Zell Henry
St Louis,MO
Summary
Enthusiastic professional with solid analytical and critical thinking skills with great attention to detail and ability to learn, adapt quickly and establish new relationships. With proven excellent customer experience skills and a passion for people and helping them succeed. A flexible team player who possesses an ability to cope in a fast, dynamic environment in a positive and professional manner and able to multi-task and prioritize workload to ensure results.
Overview
8
8
years of professional experience
Work History
Loan Closing Assistant
Carrollton Bank
Creve Coeur, MO
09.2020 - Current
- Audited variety of critical financial documents for completeness and accuracy, noting and resolving deficiencies and errors.
- Maintained checklists of required documentation and open issues affecting closings.
- Collaborated with lenders, agents and legal professionals to resolve transactional and title issues.
- Prepared 10 or more deeds and leases, closing statements and purchase agreements per day.
Associate
Disbursements, Banking, Edward Jones
St. Louis, Missouri
10.2019 - 10.2020
- Receive incoming calls from Financial Advisors and Branch Office Administrators related to Required Minimum Distributions
- Maintain high level of IRA Distribution knowledge including tax withholding and Required Minimum Distribution strategies
- Provide excellent service to branch teams resulting in exceeding monthly branch view score goal of 90%
- Collaborate with other departments to ensure accuracy of complex branch inquiries
Customer Success Advocate
Square
Saint Louis, Missouri
10.2018 - 09.2019
- Identify, document and follow-up with engineers on product bugs and features related to customer trends and activity
- Create and complete JIRA’s for customer transaction concerns
- Review phone calls with QA to ensure accurate information is provided
- Collaborate with members of other teams to root out answers and create workflows for issue
- Manage approximately 100 calls and emails per day
- Responded proactively and positively to rapid change.
Assistant Branch Manager
US Bank
Fairview Heights, Illinois
10.2013 - 08.2018
- Navigate relevant systems to process and document loans
- Compile and input branch financial activities, performing audits, reviewing reports, and managing cash levels
- Developed Pipeline Management tool to aide in branch loan expectations
- Successfully close at least $75,000.00 in loans per quarter
- Manage daily tasks of 8 employees
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
Education
No Degree - Animation
Concept Design Academy
PasadenaSkills
- Problem Solving
- Loan Information Recording
- Closing Documentation
- Credit Verification
- Microsoft Office
- CRM Software
- Data Entry
- Staff Recruitment and Hiring
- Compliance Assessment
- Employee Training Oversight
Accomplishments
- 2017 award for compliance excellence-US Bank
- 2017 Regional Advisory Council-US Bank
- Won 2015, 2016, 2017 Summer Sales Campaigns-US Bank
Timeline
Loan Closing Assistant
Carrollton Bank
09.2020 - Current
Associate
Disbursements, Banking, Edward Jones
10.2019 - 10.2020
Customer Success Advocate
Square
10.2018 - 09.2019
Assistant Branch Manager
US Bank
10.2013 - 08.2018
No Degree - Animation
Concept Design Academy