Stephanie Wilson
Summary
Finance and banking professional with 25+ years of diverse experience across various organizational divisions. Highly motivated and driven self-starter committed to delivering excellence. Possesses superior product knowledge and dedicated to providing exceptional service to internal and external clients. Excellent communication, multi-tasking, and budget management skills. Forward-thinking problem solver adept at quickly resolving situations for positive outcomes. Personable Head Bartender with a decade of experience in high-traffic venues. Known for establishing functional teams through relationship-building and thoughtful delegation. Skilled in coaching staff to maintain service standards and anticipate customer needs.
Overview
25
25
years of professional experience
Work History
Waitstaff / Bartender / Trainer / Manager
J Gilberts Wood Fired Steaks
01.2014 - Current
- Provide excellent guest service, create rapport for continued guest return
- Multitasking at every step so the guest is taken care of in an appropriate time
- Maintaining relationships with cooperate clients to ensure business to business continued sales
- Promoting my own business, maximizing profits / tipped wages
- Training of new staff in all aspects of the business
- Managing guest / client relations while upholding everyday business practices
Project Accountant
American Direct
03.2021 - 09.2021
- Establish and cultivate a strong relationship between both the project manager and the client
- Distribute desired documentation to the client as requested to assist in accurate record keeping and accounting practices
- Auditing files to determine we have detailed records for each job associated with the individual client
- Submitting pay applications to clients to certify disbursement of funds will be received in a timely manner
Consumer Loan Underwriter
COMMUNITY AMERICA CREDIT UNION
01.2000 - 01.2015
- Evaluation of consumer loans, fixed and line of credit second mortgages, small business loans, and dealer loan applications to establish the best course of action for the credit union
- Review each application for completion and compliance to ensure an informed decision can be made with efficiency and consistency
- Provided internal and external client support in difficult circumstances to develop alternative action plans
- Inform clients and employees of specific action plans to develop positive credit stability and growth
- Train employees in consumer loan products to provide more positive experiences to the clients
- Evaluate risk and probability of delinquency while considering client needs to provide alternate solutions in difficult situations
- Coordinate internal and external conflict management meetings to resolve difficult client circumstances
- Cross trained to handle all aspects of a loan from start to finish; including taking the application, reviewing and decisioning the application, income verification and processing of the loan
Education
MBA - Business Administration / Concentration in Finance
Baker University
Overland Park, KS01.2010
Bachelor of Science - Finance / Minors in Accounting and Economics
Park University
Parkville, MO01.2007
Skills
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention to Detail
- Excellent Communication
- Analytical Skills
Timeline
Project Accountant
American Direct
03.2021 - 09.2021
Waitstaff / Bartender / Trainer / Manager
J Gilberts Wood Fired Steaks
01.2014 - Current
Consumer Loan Underwriter
COMMUNITY AMERICA CREDIT UNION
01.2000 - 01.2015
Bachelor of Science - Finance / Minors in Accounting and Economics
Park University
MBA - Business Administration / Concentration in Finance
Baker University
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