Clerk

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Texas *****

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**@*****.***

OBJECTIVE Financial Services Clerk

Operations Support / Customer Service / Project Management

SUMMARY OF QUALIFICATIONS

Hard-working, caring and team-oriented professional who possesses more than a decade of diverse financial management experience, including most recent tenure as new accounts representative for BBVA Compass (formerly Guaranty Bank)..

Relied on exemplary strategic planning and research to process approximately 100 new account requests per day within a 24-hour turnaround time.

Ensured accurate account initiation and timely funding of 25 new accounts per shift, including checking, savings, certificates of deposit, individual retirement accounts and health savings accounts.

Enter any venture focused on success, relying on exemplary relationship management and communication skills to ensure organizational goals for department productivity and client satisfaction are met or exceeded.

OVERVIEW OF OPERATIONS SUPPORT SKILLS

Strategic Planning Plan Implementation Retail Sales Critical Thinking

Accounting Client Relations Customer Service Reporting

Promotions Special Events Communications Problem Solving

EDUCATION

Oklahoma City Vocational-Technical Training Center

Administrative Support Program n Oklahoma City n 1984

Also attended Oklahoma Community College, studying Accounting

TECHNICAL APTITUDE

Proficient with MS Office and Applications (Word, Excel, Outlook, etc.)

Type 65 wpm n Proficient with office support (Faxing, Filing, Copying, etc.)

PROFESSIONAL EXPERIENCE

BBVA COMPASS (formerly Guaranty Bank) (Austin) 2006-2010

NEW ACCOUNTS REPRESENTATIVE

Relied on exemplary strategic planning and research to process approximately 100 new account requests per day within a 24-hour turnaround time.

Provided follow-up contacts with applicants, advising of acceptance (60 percent of applicants based on data provided by Chexsystem and DCS) or declination. Attempted to provide applicants who were denied opportunities to seek related services.

Funded 25 new accounts per shift, including checking, savings, CD's, IRA's and HSA's.

Processed styling changes including revocable trusts, business accounts, name changes, and additions of beneficiaries.

TEMPLE INLAND FINANCIAL SERVICES (Austin) 2002-2005

MORTGAGE CLERK

Worked with customers and others making inquiries to generate payoff statements for mortgage accounts as requested. Processed verification of mortgage for customers and remitted payoff statements and verification of mortgages after authorization.

TALBOT'S (Austin) 2004

SALES ASSOCIATE

Help customer coordinate outfits, if size not available in the store, I contact other locations to check availability and request they hold outfit for 24 hours to 7 days for customer.

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