relationships.
· Mentored tellers by example with clear communication skills, transaction handling, and problem-resolution processes.
· Assisted with new account openings, loan applications, deposits, withdrawals, and transfers.
Presidential Management Fellowship (PMF) Finalist 2024
Presidential Management Fellowship (PMF) Semi-Finalist 2025
Position Applying for: Contract Specialist
Position Applying For:
Vacancy Announcement Number:
Employment Eligibility: Veterans Employment Opportunity Act
Highest Grade:
Preference: 10 Point Veterans Preference Based on 30% or more Service-Connected Disability
Availability: Immediate
Job Type: Permanent
Work Schedule: Full-Time
Desired locations: Any
U.S. Citizen
Clearance: Current U.S. Government Secret Security Clearance