Banking & Customer Service Specialist
Resume:
Uma Tulasi Kothapalli
RESUME OBJECTIVE
******.**********@*****.***
m
Banking experience with over 4+ years and 5+ of experience of providing excellent customer service, handling customer transactions, Marketing and promotions to customers.
12917 Timber Crossing Dr
Frisco TX 75033
SKILLS
EXPERIENCE
Financial Transactions
Certified in Series 6and
63.
Texas state health and life
insurance certified
NMLS
Strong Banking ethics
Superior Organization
Skills
Data Entry Skills Problem
Solving
Adaptability
Collaboration
Leadership
EDUCATION
Batcheler of science
Acharya Nagarjuna
University. A.P, India.
HIGH SCHOOL
ADVANCED DIPLOMA
S.V.R High School,
Vijayawada, A.P, India
Lending Assistant
Golden Bank – Dallas, TX / Jan 2020 – June 2020
• Assists commercial loans with the loan application process.
• Review and prepare documents for clients in a timely manner.
• Assist loan officers with loan documentation and requirements.
• Communicate with new applicants and existing clients regarding loan opportunities.
• Making outbound calls for clients and setup appointments.
• Perform data entry and other office duties as needed. Highly Involved in SBA (7A) & 504 Loans, E-Tran access and complete knowledge on 10-Tab.
• Processed in PPP loans for Phase 1 and Phase 2 from loan application to funding to customers.
• Processed Construction, Gas stations, Real Estate and Assets Loans.
Relationship Banker
JP Morgan Chase – Plano, TX / Oct 2021 – Till date
• Knowledge of the organization, products, and/or services
• Talking with customers to determine what types of financial products fit their needs.
• Communicating regularly with customers to build strong relationships
• portfolio and actively building new portfolio by making calls and follow up emails on daily basis.
• Working closely with Partners by actively sending referrals to investment and business banking.
• Assisting with financial transactions on existing accounts
• Investigating and resolving issues with customers’ finances, strong customer service skills and emotional intelligence.
• Documenting all interactions with customers.
• Expert in controls,compliance,opening and closing procedures. Account Receivables Associate
Zentech consulting Inc - TX / July 2017 – June 2019
• Process standard transactions for customers including invoice verification, cashing checks, balancing cash drawers, handling night deposits, correcting discrepancies.
• Dotted line responsibility for AR team processing invoices across multiple
• ACH Form setup for Automatic payment process with customers.
• Reconcile / Match invoice amount with respect to payment terms.
• Generate, monitor and review reports for the Monthly operational business reviews.
• Month, Quarter and Yearly closing with respect to AR process Manger
Hyderabad House Plano - TX / December 2014 – June 2017
• Process standard Cashier transactions for customers, Store expenses, including servicing client accounts, managing Point of Sale metrics (deletions, voids, cancels, refunds, discounts, and cash over/short), cashing checks, balancing cash drawers, handling night deposits, correcting discrepancies.
• Cash Handling more than $ 20,000 per day at restaurant.
• Process 25+ customer transactions per hour with extreme attention to detail.
• Generation of the daily cash reports at end of the day
• Sales target reached by doing Marketing and promotions based on customer loyalty programs register with Restaurant group.
• Assumed a leadership role in the absence of the supervisor and cash audits to prevent suspicious trends at the register.
Contact this candidate