Trekim Keymiah Springer
St Brooklyn,NY
Summary
Document Review Specialist with demonstrated success negotiating, researching and communicating effectively. Provided leadership vision, direction, development and maintenance of multiple complex and high priority contracts directly impacting business strategies of organization. Strong organizational skills to think strategically and react quickly to internal and external needs.
Overview
12
12
years of professional experience
Work History
Documentation Specialist Account Updates
Signature Bank
02.2023 - Current
- Conduct quality control of client new account documentation to ensure client accounts conform to
- The Bank’s Anti-Money Laundering, Know your client policies, and regulatory requirements
- Process daily assigned accounts in accordance with departmental service level agreements
- Track and follow up accounts in accordance with departmental service level agreements
- Import and index follow-up with Private Client Groups (PCGs) regarding missing or incomplete account documentation
- Provide operational support and assistance to PCGs regarding all new account openings, documentation, imaging, and workflow-related issues
- Quality control of documents scanned to OTG- ensure proper document types are indexed against the correct accounts
- Ensure Signature cards are created for each account and include all signers and Power of Attorneys
- Active monitoring of owned pending accounts in a queue
- Ensure PCGs clear missing documents and or information in a timely matter
Senior Personal Banker
Valley Bank
08.2019 - 01.2023
- Vault & Atm Custodian
- Set up new accounts and services for customers.
- Satisfied customers by consistently delivering fast, knowledgeable services.
- Met or exceeded sales goals by promoting bank products and services.
- Completed loan servicing procedures to assess compliance with bank Regulatory terms and conditions.
- Sales techniques such as cold calling to increase business and establish community relations and generate potential customer lead.
- Made continuous business adjustments to improve branch operations.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Unsurpassed professionalism to satisfy needs and protect the bank's reputation.
- Reviewed business packages and offered expert advice.
- Put together and executed loan documents.
- Trained and coached less experienced team members.
Airport Branch Manager
First National Bank
08.2015 - 01.2016
- Encouraged employee development through training, coaching, and Motivational strategies
- Managed teller and customer service representative schedules
- Helped tellers and relationship managers resolve customer concerns and securely handle large transactions
- Directed facility and grounds maintenance
- Assigned individual roles and tasks, as well as monitored employees for security, compliance, and performance
- Coordinated office activities and operations to secure efficiency and compliance with company policies
- Optimized personnel coverage, preparing work schedules based on staff
- Availability and forecasted demands
- Recruited, trained, and developed a dynamic administrative team, supporting all corporate growth and productivity objectives
- Improved productivity initiatives, managing accounts, and coordinating
- Itinerary and scheduling client/leadership appointments.
Intern
Bank of Saint Lucia
04.2011 - 08.2014
Executive Assistant (intern)
Flow Saint Lucia
01.2013 - 06.2013
Education
Master of Business Administration - Human Resource Management
Johnson & Wales University
Bachelor of Science - Business Studies
Johnson & Wales University - North Miami
Miami, FL08.2018
Skills
- Batch Records
- Reading Comprehension
- Client Documentation Processing
- Documentation Oversight
- Critical Thinking
- Staff Management
- Verbal and Written Communication
- Sales and Marketing
- Team Leadership
- Business Planning
- Lead Generation
Timeline
Documentation Specialist Account Updates
Signature Bank
02.2023 - Current
Senior Personal Banker
Valley Bank
08.2019 - 01.2023
Airport Branch Manager
First National Bank
08.2015 - 01.2016
Executive Assistant (intern)
Flow Saint Lucia
01.2013 - 06.2013
Intern
Bank of Saint Lucia
04.2011 - 08.2014
Master of Business Administration - Human Resource Management
Johnson & Wales University
Bachelor of Science - Business Studies
Johnson & Wales University - North Miami
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