Discussed financial options with members and provide informed suggestions to promote financial success and member well-being

Collaborated with members to maintain relationships and provide members with thorough support and guidance

Present financial plans to members based on analysis of financial status and goals

Performed banking, business administration and financial tasks to guarantee five-star service for clients

Assisted members with improving financial health by counseling on issues such as excessive spending and borrowing

Reviewed the paperwork of junior employees to ensure accuracy and timely completion, assisting with errors when necessary

Worked with clients to develop financial planning strategies and solutions through evaluation of finances

Performed banking, business administration, and financial tasks to guarantee five-star service for clients

Handled member complaints with relative ease by conducting research, listening carefully, and taking appropriate action

Proactively identified solutions for members experiencing credit issues

Explained very technical financial information to applicants in easy-to-understand language

Assisted members with improving financial health by counseling on issues such as excessive spending and borrowing

Built productive relationships with prospective members to drive sustained growth

Discussed financial options with members and provided informed suggestions

Collaborated with members to maintain relationships and provide members with thorough support and guidance

Presented financial plans to members based on analysis of financial status and goals

Worked with clients to develop financial planning strategies and solutions through evaluation of finances

Performed banking, business administration and financial tasks to guarantee five-star service for clients

Originated, reviewed, processed, closed and administered customer loan proposals

Recommended loan approvals and denials based on customer loan application reviews

Obtained copies of applicants' credit histories and review paperwork to determine feasibility of granting loans

Handled member complaints with relative ease by conducting research, listening carefully, and taking appropriate action

Proactively identified solutions for members experiencing credit issues

Explained very technical financial information to applicants in easy-to-understand language

Assisted members with improving financial health by counseling on issues such as excessive spending and borrowing

Worked with members to develop financial planning strategies and solutions through evaluation of finances

Built productive relationships with prospective members to drive sustained growth

Discussed financial options with members and provided informed suggestions

Collaborated with members to maintain relationships and provide members with thorough support and guidance

Presented financial plans to members based on analysis of financial status and goals

Analyzed client (Bank of America - BOA) firewall rules to locate rules in violation of firewall system protocol compliance

Researched rules to determine access and action information used to manage firewall rule remediation audit

Coordinated with client (BOA) the best way to remediate violations to bring firewall rules into system compliance

Organized remediation information in the system to support IT Department actions to be taken on rule violations (disablement, renewal, or reclassification)

Advised client staff on best practices to keep rules in compliance with firewall system protocol to aid in future audits

Created various Excel documents to assist with pulling metrics data and presenting information to data managers for concise explanations of best placement for needed resources

Produced monthly reports using advanced Excel spreadsheet functions