Customer Service Management

Julia Rutkowski

***** ******** ****** ********, **** 44107 mobile: 216-***-**** email: **************@***.***

PROFESSIONAL SUMMARY

Proven and committed Banking/Finance professional with extensive sales, relationship management, and administrative

experience in fast-paced environments. Provided administrative support with a focus on company mission and values.

Consistently demonstrated project management, leadership, analytical and communication skills.

EDUCATION

Baldwin Wallace College, Berea, Ohio

Bachelor of Arts, Business Administration

ADMINISTRATIVE AND CUSTOMER SERVICE EXPERIENCE

Provided superior, reliable customer service to both internal and external clients. Primary point of contact.

Regular communication with all levels of management, legal counsel, title companies, accountants and appraisers.

Performed administrative duties for senior managers, mid-level sales managers, human resource managers, and credit

managers. Handled sensitive, confidential information on a regular basis.

Demonstrated attention to detail while transferring and disbursing monies to and from client accounts.

PROJECT MANAGEMENT EXPERIENCE

Established internal audit practices via written policies and forms. Participated in and conducted audits.

Prepared internal and external reporting on a weekly, monthly, quarterly and yearly basis using data management tools.

Compiled results for presentation and reported positive and negative trends.

Organized departmental moves and updated computer and filing systems. Planned client and vendor functions.

Handled multiple projects with varying degrees of difficulty and priority.

PLANNING AND ANALYSIS EXPERIENCE

Managed activities relating to a loan portfolio to include processing payments, tracking delinquencies, loan

modifications and provided assistance in financial structuring of loans.

Interpreted personal financial statements, profit and loss statements, income and balance sheets in order to make sound

credit decisions.

Compiled information in the areas of savings and investments, insurance, trust and estate planning in order to evaluate

overall financial stability of the client. Presented findings to client in person.

Reviewed all documentation provided to clients for content and accuracy.

RELEVANT STRENGTHS

Excellent communication, organizational and people skills

Flexible with strong work ethic

Self-starter, detail oriented, efficient at multitasking, able to work independently.

Knowledge of business principles

WORK HISTORY

Neighborhood Progress, Inc. – Cleveland, Ohio Relationship Manager – Business Banking, 2003-2006

Loan Fund Administrator & Loan Officer, 2012-2013

Key Bank National Association, Cleveland, Ohio

Home Care Provider, Lakewood, Ohio Relationship Associate – Wealth Management, 1998-

Caregiver, 200*-****-****

Key Bank National Association, Rocky River, Ohio Key Bank National Association, Cleveland, Ohio

Financial Advisor – Private Banking, 2006-2008 Relationship Associate – Community Development

Lending, 1996-1998

Key Bank National Association, Brooklyn, Ohio

Key Bank National Association, Cleveland, Ohio Administrative Secretary – District Administration,

Administrative Secretary – Community Development 1993-1995

Lending, 1995-1996

Key Bank National Association, Cleveland, Ohio

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