Valerie Bunker
Summary
Skilled team player with strong background in financial products and services with over 24 years of experience including Retail banking, Loan Documentation and Real Estate Servicing and Payroll Services. In addition to over 14 years of management. Work well independently to handle assignments and always ready to go beyond basic tasks.
Overview
11
11
years of professional experience
Work History
Payroll Auditor
Novak And Francella, CPA
01.2024 - Current
- Established rapport with cross-functional teams to facilitate smooth communication regarding payroll inquiries or concerns for union base companies within MD, VA and DC area.
- Streamlined payroll processes for increased efficiency and reduced errors.
- Analyzed data and findings to prepare reports detailing financial information.
- Planned and executed follow-up audits at appropriate intervals.
- Achieved timely completion of audit projects by setting clear project milestones and effectively managing priorities within tight deadlines.
- Enhanced payroll accuracy by conducting thorough audits and identifying discrepancies.
Real Estate Specialist
S3 Shared Service Solution
10.2021 - 01.2024
- Scanned and indexed incoming documents, inputting created data files into all necessary document management systems
- Performed quality analysis of paper documents, confirming legibility and integrity of all included information
- Personally retrieved and delivered sensitive documents to appropriate personnel, maintaining documented chain of custody for confidential data regarding Real Estate loans and lines
- Answered questions, reviewed and audited files and prepared procedures and processes for final pay offs
- Navigate system applications as needed to resolve inquiries
- Helped team complete assignments to meet goals
- Assisted team members and managers with tasks to maintain productivity and meet project milestones
- Maintained the company's reputation by providing confidential, expert services to customers.
Loan Documentation Compliance Specialist
Howard Bank
09.2020 - 10.2021
- Worked between applicants and creditors to resolve issues with applicants and related paperwork
- Evaluated financial status, creditworthiness and collateral of each applicant to determine risk level of granting loan
- Worked within approval limits to move loans forward and conferred with managers to handle the larger and more complex applications
- Audited loan files and confirmed that all conditions were satisfied and in compliance with lender guidelines
- Obtained required documents to complete the approved loans, including insurance forms, tax receipts and employment verifications
- Verified and reviewed project documents to determine format, completeness and compliance with contractual requirements.
Senior Universal Banker and Business Banker
SECU Of MD And
02.2016 - 09.2020
- Supplied partners with qualified referrals to boost engagement in areas of investments, mortgages and cash management services
- Guided customers through banking services and mobile banking tools to promote products and increase efficiency with lower face-to-face burden
- Engaged customers to uncover needs and suggest related bank products for personal and business owners,
- Abided by all operational, regulatory and security standards to promote work accuracy and reduce risk of loss to business
- Met with customers to analyze financial needs and capabilities against targeted goals and build customized service packages
- Researched, troubleshot and resolved customer and internal inquiries to maintain satisfaction levels.
Universal Banker and Business Banker
Wells Fargo Bank
03.2013 - 02.2016
- Coordinated opening and updating of accounts such as checking, savings and CDs
- Engaged customers to uncover needs and suggest related bank products for personal and business owners.
- Met with customers to analyze financial needs and capabilities against targeted goals and build customized service packages
- Served as first point of contact for clients, creating positive first impressions through friendly and expert customer service
- Built client base by proactively contacting potential clients and recommending opportunities for financial growth.
Education
Business -
Morgan State University
Baltimore, MDSkills
- Sales
- Verbal communication
- Customer relations
- Teamwork
- Training
- Develop policies
- Train employees
- Employee relations
Timeline
Payroll Auditor
Novak And Francella, CPA
01.2024 - Current
Real Estate Specialist
S3 Shared Service Solution
10.2021 - 01.2024
Loan Documentation Compliance Specialist
Howard Bank
09.2020 - 10.2021
Senior Universal Banker and Business Banker
SECU Of MD And
02.2016 - 09.2020
Universal Banker and Business Banker
Wells Fargo Bank
03.2013 - 02.2016
Business -
Morgan State University
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