Organised Bank Officer who effectively identifies and resolves complex financial issues. Thrives in fast-paced and ever-changing business environments. Knowledgeable and innovative professional with finance, sales, and marketing experience whose success is based on integrity, exceptional customer service, efficiency, and ambition.
Account coding aptitude
Mutual funds knowledge
Issuance of CDs
Bank security issues
Debt and credit management
Financial planning understanding
Night and safe deposit system operation
Stoney Community Credit Union 2/1/2011 to Current Bank Officer London
Execute loan origination process, including ordering credit reports and preliminary title reports.
Update secure banking systems and maintain confidentiality of data.
Prepare financial reports for management and customers.
Mentor junior bank employees on sales and customer service techniques.
Maintain current knowledge about latest banking products and services.
Tellico Bank 8/1/2008 to 1/1/2011 Bank Officer London
Created financial analysis reports of commercial real estate, borrowers’ financial statements, lease reviews, and market research.
Exceeded quarterly sales goals by 20%.
Provided expert financial advice on mortgage and both educational and personal loans.
Sorted, filed, and boxed financial documents.
Salamander Bank 9/1/2008 to 7/1/2008 Bank Officer London
Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
Performed daily maintenance of the loan applicant database.
Assisted seniour-level credit officers with complex loan applications.
Received Top Performer Award for a 85% rate of closed loans.
Educated customers on the variety of loan products and available credit options.
University of London 2006 Bachelor of Arts: Finance London, England Minor in Business Administration