Transaction Processing Specialist Resume Example
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TRANSACTION PROCESSING SPECIALIST
Summary
Diligent and driven operations specialist who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-leader with strong analytical, management and organizational skills.
Skill Highlights
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Experience
Transaction Processing Specialist04/2015 - CurrentYardiSalt Lake City , UT
- Booked and funded loans for Private Wealth Management and Private Bank clients, as member of commercial bank's Wholesale Loan Operations LatAm booking team, with emphasis on multi-currency loans.
- Utilized multiple banking and loan software systems to book new and maintain existing loans daily, ensuring accuracy for bank compliance standards while meeting service level agreement deadlines.
- Diligently reviewed the specialty loan portfolio for compliance with all reporting requirements, including FACTA and U-1 reporting, prior to loan booking, resulting in a personal error rate of less than 3% for first year.
- Interacted and fostered relationships with client facing bankers , financial advisory teams and underwriting teams to ensure document accuracy and loan booking requirements are met as well as achieved banker satisfaction in response to high urgency requests.
Relationship Banker/Small Business Specialist09/2009 - 03/2015Fedex Cross BorderSpokane , WA
- Acquired, retained, and deepened consumer banking relationships through proactive meetings with customers; discovered their financial needs and provided product and service recommendations.
- Maximized the depth and profitability of customer's relationship by partnering with specialists, including mortgage bankers, Private Client bankers, financial advisers and relationship managers to enhance the customer's banking experience.
- Branch leader in enforcement and adherence to controls around account opening, maintenance, and confidentiality of bank records and client information; Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Store Manager04/2008 - 09/2009Dsv Road TransportAurora , CO
- Sales and staffing manager for suburban outlet of Ritz/Wolf Camera chain, reporting to District Manager. Sole manager for location, responsible for all managerial duties including staffing and scheduling, merchandise and inventory management.
- Raised store P&L to top of district within first 6 months as manger.
Operations Team Lead05/2006 - 03/2008NokiaCity , STATE
- Oversaw all aspects of store operations and inventory management for mobile phone manufacturer's first flagship retail environment in the United States, including marketing, merchandising, and facilities maintenance.
- Created role template and trained counterparts for successive flagships in New York, Mexico City and London.
Education
1995Bachelors Degree:Bethany College - Fine Arts City, StateGPA: Cum Laude; Honorary membership in Alpha Psi Omega, Gamma Sigma Kappa, Lambda Iota Tau and the Society of Professional Journalist.
- Fine Arts major, British Literature minor; graduated Cum Laude.
- Member of Alpha Psi Omega, Gamma Sigma Kappa, Lambda Iota Tau and the Society of Professional Journalist.
- Staff photographer for Tower newspaper and Bethanian yearbook; director and FCC licensed disc jockey for radio station WVBC.
Skills
Proficiency in Microsoft Outlook
Digital and film photography
Quick to adapt and learn new computer programs
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Resume Overview
School Attended
- Bethany College
Job Titles Held:
- Transaction Processing Specialist
- Relationship Banker/Small Business Specialist
- Store Manager
- Operations Team Lead
Degrees
- 1995 Bachelors Degree : Bethany College - Fine Arts
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