Willy A. Lokiru

*** ***** ******* *******, **********, TX 75057

Cell: 801-***-****

Email: ad4bcj@r.postjobfree.com

EDUCATION:

UNIVERSITY OF UTAH

Bachelor of Science in Economics, Salt Lake City, Utah Graduated May 2016

Property & Casualty Insurance License

EXPERIENCE:

Treasury Management Support

Texas Capital Bank, Richardson, Texas 03/2022 – Present

Assisted Relationship Managers and Sales Officers with preparing client applications, agreements, and other required documentation, during the onboarding process.

Implemented new products and services for clients in a timely manner and trained them on the appropriate use of the product.

Researched and collaborated with various departments to resolve client related system issues with online banking and money movement.

Performed routine operational tasks, including report reviews, file transfers, and audits, in a timely and efficient manner.

Served as the department-wide product expert on INITIO, a software that enables clients to open multiple commercial accounts at once.

Provided training to clients and banking personnel on various treasury products as requested, including Lockbox, ACH, Wires, Reports, Business Bill Pay, Remote Deposit Capture, Positive Pay, Cash Vault, etc.

Managed the comprehensive review and approval process for implementation product requests initiated by the support team.

Treasury Conversion Specialist

Harland Clarke, Salt Lake City, Utah 03/2019 – 02/2022

●Led the conversion of treasury management systems, overseeing data migration, configuration, and integration.

●Conducted training sessions to facilitate a smooth transition and empower staff to maximize system capabilities.

●Developed and executed comprehensive project plans, ensuring on-time completion.

●Collaborated with cross-functional teams to conduct testing, identify issues, and implement corrective actions.

●Established strong relationships with treasury system vendors and financial institutions to resolve technical challenges.

●Ensured compliance with industry regulations and internal policies, maintaining data accuracy and integrity.

●Generated weekly progress reports for management team.

Client Service Associate

Morgan Stanley, South Jordan, Utah 09/2016 – 02/2019

●Processed client requests, resolved inquiries, provided guidance, and made sure key account information and documentation remained current.

●Cultivated and enhanced new and existing client relationships through active communication with clients and Financial Advisors.

●Identified and implemented solutions that support clients’ needs including banking products and services.

●Onboarded and maintained client accounts, including collecting client information and required documentation.

●Processed money movement transactions including Wires and ACH payments.

●Actively engaged in internal training and education programs, including banking policies and regulations, and firm strategic priorities.

●Performed administrative duties that support Financial Advisors in daily business practices.

Insurance Agent

USAA, West Valley City, Utah 05/2015 – 09/2016

●Developed and managed a client base through networking and building relationships.

●Assessed clients' insurance needs and recommended suitable coverage plans.

●Clearly explained policy features and benefits to clients.

●Customized insurance packages to align with clients' individual circumstances.

●Processed new policies, renewals, and policy changes accurately and efficiently.

●Addressed clients’ inquiries and concerns promptly and professionally. .

●Achieved and exceeded sales targets and performance goals.

●Maintained accurate documentation of client interactions and transactions.

SKILLS:

Financial Analysis

Problem solving and critical thinking.

Project management.

Ability to collaborate effectively with diverse teams.

Written and verbal communication

Attention to detail and a commitment to data accuracy.

Adaptability

Compliance and regulation

REFERENCES:

Available upon request.

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