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Commercial Banking Specialist Resume Example

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COMMERCIAL BANKING SPECIALIST
Summary

Enthusiastic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with successful team. Organized Sales Administrative Assistant offering excellent planning, problem-solving and communication skills. Supporting high-performance sales teams in identifying customer needs and delivering solutions. Strong verbal and written communication skills to document sales activities.

Skills
  • Banking standards
  • Gate Keeper
  • Portfolio Maintenance
  • Banking ethics knowledge
  • Banking services knowledge
  • Banking financial software
  • Electronic banking knowledge
  • Banking and financial services background
  • Customer service-focused
  • Excellent communicator
  • Friendly
  • Excellent time management
  • Sales expertise
  • Cash handling expert
  • Cash dispenser operation
  • Analytical
  • Reliable
  • Safe and vault operation
  • Excellent communication skills
  • Flexible
  • Strong work ethic
  • Multi-line telephone skills
  • Organization and efficiency
  • Multitasking and prioritization
  • Document control
  • Tech-savvy
  • Service-oriented mindset
  • PC proficient
  • Data entry
  • Security understanding
  • Sensitive material handling
  • Back office operations
  • Meeting planning
  • Coordinating program activities
  • Microsoft
  • Excel spreadsheets
  • Employee training and development
  • 10-key proficiency
  • Information compiling
  • Spreadsheet development
  • Data organization
  • Appointment scheduling
  • Professional and mature
  • Inventory supplies
  • Strong problem solver
  • Resolving discrepancies
Experience
Commercial Banking Specialist | 09/2018 to CurrentCompany Name - City, State
  • Create agendas and communication materials for team meetings.
  • Improve customer satisfaction by finding creative solutions to problems.
  • Utilize data tracking programs such as Salesforce and banking cores to compile data gathered from various sources.
  • Provide excellent service and attention to customers when face-to-face or through phone conversations.
  • Handle all delegated tasks, including supply orders and lender Gatekeeping.
  • Deliver grift and loan documents to customer locations.
  • Work closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Improve operations by working with team members and customers to find workable solutions.
  • Create new workflows for new department duties
  • Assist with production growth and marketing projects
  • Collaborate in development of lending and internal communication procedures.
  • Earn reputation for good attendance and hard work.
  • Support the Commercial Sales, Operations, and Underwriting departments by compiling paperwork and taking detailed meeting minutes.
  • Put together and executed loan documents.
  • Inspected financial statements, credit information and title data to complete underwriting process.
  • Worked with colleagues to review and accept or deny new and renewal business.
  • Analyzed loan-to-value ratios, debt to income ratios and credit scores to make underwriting decisions.
  • Conducted comprehensive analysis and evaluated risk to control underwriting loss.
  • Created master spreadsheet to record procedures, denials and approvals.
Financial Relationships Specialist | 03/2017 to 09/2018Company Name - City, State
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Verified amounts and integrity of every check or funds transfer.
  • Devised targeted solutions for various customers, including deposit, lending and investment services.
  • Advised customers on bank products, services and financial planning options.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Put together and executed loan documents.
  • Modified, opened and closed customer accounts.
  • Completed daily cash balancing, including the ATM.
  • Met with new clients and completed pre-qualification procedures.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
Financial Services Representative | 08/2014 to 03/2017Company Name - City, State
  • Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
  • Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Receptionist | 06/2014 to 08/2016Company Name - City, State
  • Greeted visitors, assessed needs and directed to appropriate personnel.
  • Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions.
  • Answered and directed incoming calls using multi-line telephone system.
  • Received incoming packages and mail, dispersed parcels and correspondence and shipped outgoing items daily.
  • Prepared, compiled and filed documents as well as reports presented to various parties.
  • Organized and updated schedules and monthly calendar obligations for various levels of management and staff.
  • Prepared packages for shipment by generating shipment invoices and setting up courier deliveries.
  • Sorted incoming mail and directed to correct personnel each day.
  • Communicated with vendors to place and receive orders, request maintenance services and deliver instruction on behalf of office management.
  • Oversaw office inventory by restocking supplies and submitting purchase orders.
  • Scheduled meetings with salespeople and clients, emailed customers and placed outbound calls as needed.
  • Followed security procedures, issued visitor badges, monitored logbooks and reported irregularities.
Education and Training
Blue Springs High School - - City,State | | High School Diploma05/2012
Metropolitan Community College - Kansas City - - City,State | | Some College (No Degree)
Certifications

NMLS Certified

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Resume Overview

School Attended

  • Blue Springs High School
  • Metropolitan Community College - Kansas City

Job Titles Held:

  • Commercial Banking Specialist
  • Financial Relationships Specialist
  • Financial Services Representative
  • Receptionist

Degrees

  • Blue Springs High School - City , State | High School Diploma
    Metropolitan Community College - Kansas City - City , State | Some College (No Degree)

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