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Treasury Service Advisor Resume Example

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TREASURY SERVICE ADVISOR
Summary

Self-motivated banking professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments.

 

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Skills
  • Conflict resolution proficiency
  • Active Listener
  • Critical Thinker

 

  • Service solutions expert
  • Approachable
  • Adaptable to change
Experience
Treasury Service Advisor
September 2009 to CurrentBank of America － Concord, CA
  • Provides customer service for corporate online banking clients with resolutions to account information and troubleshooting computer issues through answering inbound calls, dual chat and emails.
  • Maintains knowledge of multiple products and applications to provide client online walk-through assistance for troubleshooting first contact resolutions.
  • Responsible for accuracy of data input into system of record, maintain call metrics and call quality monitoring guidelines.
Loan Document Specialist
May 2009 to August 2009Wells Fargo - Office Team － Concord, CA
  • Reviewed loans for all required documentation.
  • Confirmed all fees, points and loan information for accuracy.
  • Arranged and assured delivery of loan documents to escrow.
  • Assembled and compiled documents for loan closings.
Wholesale Doc Drawer
September 2006 to September 2008Washington Mutual Bank － Pleasanton, CA
  • Performed complex office transactions, identified errors and made corrections.
  • Communicated with escrow agents to determine correct vesting, closing fees and signing date.
  • Prepared and emailed loan document packages.
  • Analyzed an average of 12 closing documents daily.
Home Equity Doc Drawer
May 2004 to July 2006JP Morgan Chase Bank － San Ramon, CA
  • Handled all closing questions from account executives, escrow agents and borrowers.
  • Reviewed funding conditions and solved issues.
  • Analyzed 25-40 closing documents daily.
  • Submit loan applications with recommendation for underwriting approval.
Mortgage Processor
April 2001 to April 2004E-Loan, Inc － Pleasanton, CA
  • Analyzed pay-stubs and tax returns to determine satisfaction of income verification.
  • Obtained employment and insurance verifications.
  • Ordered required credit reports, appraisals and title reports to complete the loan file.
  • Processed an average of 40 loans per day.
  • Contacted customers by mail, telephone and in-person for loan acceptance or rejection.
Education
Certified Medical Assistant, 1998Santa Barbara Business College － Santa Maria, CA
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Resume Overview

Companies Worked For:

  • Bank of America
  • Wells Fargo - Office Team
  • Washington Mutual Bank
  • JP Morgan Chase Bank
  • E-Loan, Inc

School Attended

  • Santa Barbara Business College

Job Titles Held:

  • Treasury Service Advisor
  • Loan Document Specialist
  • Wholesale Doc Drawer
  • Home Equity Doc Drawer
  • Mortgage Processor

Degrees

  • Certified Medical Assistant , 1998

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Treasury Services Advisor

Bank of America

Washington, District Of Columbia