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Underwriting Bank Verification Manager Resume Example

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JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary

Dedicated and results-oriented financial professional with 6-year background in consumer financing, loan administration, customer service, and bank standards. Committed to meeting strict deadlines and personally guiding clients through financial processes using excellent analytical and communication skills.

Skills
  • Notary Public, State of New Jersey
  • Microsoft Excel/Office
  • SalesForce
  • LexisNexis Risk Management
  • Fraud Detection
  • Data Entry Expertise
  • Bank Deposit Analysis
  • File Management
  • Microsoft Remote Desktop
  • Screen Sharing/IT solution Expertise
  • Team Leadership
  • Sales Expertise
  • Negotiation
  • Written and interpersonal communication
  • Multitasking abilities
  • Conflict resolution
Work History
03/2019 to Current Underwriting Bank Verification Manager Black Rifle Coffee Co | North Richland Hills, TX,
  • Gather all financial records from clients through multiple servers and databases such as Decision Logic, Screenshare Software, and traditional online banking platforms.
  • Review financial documents for authenticity and formulate data in Microsoft Excel to serve as analysis reports for the underwriter.
  • Identify potential risks resulting from client's bank account activity, underwriting investigations or fraud exposure.
  • Verify proper repayment terms, contact info, and bank account details for applications before they are funded by cross-checking the information in SalesForce.
  • Train and develop personnel to improve department efficiency and maintain high conversion rate for potential clients.
  • Listen attentively to client feedback and work with IT department team to introduce new services for improvement of verification process.
01/2019 to 03/2019 Teller Services Manager Oerlikon | Brunswick, OH,
  • Managed overall daily store operations by reviewing the reliability of new personal and business account openings (NAMES).
  • Demonstrated dedication to continuously improving sales abilities by pacing over 100% towards the individual sales goal and exceeding expectations each quarter.
  • Supervised, coached and mentored teller and platform staff in the absence of the Store Manager or Assistant Store Manager.
  • Assisted in minimizing potential losses by researching each item before approval (up to $250,000) and using sound judgment to prevent fraud.
  • Ensured that all security and audit procedures were followed to minimize potential risk and remain in compliance.
  • Assisted in managing Cash Recap, Cash Master reporting and cash limits in accordance with teller operation standards.
  • Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
11/2017 to 01/2019 Store Supervisor TD Bank | City, STATE,
  • Supervised the teller and platform teams in the absence of the Sales and Service Manager and Teller Service Manager.
  • Lead the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, and managing controllable expenses.
  • Coached team members to focus on customer experience by having needs-based conversations and offering financial solutions to meet Customers' needs.
  • Submitted a variety of loan applications (personal / Home Equity/ Commercial) to loan underwriters for verification and recommendation.
  • Approved financial transactions, up to $100,000, using sound judgment to minimize risk and potential losses from fraud.
  • Ensured team members fully completed required training prior to servicing Customers.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
10/2016 to 11/2017 Customer Service Representative TD Bank | City, STATE,
  • Conducted needs-based conversations and offered financial solutions to meet our Customers' needs
  • Originated loan applications (personal/Home Equity), prepared documents and conducted loan closings
  • Consistently executed appropriate behaviors to deliver a Legendary Customer experience in the Store
  • Made quality referrals to appropriate partners such as TD Ameritrade
  • Responsible for meeting individual performance metrics and successfully paced over 100% each quarter
  • Responsible for making sound decisions and timely problem resolution
  • Proactively reached out to Customers to deepen relationships through needs-based conversations and generate a loyal clientele
  • Demonstrated proficiencies in settlement of ATM, negotiable items, and other bank related equipment
  • Opened and serviced a variety of different accounts
Education
Expected in Candidate Bachelor's Computer Information Systems | Thomas Edison State University, Trenton, NJ GPA:

Attended from Feb 2018-Jan 2019

Expected in Candidate Bachelor's in History | Rutgers, The State University of New Jersey, , GPA:

Attended from Sept 2012- May 2017

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Resume Overview

School Attended
  • Thomas Edison State University
  • Rutgers, The State University of New Jersey
Job Titles Held:
  • Underwriting Bank Verification Manager
  • Teller Services Manager
  • Store Supervisor
  • Customer Service Representative
Degrees
  • Candidate Bachelor's Computer Information Systems
  • Candidate Bachelor's in History

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