Summary
Enthusiastic candidate with extensive experience in customer service, sales and cash handling at banks or money lending institutes. Strong knowledge of offered banking services, products and sales practices. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
12
12
years of professional experience
Work History
Commercial Banking Assistant II
Trustmark Bank
06.2025 - Current
- Assisted commercial banking team with collection and clearing of document exceptions and collected past due loan payments.
- Gathered due diligence information for loan document preparation, ordered title work appraisals and secured collateral data from lender.
- Assisted clients with loan applications, successfully securing funding for their needs.
- Entered loan data into computerized banking system for renewals and modifications and submitted requests to portfolio managers before maturity.
- Imaged banking and loan documents, created computerized placeholders and built comprehensive electronic credit files.
Commercial Lending Assistant
Progress Bank DBA United Community Bank
08.2022 - 06.2025
- Supported the closing process by preparing documentation, coordinating with various parties, and resolving any issues that arose.
- Maintained strong relationships with clients by providing exceptional service and addressing concerns promptly.
- Streamlined loan approval process for quicker decision-making and improved customer satisfaction.
- Acted as a liaison between clients and internal departments such as credit analysts or legal counsel to expedite transactions smoothly.
- Managed assigned loan portfolio for retention, growth and credit.
Universal Banker
Progress Bank
08.2020 - 08.2022
- Opened checking, savings, money market and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Developed tailored solutions to meet individual banking needs.
- Maintained strong relationships with clients by providing exceptional service and addressing concerns promptly.
Branch Banker II
BB&T Now Truist
07.2019 - 08.2020
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Investigated and resolved account issues by offering applicable options to customers.
- Opened new accounts and made changes to existing accounts.
- Supported tellers by processing transactions involving money orders, cashiers checks and payments.
- Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
Sales Consultant
CarMax
04.2017 - 07.2019
- Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.
- Conducted on-site product demonstrations to highlight features, answer customer questions and redirect concerns toward positive aspects.
- Followed up with existing customers to provide additional support and address concerns.
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
Universal Banker
IBERIABANK
12.2014 - 04.2017
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
Education
High School Diploma -
5 2008
Skills
- Consumer banking
- Documentation skills
- Developing customer relationships
- Cross-selling expertise
- Educating clients
- Documentation Review
- Portfolio Management
- Commercial Lending Knowledge
- Loan Servicing
- File processing
- Schedule Management
- Teamwork and Collaboration
- Problem-solving abilities
- Customer service
- Time management
- Relationship building
- Product sales
- Friendly and outgoing
- Positive and professional
- Account servicing
- Credit analysis
- Account confidentiality
- Data entry
- Honest and dependable
- Attention to detail
- Staff assistance
- Compliance, banking laws, and regulations
- Positive attitude
- Multitasking Abilities
Affiliations
- March for Dimes
- CarMax President Club
- Ronald McDonald House
- Birmingham Food Bank
- Shelby Co. Humane Society
- Meals on Wheels
- United Way
Expertise
- Microsoft Office Platforms
- Salesforce
- nCino
- Product Development
- Market Research
- CRM Software
- Excel Spreadsheets
- Teams
- SharePoint
Timeline
Commercial Banking Assistant II - Trustmark Bank
06.2025 - Current
Commercial Lending Assistant - Progress Bank DBA United Community Bank
08.2022 - 06.2025
Universal Banker - Progress Bank
08.2020 - 08.2022
Branch Banker II - BB&T Now Truist
07.2019 - 08.2020
Sales Consultant - CarMax
04.2017 - 07.2019
Universal Banker - IBERIABANK
12.2014 - 04.2017
Oak Mountain High School - High School Diploma,