Account Officer

Denise Bradley

Sherman Oaks, CA *****

*****************@*****.*** 310-***-**** www.linkedin.com/in/denisebradley1 FINANCIAL SERVICES PROFESSIONAL

Credit Cards ACH Loans Credit Lines

Client Relations Entertainment Banking Account & Portfolio Management PROFESSIONAL EXPERIENCE

FREELANCE BOOKKEEPER / LOAN SIGNING AGENT, LOS ANGELES, CA 2016 - PRESENT

• Responsible for day-to-day record keeping of accounts, including accounts payable, accounts receivable, bank reconciliation, journal entry posting, and financial statement preparation.

• Process loan advances, payments, payoffs, documenting and account transfers.

• Act as Loan Signing Agent.

CITY NATIONAL BANK, Beverly Hills, CA 2000 - 2016

Account Officer (2012 – 2016)

• Managed client relationships with high-net-worth individuals and Business Managers with complex operational and lending needs. Handled day-to-day banking, lending and investments operations. Supported 5 relationship managers (VPs) and 1 team leader (SVP).

• Provided banking services, resolved client issues, facilitated cross-departmental coordination, and ensured the delivery of critical, time-sensitive client transactions.

• Oversaw financial operations for portfolio of over 1K accounts, monitored clients including Business Management firms, actors, production companies and CPAs.

• Facilitated high-net-worth transactions and lending needs, oversaw account management, monitored cash flow and provided financial advice for complex clients requiring extensive operational expertise.

• Executed wires, trades, money movement, credit cards, client billing and loan operations.

• Prepared new account paperwork, monitored account set-up and addressed all follow-up issues.

• Performed loan accounting functions using loan system AFS (Automated Financial Systems).

• Managed calendar, scheduled meetings, arranged travel and completed special projects.

• Reviewed data and provided recommendations.

Personal Banking Officer (2009 – 2012)

• Coordinated all high-net worth client banking issues, delivered ongoing client needs analysis, resolved problems and facilitated opening of deposit and high-net credit card accounts. Processed payments and transactions including large-scale deposits, loans, credit lines and wire transfers.

• Developed and maintained client relationships, administered service, provided account management and resolved client issues.

• Strengthened and retained relationships with high-net-worth individuals and entertainment firms, increasing number of clients from 500 to 650 in 1 year.

• Acquired Notary Public certification, notarizing over 350 documents for Entertainment Division.

DENISE BRADLEY *****************@*****.*** PAGE TWO CITY NATIONAL BANK (Continued)

Administrative Specialist (2004 – 2008)

• Provided high-level administrative support for team of VPs and Account Officers; pulled reports, provided overdraft solutions and handled non-routine information requests with highly confidential and sensitive information. Facilitated new account initiation, loan applications and contracts.

• Provided administrative support to team of 2 relationship managers and 7 account officers, managing heavy calendars, travel arrangements and special assigned projects.

• Served as executive gatekeeper, handling all correspondence, coordinating client relationship events and processing expense reports.

• Cross-trained as Personal Banking Officer, leading to internal promotion in 2009. Receptionist (2000 – 2004)

• Greeted guests and provided administrative support for Entertainment department.

• Managed administrative duties for Entertainment Division SVP and support staff of 12, focusing on calendar management and event coordination, and troubleshooting client support.

• Scheduled client meetings, maintained office records, completed expense reports and distributed incoming mail, enabling client relationship team to focus on business development and account management.

TECHNICAL SKILLS

Microsoft Suite: Word Excel Outlook

Banking: SQN TSYS FIS M&I Online Synergy AFS Swiftsend Salesforce Box Storage DocuSign SCOPE Nautilus

EDUCATION

Associate of Applied Science (AAS), Business Administration, Santa Monica College Santa Monica, CA

Notary Public, State of California

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