Experience

Riverview Bank

• United States
• Financial Services
• 100 - 200 Employee

• Vice President/Branch Manager

  • Jul 2022 - Present

• Branch Manager

  • Jul 2022 - Present

• Branch Manager

  • Jul 2022 - Present



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Closer

  • Oct 2020 - Jul 2022

  Support complex mortgage closing operations and transactional and customer-focused tasks related to Loan Closing.Provide clients with customer support services while continuously identifying and capitalizing on new opportunities to improve the customer experience.Work with the team, settlement agents, and internal and external customers

• Personal Banker and Financial Crimes Specialist

  • Mar 2016 - Oct 2020

  Managed, investigated, and determine next steps regarding financial crimes by conducting product information, terms, conditions, and contract research.Served as an intermediary between parties to resolve disputed matters and negotiate and enact settlements.Ensured compliance with Regulation ZManaged, opened, and maintained accounts, balanced cash receipts, and prepared daily deposits to meet daily client banking needs.Analyzed client credit needs and requests, qualified borrowers, and recommended loan products to help each client meet their personal banking and financial goals. Show less



Union Bank

• Private Bank Associate

  • Feb 2011 - Mar 2016

  Opened and maintained customer accounts, balanced cash receipts, and prepared daily deposits for clients as needed. Analyzed client credit needs and requests, prepared write-ups, qualified borrowers, and recommended loan products while providing information to clients on tax implications, estate planning, and risk management. Maintained records, authorized account changes, compiled and completed reports for cashiering, and assisted with Accounts Receivable. Opened and maintained customer accounts, balanced cash receipts, and prepared daily deposits for clients as needed. Analyzed client credit needs and requests, prepared write-ups, qualified borrowers, and recommended loan products while providing information to clients on tax implications, estate planning, and risk management. Maintained records, authorized account changes, compiled and completed reports for cashiering, and assisted with Accounts Receivable.



Doubletree by Hilton Vancouver

• Vancouver, WA

• Night Auditor

  • Sep 2014 - Jan 2016

  Oversaw front desk operations including guest check-in/-out, cash management, and scheduling reservations in-person and over the phone to meet the needs of guests from all over the world. Performed daily financial analysis of cash flow and resolved discrepancies within fiscal data. Provide training to other employees on policy, procedures, and job duties in alignment with organization standards. Oversaw front desk operations including guest check-in/-out, cash management, and scheduling reservations in-person and over the phone to meet the needs of guests from all over the world. Performed daily financial analysis of cash flow and resolved discrepancies within fiscal data. Provide training to other employees on policy, procedures, and job duties in alignment with organization standards.



Office Depot

• United States
• Retail Office Equipment
• 700 & Above Employee

• IT Product Specialist

  • May 2006 - Aug 2014

  Led custom engagements for Technology products and services to assess customer needs, drive conversions, and optimize the overall customer experience from initial inquiry to checkout. Mainainted product inventory and built longterm customer relationships by leveraging knowledge of advanced Technology products and services to meet customer needs. Provided technical support to customers by conducting troubleshooting breakdowns, performing preventive maintenance; removing viruses and malware, and installing memory and new software. Show less



US Bank

• Vancouver, WA

• Universal Associate

  • Feb 2007 - Nov 2010

  Opened and maintained customer accounts, balanced cash receipts, and prepared daily deposits for clients while proactively identifying and resolving errors to ensure transaction accuracy and regulatory compliance. Worked directly with clients to identify loan product needs and open loan accounts. Connect with businesses in the community to develop new relationships with US Bank. Train and assist tellers with product information. Opened and maintained customer accounts, balanced cash receipts, and prepared daily deposits for clients while proactively identifying and resolving errors to ensure transaction accuracy and regulatory compliance. Worked directly with clients to identify loan product needs and open loan accounts. Connect with businesses in the community to develop new relationships with US Bank. Train and assist tellers with product information.