Banking Professional Resume
Jean Adams
612Harmony Lane
Pleasantville, CA 94128
(925) 551-1555
Objective
Position using experience in banking, control office, managing databases, marketing, personnel management and customer service.
Summary
• employees assisted, mentored and trained new recruits and to simplify the procedures for repetitive work and improve productivity, efficiency and accuracy.
• Identification and implementation time and cost saving methods to improve profitability.
• Received numerous certificates of excellence to exceed productivity goals.
• Scheduled office staff to ensure coverage and a consistent workflow.
Exercise • Access to create, update and maintain databases accurate and detailed maintenance and queries, reports and forms.
• Data Integrity Generated monthly and quarterly, providing a clear basis for credit analysis.
• prepared and distributed the information required for government compliance.
• Maintaining complex Lotus spreadsheet used for management reporting.
• The creation and distribution of ad hoc financial reports.
• Record keeping the attention of office supplies and maintain inventory control.
Experience
Bank of America, in Spokane, Washington 2001 – Present
Group Head – Retail Lockbox Department
Monitor the workflow processing of payments of the utility, mortgage accounts, taxes, insurance, and business. Help scanning, coding, and send activity. The research account information, check sums, differences between the right and create reports. Monitor the extraction process, the internal and external customers. Make sure that the accounts are in balance and to help staff look-up and revaluations.
Bank of America, in Spokane, Washington 1996 – 2001
Database / Reporting Specialist – the business of credit institutions
Keep lists of credit group accounts for over U.S. $ 20MM. Creating databases through Access and FoxPro for the preparation of quarterly reports classified loans. Prepared marketing presentations and support all marketing efforts of the Department. Create catalogs of loans. Oversaw the creation and timely distribution of reports commercial mortgage portfolio. Prepared year-end 1099 reports.
Bank of America in Spokane, Washington 1993 – 1996
Team Leader – Commercial Credit region
Considered all inputs and outputs for final closure. Coordination of the activities of credit staff and regular mail. Maintains daily productivity and quality newspapers.
Bank of America, Spokane, Washington, 1990 – 1993
Claims Clerk – Payroll and Operations Staff
Verified time cards, salary reports prepared and made annual trips.
Medical professionals, Spokane, Washington 1985 – 1990
Office Manager
Defines the tasks and assigning medical specialists. Cure the responsiveness and quality of care provided. Occurred at the end of the month closing procedures, including preparation of payroll documents.
Education
Whitworth College in Spokane, Washington
Bachelor of Arts, Communications
Courses taken are:
• Information Technology • Public Relations • Oral Communication
• Interpersonal Communication Research Methods • • To write for the public media
1994 American Institute of Banking
Foundations Bank
Affiliations
Financial Professionals – Communications of the President and members
National Association of Urban Bankers – President of Fundraising
Certified Peer Counselor