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Skills

  • Internal auditing
  • Business Development
  • Financial records and processing
  • Portfolio Management
  • Customer needs assessment
  • Data-driven decision making
  • Process improvement
  • Operations management
  • CRM Systems
  • Results-oriented

Work Experiences

  • Went over 10 financial statements in 18 months and reviewed them.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Was able to effectively respond to customer requests via phone and email, as well as answer questions and inquiries.
  • Local, state, and federal agencies provided me with documents, clearances, certificates, and approvals.
  • Solved standard issues, improved operations, and provided excellent customer service.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Started two key partnerships that resulted in a 54% increase in revenue.
  • Inform customers about the bank's services and products.
  • Answered an average of 15 calls, emails, and faxes per day, responding to customer inquiries, resolving problems, and informing customers about new products.
  • Developed new loan prospects by making weekly cold calls to 9 people.

Summaries

  • Achieved results over three years.
  • Achieved growth through strategic partnerships.
  • Within Accounting and Finance, senior Personal Banking Officer and outstanding performer in performance reporting and project management.
  • Senior Embedded Software Engineer with extensive experience in all phases of software development.
  • Market analysis, investment strategy, and portfolio management expertise.
  • Motivated Personal Banking Officer with experience managing large-scale projects, including budgeting and administration.
  • Design and development of successful framework embedded software applications in the past.
  • Dynamic communicator who consistently outperforms company goals and expectations.
  • Achieved consistently high satisfaction ratings.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.

Accomplishments

  • Guided
  • Managed
  • Implemented a series of optimization measures that reduced the turnaround time for financial planning services by 13 days.
  • Won
  • Represented
  • Trained
  • Initiated
  • Design: Responsible for creative design for prominent metric.
  • Competitive Analysis: Performed competitive analysis to make recommendations for future company growth.
  • Assisted management in streamlining internal controls resulting in a reduction of compliance risks by 55%.

Affiliations

  • Affiliate, National Foundation for Credit Counseling (NFCC) process
  • Certified in Risk and Information Systems Control (CRISC) 2022
  • Licensed Mortgage Loan Originator (MLO), Nationwide Mortgage Licensing System (NMLS) 2018
  • Member, Board of Trustees, procedure, metric
  • American Society of Safety Professionals
  • Diploma in Financial Services, framework, Graduated 2021
  • Volunteer, Community Development Financial Institution (CDFI) Salesforce, 2022
  • Rotary International
  • Alumni, procedure Business School, Bachelor’s in Finance 2017
  • Certified in Financial Inclusion, Beacon Labs, 2024

Certifications

  • Certified Regulatory Compliance Manager (CRCM) - American Bankers Association
  • Model Risk Management Certificate - Beacon Labs
  • CompTIA Network+
  • Certified Credit Union Investment Professional (CCUIP) - category
  • Bank Secrecy Act (BSA) Certification
  • Branch Manager Certification Program - framework or Northwind
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Public Accountant
  • Certified Global Sanctions Specialist (CGSS), ACAMS
  • Certified Business Analysis Professional (CBAP)

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