
Driven banking & finance professional with experience in real estate, accounting support, and high-volume sales environments. Skilled in client financial guidance, documentation accuracy, CRM systems, and transaction-based workflows. Known for relationship-building, problem-solving, and maintaining high attention to detail. Seeking to grow within commercial banking, lending, and financial services with long-term advancement into investment banking and loan origination.
Bank-transferable skills: financial verification, documentation accuracy, risk awareness
Financial recordkeeping & documentation
Customer account support & onboarding
Loan process exposure (title, underwriting, ROI)
Cash handling & transactional accuracy
CRM/Banking software adaptability
KYC/verification awareness
Sales client relationship management
Investment & real-estate knowledge
Compliance-minded decision making
Problem solving Fast learner Professional communication