DEAVERA LOCKHEART

**** ****** **

Atlanta, GA. **349-3115

770-***-****

aczfe8@r.postjobfree.com

Summary

Highly organized, customer oriented, energetic, and resourceful professional with over 15 years in administration, customer service, banking and project coordination.

CORE STRENGTHS

Computer proficient in Microsoft Word, Excel, and PowerPoint

Capable of balancing multiple tasks with minimum supervision

Excellent time management skills and sensitive to deadlines

Demonstrated ability to work accurately and effectively in a fast paced environment

Reputation for excellent work standards, dependability, and results driven

PROFESSIONALEXPERIENCE

Citizens Trust Bank, Commercial Banking Division, Atlanta, GA 2/2014 – 12/2016

Sr. Administrative Relationship Associate

Provide administrative support to Director and Senior Commercial Lenders

Prepare packets for commercial loan closings

Review and proof loan closing documents

Prepared Board Members meeting loan review packages

Generate weekly/ monthly projection and production reports

Execute loan advances and transfers

Train new lenders on software

Manage incentive plan for Relationship Managers

Generate customer communication and mailings

Establish and maintain database of various professional and trade associations and key contacts

Enter new loans into database

Research and resolve client inquiries

Greet customers

Answer phones, emails and distribute internal/external mail

Prepare FedEx packages for shipment

Scheduled travel/hotel arrangements

Maintain Senior Relationship Managers calendars

Schedule conference rooms for meetings

Assist in marketing, planning, organizing events

Electronic Filing and scanning

Prepare memos and letters

Liaison for department facilities

Coordinate /order catered food

Complete expense reports

Order Supplies

Maintain office machines

U.S. Trust Private Wealth Portfolio Manager Asst, Atlanta, GA 6/1999 – 5/2013

Provided administrative and analytical support to Investment Portfolio Managers

Prepared client presentations, recommendations

Buy/ Sale stocks and mutual funds

Execute trades

Research client inquiries; document, maintain, and update client

account activities

Assist in the completion of Investment Action Plans and new account reviews

Assist with Reg 9 (compliance) reviews

Asset Allocation monitoring

Monitor portfolios for bond maturities,

Manage PM client facing schedule

Answer phones and respond to e-mails

Scheduled travel arrangements

Perform various office tasks; distribute reports,

E-filing, imaging and mailing of documents

Identify and track opportunities for enhanced customer relationship

Weekly reporting of risk items

Investment Review Committee secretary

Ad hoc projects

Prudential Bank and Trust, Customer Service Manager –Call Center Atlanta, Ga. 8/1994-4/1999

Managed a team of 12-15 associates in a credit card environment

Ensured daily/monthly goals were met

Monitored phone calls

Provided ongoing feedback to team

Administered annual reviews

Education

Dekalb College, Decatur, GA

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