Results-focused Administrative Assistant specializing in driving business growth, analyzing client needs, managing high-volume accounts, performing wide-ranging financial and loan processing tasks, and providing world-class customer service eager to offer 8 years experience toward maximizing an employer s success.

 

 

         Integral leader who streamlines processes to increase efficiency and productivity within high-volume environments.

         Out-of-the-box thinker who makes solid decisions to reflect positively on company well-being and client satisfaction.

         Ambitious self-starter who demonstrates superior attention-to-detail and sharp analytical abilities toward achieving goals.

         Skillful with Microsoft Office, PCS Software, Salesforce, eAcademy, Calyx Point 4.1, and Mortgage Tracker.

 

 

Administrative Support   New Business Development   Account / Data Management

Business Communications    Residential / Commercial Loans    Client Relationship Management

Financial Management    Client / Customer Services    Strategic Analysis / Planning

 

 

 

         Utilize broad scope of industry and professional services knowledge to open high net-worth personal and business accounts, including maintaining accounts by ordering checks, debit cards, fund transfers, and statement reconciliations.

         Process account files by running OFAC report, preparing risk assessments, and handling e-funds, along with submitting domestic and international wire transfers and ACHs and processing and closing residential and commercial loans.

         Optimize productivity levels by processing various daily / weekly reports using PCS software for loan officer review and board meetings, including managing Salesforce for department in tracking viable leads for new business opportunities.

         Assign and monitor all bank-wide training per FDIC guidelines using eAcademy.

 

 

         Drove business efficiency by performing tasks related to residential closings from order entry through to issuance of final title policies such as interpreting commitments, clearing defects, and coordinating and conducting closings with all parties.

         Expertly prepared all documents necessary to complete closings, disbursed funds, and handled accounting transactions.

         Built and sustained solid professional relationships while expanding branch business base to maximize profits, including attending open houses for single-family residences, builders, and developer accounts to initiate key marketing strategies.

 

 

         Met and / or exceeded business goals by analyzing customer needs for new home or refinancing loan applications, selling appropriate products, and supporting clientele with approval processes using Calyx Point 4.1 and Mortgage Tracker.

         Researched closed files to generate refinances and performed cold calls on leads from the national database directory.

         Contributed strong communication skills toward developing and maintaining relationships with lenders to learn about rates and products, along with negotiating with lenders and buyers to locate best programs for individual clients.

 

 

Bachelor of Arts in Communication Studies                                University of North Carolina at Wilmington

Licensed Notary Public                                                                                                            State of Florida

 

 

 

 

 

 

Date

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging [ Insert Job Title ] role, and am submitting my resume for your review.

 

I am excited to build a rewarding career with your company, and am confident that my professional skills can help to achieve your key objectives.  I can offer 8 years of solid experience in Administrative Support, New Business Development, Client Relationships Management, and Account / Data Management, and am well-versed in all facets of Residential / Commercial Loan Processes, Client / Customer Service, and Strategic Analysis / Planning.

 

To complement my background, please note that I hold a B.A. in Communication Studies from the University of North Carolina at Wilmington.  I am also a Licensed Notary Public by the State of Florida.

 

Currently, as a Private Client Services Administrative Assistant for NorthStar Bank, I utilize my broad scope of industry and professional services knowledge to open high net-worth personal and business accounts, including maintaining accounts by ordering checks, debit cards, fund transfers, and statement reconciliations.  Within this role, I also process account files, prepare risk assessments, handle e-funds, submit domestic and international wire transfers, and manage Salesforce for the department in tracking viable leads for new business opportunities.  As this is just a sampling of my job history, please kindly refer to my enclosed resume for additional experience.

 

You will find me to be a results-focused professional who can contribute superior attention-to-detail and sharp analytical abilities.  In addition, I can plan, delegate, and manage multiple tasks within deadline-driven environments while streamlining administrative and general business processes to increase productivity, efficiency, and quality.  For the sum of these aforementioned reasons, I believe I will prove to be an incredible asset to your team.

 

I look forward to hearing from you, and thank you in advance for your consideration.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy