Geraldine Williams
Fort Lauderdale, FL *****
****************@*****.***
Service-oriented and Financial Specialist with over fifteen years background in banking. Core competencies includes sales, marketing, operations, accounting and customer service as well as excellent communication and time management skills.
Handles tasks with accuracy and efficiency. My goal is to secure a position within a progressive organization utilizing these skills.
Work Experience
Administrative Assistant
Universal property and Casualty Insurance - Fort Lauderdale, FL
June 2021 to Present
•Notice of intent intake
•Managed large data projects, including workflow scheduling, data entry and accuracy verification.
•Monitor lockbox system, process outgoing drafts on appropriate claims
•Run report queries for management when requested or weekly reporting
•Prepare files for Litigation processing, comply and review documents for Attorneys
•Create and resolve workflows according to procedure guidelines
Data Entry Specialist
Motto-Wemlo Mortgage - Denver, CO
September 2020 to Present
Compiled data and reviewed information for accuracy prior to input.
Managed documents by organizing forms, making photocopies, filing records, preparing correspondence and creating reports.
Entered numerical data into databases with speed and accuracy using 10-key pad.
Identified data entry errors and reported to necessary departments.
Corrected any data entry error to prevent later issues such as duplication or data degradation.
Reviewed completed work for compliance with regulations.
Managed large data projects, including workflow scheduling, data entry and accuracy verification. Monitor lockbox system, process incoming checks to appropriate files.
Financial Specialist II
BankUnited NA - Tamarac, FL
September 2011 to September 2020
Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. Analyzed client capital structures and plans to determine financial viability and productivity of intended investments.
Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
Furnished requested financial data and reports to auditors, regulators and investors and prepared analysis to support risk management.
Performed data validation, produced financial reporting and managed projects and related tasks to reduce costs and increase revenue.
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Cashier Supervisor
Donna's Caribbean Restaurant - Lauderhill, FL
July 2002 to June 2013
Provides exceptional customer service, greeting and seating customers.
Service Orientation Management of Personnel Resources Operation and Control
Judgment and Decision Making Sales and Marketing Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities.
Explains, promotes, refers, or sells Bank products or services such as accounts, loans, money orders, and cashier's checks in the branch.
Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
Identify transaction mistakes when debits and credits do not balance.
Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposit and mail deposit Daily client services, issuing official checks, ordering debit cards assist with online banking, ordering checks, wire transfers, etc.
Assist in maintaining branch operational soundness and achieving branch goals.
Respond to customers inquires and complaints.
Direct and supervise other employees, engage in sales, inventory-taking, reconciling cash receipts, invoices, etc.
Monitor sales activities and employees performance to ensure that customers receive satisfactory services and quality goods at all times.
Branch Service Leader
Regions Bank - Oakland Park, FL
February 2009 to September 2011
Operates office equipment, such as fax machine, power points, type writers, copiers etc. And arrange for repairs when equipment malfunctions.
Commercial Teller/Vault Teller
SunTrust Bank
May 2000 to May 2000
Create, maintain, and enter clients information, St.
Elizabeth Parish Hire, train, and evaluate personnel in sales or marketing and services, promoting or firing personnel when appropriate.
Supervises all teller-related tasks and ensures completion of branch operational and compliance related task Supports the sales process through active referrals and coaching the teller line.
Disseminating information regarding procedural and operational changes or updates to branch staff. Provide coaching and training to mitigate non-credit losses and work with other corporate support departments such as security, corporate training and audit to ensure procedural consistency, adhere to internal controls and compliance with regulatory requirements.
Resolve customer and associate issues/problems in the absence of assistant branch manager. Scheduling branch staff to ensure adequate platform or teller line coverage.
Responsibilities consist of many daily tasks, which includes, ATM balancing, cash vault functions, commercial deposits, ordering supplies, etc.
Mentoring new tellers, solving problems, assist with complex transactions and sensitive member relations problems and explain policies and procedures to members while adhering to them as well.
Education
Associate of Science in Accounting
Florida Metropolitan University - Fort Lauderdale, FL
St. Elizabeth Technical High School - Fort Lauderdale, FL
Skills
•Customer Service-Oriented Data Security and Validation
Discrepancy Resolution Attention to Detail
New Account Setup Task Prioritization
•Debits & Credits
•Financial Report Writing
•Risk Management
•Accounts receivable
•Negotiation
•Accounts payable