Summary
Overview
Work History
Education
Skills
Certification
Timeline
BusinessAnalyst

TERRY SOWELL

Prattville,AL

Summary

Goal-driven banking professional well-versed in managing diverse customer needs with speed a
nd efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

Overview

26
26
years of professional experience
1
1
Certification

Work History

REALATIONSHIP BANKER II

REGIONS BANK
06.2022 - 02.2024
  • Strengthened customer relationships through attentive service and prompt resolution of inquiries.
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
  • Managed risk exposure by conducting thorough credit assessments for loan applicants.
  • Mentored junior staff members, fostering a supportive work environment that encouraged professional growth and development.
  • 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.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Processed customer applications and approved loans in accordance with bank policy.

PRODUCTION ASSISTANT

HomeBridge Financial
05.2020 - 06.2022
  • Collaborated with production team to facilitate smooth operations, avoiding disruptions and delays.
  • Stayed alert, active, and ready to respond to any request at any time using variety of available resources.
  • Completed wide range of tasks in diverse filming areas to support operations.
  • Maintained safe and clean work environment, contributing to overall team productivity.
  • Boosted overall team morale through proactive problem-solving and open communication practices.

COMMERCIAL LOAN ANALYST II

HANCOCK WHITNEY BANK
02.2018 - 05.2020
  • Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
  • Validated results and performed quality assurance to assess accuracy of data.
  • Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
  • Queried databases for information needed for report processing.

BRANCH MANAGER

HOMEMORTGAGE AMERICA INC.
01.1998 - 01.2018
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.

Education

High School Diploma -

PRATTVILLE HIGH SCHOOL
PRATTVILLE, AL
06.1981

Skills

  • Customer Service
  • Production Support
  • Credit analysis
  • Operational Efficiency
  • Loan Origination
  • Pipeline Management
  • Loan Processing
  • Staff Training and Development
  • Decision-Making

Certification

  • NMLS#192174
  • STATE OF ALABAMA
  • STATE OF GEORGIA

Timeline

REALATIONSHIP BANKER II

REGIONS BANK
06.2022 - 02.2024

PRODUCTION ASSISTANT

HomeBridge Financial
05.2020 - 06.2022

COMMERCIAL LOAN ANALYST II

HANCOCK WHITNEY BANK
02.2018 - 05.2020

BRANCH MANAGER

HOMEMORTGAGE AMERICA INC.
01.1998 - 01.2018

High School Diploma -

PRATTVILLE HIGH SCHOOL

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