Results-oriented Financial Professional with more than 7 years of experience in commercial banking, retail banking, residential mortgage, and wealth management sectors. Excellent communication, presentation and consultative skills. Talented in gathering, analyzing and defining business requirements to understand operations, needs and expectations.
MS Office (Word, Excel, PowerPoint, and Outlook) Ariba Buyer ACBS - Advanced Commercial Banking System PeopleSoft Application RIMS EDI Systems Windows Microsoft SharePoint
01/2006 to 06/2012
Credit AdministratorPNC BANK – BOCA RATON, FL
Cultivated portfolio expansion by obtaining, verifying, and analyzing financial documentation for commercial loans and renewals for a portfolio valued at over $200MM.
Managed client accounts to ensure portfolios were in compliance with operational covenants and government guidelines by conducting portfolio analysis to determine loan performance for weekly risk meeting presentations.
Converted over 400 consumer files to an electronic database for compliance oversight and audit purposes, making files readily accessible to over 40 department members on shared drive database.
Monitored client daily banking activity which included: ACH transactions, performing wire and cashier check requests, approving positive pay and overdraft exceptions, completing account opening & closing, and conducting account reconciliation.
Collaborated with regional sales teams, market executives, and operations staff with new employee onboarding, staff training, policy implementation, and mentoring of a five-member team to foster growth initiatives.
01/2006 to 10/2008
Private Banking Sales AssistantRBC BANK – BOCA RATON, FL
10/2004 to 09/2005
Loan Processor and CloserRESIDENTIAL MORTGAGE – SUNRISE, FL
Managed customer lifecycle from submission to funding for a $21MM portfolio to streamline customer service and increase profitability on residential loans.
Facilitated sales team in documenting financial statements and client documentation for financial firms; analyzed credit reports, assets, liabilities, and income to compute client eligibility ratios for loan programs.
Recommended quality control strategies for portfolio investments, resulting in processing 6 -months of backlogged files in 90 days.
MBA: International Business FLORIDA ATLANTIC UNIVERSITY - BOCA RATON, FL International Business
BBA: MANAGEMENT: LEADERSHIP AND APPLIED MANAGERIAL SKILLS FLORIDA ATLANTIC UNIVERSITY - BOCA RATON, FL Management: Leadership and Applied Managerial Skills
BBA: MARKETING FLORIDA ATLANTIC UNIVERSITY - BOCA RATON, FL Marketing
AWARDS AND RECOGNITION Awarded 2011 RBC Bank 2nd quarter shared services Eagle award for outstanding performance Received RBC Bank "Peak Performer" nomination for exceptional performance and leaderships skills awarded to top 1% of employees' company-wide