Versatile Leader: Collections, Banking & Operations

Colleen Trela

**** ******* ***** **. *** C* Aurora, IL 60504 630-***-**** ********@*****.***

Profile

Friendly and engaging team player and leader, able to inspire staff to perform their best. Detail oriented and experienced in various phone negotiations including consulting, sales and collections.

Experience

BUSINESS TO BUSINESS COLLECTION AGENT BIEHL & BIEHL, INC. MAY 2025-PRESENT

· Responsible for commercial collections on a book of approximately 800 debtors

· Responsible for skip tracing to find business owners that can no longer be located

· Responsible for adhering to all FDCPA practices while collecting

MAINTENANCE TECHNICIAN WALMART JANUARY 2025-JULY 2025

· Responsible for cleaning of all store areas including bathrooms, break rooms, warehouse

· Responsible for use and maintenance of drivable floor scrubbing machine

· Responsible for training new maintenance technicians

SALES AND SERVICE MANAGER BMO BANK NOVEMBER 2022-OCTOBER 2024

· Train and coach 3-5 associate bankers on the teller service line, managing to quarterly goals for referrals, direct sales and customer satisfaction

· Increased sales production by approximately 80% on the teller service line in less than 6 months of hiring

· Responsible for daily branch cash management including ordering and selling cash to vendor and auditing vaults and cash drawers daily

· Responsible for completing monthly audits of and maintaining paperwork necessary to pass biannual audits including; debit card audits, cashier’s check and money order audits, cash shipment audits, cash drawer audits, night depository audits

· Responsible for keeping all branch employees informed on new sales products and promotions as they change via branch huddles

· Responsible for ordering and maintaining all branch supplies

· Responsible for maintaining the branch employee schedule

ASSISTANT VICE PRESIDENT OF LENDING ROYAL UNITED MORTGAGE APRIL 2019AUGUST 2022

· Lead a team of 4-6 mortgage loan originators, managing to weekly sales goals and monthly loan closing goals

· Licensed in 7 states to originate mortgage loans, as well as federally licensed with an NMLS identifier

· Responsible for warm-lead phone sales, with a goal of a two-call close and paid appraisal

· Before managing a sales team, was promoted to a Loan Advisor Development Manager who trained newly licensed loan advisors on the company’s sales process

OPERATIONS MANAGER, ACTUARIAL DEPT LAUTERBACH & AMEN, LLP AUGUST 2000DECEMBER 2018

· Managed daily operations for actuarial department of a governmental accounting/auditing/consulting firm including;

· Managed project completion for 500+ annual reports for various units of government

· Consulted with clients via phone regarding annual actuarial results

· Attended annual board meetings of clients to present actuarial valuation results

Education

-SOME COLLEGE COMPLETED AT NORTHEASTERN ILLINOIS UNIVERSITY, 2001-2003

-NMLS #1852606

-Notary Public

Skills & Abilities

· Experienced customer service provider

· Calm under pressure

· Proficient with standard banking systems

· Experienced manager

· Excellent interpersonal and communication skills · Positive personality

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