FULL TIME
Resume:
ANNETTA JACKSON
Chicago , Il 60629
OBJECTIVE: 20 years of experience providing customer support in the Banking
Environment for retail and commercial customers. Commitment to customer service
With the ability to build productive relationships & resolve complex issues and win
Customer loyalty.
EXPERIENCE: 09-06-Present (Bank of America –aka-LaSalle Bank Chicago , Illinois )
Industry: Banking
Commercial Lending Services-Cash Collateral Analyst
: Monitor commercial loans whose principal collateral is
Accounts receivable that require daily review.
: Review commercial loans daily in excel worksheets to
Determine advance or pay down need, monitor reporting
Requirements, line of credit and collateral availability processing
Accordingly.
: Process and monitor new incoming loans on Eagle System to
Determine if potential clients are within lending guidelines for
Acceptance.
: Process weekly swap bonds for collateral valuation.
:Monitor under margin reports to ensure that loans are within current
day to day collateral status.
: Work within department to improve efficiencies by creating and
Implement processes approved by management.
08-88-09-06
Retail Account Services- Sr. Representative
: Responsible for completing multiple tasks within a 2 day KPI.
Tasks included: Removal of no-post holds.
: Bonds redemption.
: Open and set up safe deposit boxes.
: Process request for opened loans and mortgages.
: Monitor and process rate changes for certificates.
: Set up trust, saving, checking and escrow accounts.
: Provide branch support for Retail Help Desk and Bankers updating
Critical changes to customers accounts in a timely manner resulting
In increased efficiency and customer satisfaction. : Trained six to eight associates in computer operations contributing to
A faster and more efficient workflow.
: Volunteered to familiarize new employees with facility and job duties
Increasing new employee comfort and work productivity.
EDUCATION: Certificate, Washburn Trade School , Chicago Il
Diploma, Simeon Vocational High School, Chicago Il
TRAINING AND DEVELOPMENT: Numerous courses related to Customer Service,
Fraud Detection, Money Laundering,
Compliance, Protection and Privacy,
Commercial Lending, Teller and Banking
Services.
AWARDS: Employee of the month-Three Occasions
“Above & Beyond –Three Occasions
“One & Done Award
SUMMARY: A highly dependable, detailed-oriented Customer Service/Research
Representative with knowledge of finance. Able to work in a fast
paced environment using organizational and problem solving skills.
Able to handle multi-task workload and special projects.
Excellent oral and written communication skills.
COMPUTER SKILLS: Microsoft
Word
Excel
Word Perfect
Internet Explore
Lotus Notes
Mainframe (Mosaic, 3270, La Trend, Nexus Lexis)
Eagle
PCRDS
References available upon request
.
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