Zoe Esau
Morning Sun
Summary
Dynamic professional with a proven track record at CBI Bank & Trust, excelling in loan processing and deadline management. Recognized for enhancing reporting accuracy and implementing process improvements, I leverage strong communication skills and expertise in Adobe Acrobat to deliver exceptional service and drive operational efficiency.
Overview
6
6
years of professional experience
Work History
Loan Document Administrator
CBI Bank & Trust
03.2025 - Current
- Managed document workflows to ensure timely processing and compliance with regulatory standards.
- Utilized document management systems to organize, store, and retrieve critical financial information efficiently.
- Reduced errors by implementing thorough document proofreading and editing processes before distribution.
- Collaborated with cross-functional teams to gather necessary information for creating comprehensive reports.
- Assisted in the development of company-wide documentation policies to maintain consistency and quality.
- Carefully reviewed all documents and reports for completeness and accuracy.
- Monitored due dates and deadlines and worked to submit all documents on time or early.
- Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
Financial Services Representative
CBI Bank & Trust
02.2023 - 03.2025
- Assisted clients with account inquiries and transactions, ensuring timely and accurate service delivery.
- Processed loan applications, verifying documentation and maintaining compliance with banking regulations.
- Educated customers on financial products, enhancing their understanding of services offered by the bank.
- Collaborated with team members to streamline workflows, improving overall customer experience in branch operations.
Shift Manager
Happy Joes Pizzeria
10.2019 - 02.2023
- Cooperated with coworkers to improve customer experience and manage storefront.
- Provided ongoing coaching to team members in order to drive continuous improvement in their performance levels consistently over time.
- Supervised daily operations to ensure efficient service delivery and customer satisfaction.
- Trained and mentored team members on food preparation and safety protocols.
Education
High School Diploma -
Western Christian Academy
Prather, CASkills
- Deadline management
- Reporting accuracy
- Loan processing
- Communication skills
- Process improvement initiatives
- Adobe acrobat
Timeline
Loan Document Administrator
CBI Bank & Trust
03.2025 - Current
Financial Services Representative
CBI Bank & Trust
02.2023 - 03.2025
Shift Manager
Happy Joes Pizzeria
10.2019 - 02.2023
High School Diploma -
Western Christian Academy