Experience

• 

  Canopy

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Quality Assurance Compliance Analyst (Remote)

    • Dec 2021 - Nov 2022

    Validate Compliance Analyst findings for accuracy. Review Loan Estimates, Closing Documents and Change in Circumstances for adherence to current and past regulatory compliance.Create informative guides around troubleshooting compliance ease results. Perform tolerance testing on Loan Estimates and Closing Disclosures to ensure regulatory guidelines are met. Provide dynamic feedback to Compliance Analyst  around accuracy and performance.Concisely and accurately report compliance findings to lender

  • Compliance Analyst (Remote)

    • Jun 2021 - Dec 2021

    Review Loan Estimates, Closing Documents and Change in Circumstances for adherence to current and past regulatory compliance Perform tolerance testing on Loan Estimates and Closing Disclosures to ensure regulatory guidelines are met.

• 

  BB&T

  • New Caledonia
  • Financial Services
  • 700 & Above Employee

  • Senior Relationship Banker

    • Aug 2019 - Jun 2021

    • Cultivate long-term relationships with clients in person and by phone, from opening new accounts to recommending financial solutions tailored to their needs.• Spearhead the loan origination process through gathering and managing client information, documentation, recommending fully appropriate products to fit customer needs, and closing the loan; employ risk assessment with day-to-day account openings and transactions; supported clients with documentation with respect to the mortgage process and maintenance to mortgages. • Conduct a wide array of daily branch functions, including opening and closing the branch, supporting the teller line, and helping to file reports.

  • Relationship Banker

    • Jan 2018 - Aug 2019

    • Delivered exceptional customer service in person and by phone, driving satisfaction and retention through the efficient management of all banking transactions (e.g. loan origination, account openings). • Performed branch administration according the bank’s demand and objectives.

  • Financial Services Specialist

    • Nov 2015 - Dec 2017

    • Identified clients’ financial needs to provide products and services, completing transactions efficiently in person or by phone.• Administered daily operations across the branch, such as recordkeeping and cash management.

• 

  Chili's

  • Southern Pines, NC

  • Server

    • Mar 2012 - Oct 2015
    • Southern Pines, NC

    • Maintained a professional tone while communicating with customers regarding orders, comments, payments, and complaints.• Quickly and accurately served guests at all times, including during peak rush hours, by writing and entering food orders for transmittal to kitchen staff.