Experience

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  GM Financial

  • Lynnwood, Washington

  • Senior Credit Analyst

    • Oct 2011 - Present
    • Lynnwood, Washington

    Responsible for researching and analyzing credit risks, assessing credit history and approving or denying extension of credit to potential customers while maximizing portfolio revenue by practicing sound underwriting judgment and risk management principles.

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  Vertafore

  • Bothell, Washington

  • Product Support Rep - Accounting

    • Jun 2010 - Oct 2011
    • Bothell, Washington

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  Corporation Service Company

  • Mukilteo, Washington

  • Account Manager

    • Jan 2006 - Jan 2010
    • Mukilteo, Washington

    CSC (Formerly Diligenz), Mukilteo,WA Web-Based UCC Portfolio/Risk Management SolutionMember of client relations team displaying successful history of cultivating and maintaining relationships with Fortune 500 clients.•Account Portfolio Management - Maintained exemplary levels of service and retention for a base of 300 assigned accounts. Managed Uniform Commercial Code (UCC) Portfolios for the top 200 financial institutions and Forbes 500 clients including Wells Fargo, US Bank and Comerica. •Customer Service - Answered an average of 1500 inbound client relations calls per month providing technical, accounting, billing and sales support.•Sales - Consistently increased same client sales by 8-10% within my assigned accounts for the last three years. Generated above average number of sales leads.•Project Management / IT - Partnered with clients to assess current workflow in order to better tailor our Web Services to their needs. Efficiently managed nation-wide data import projects for many of the Top 200 ABA Financial institutions, which included working with Operations and IT Departments to meet project deadlines.

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  Citybank

  • Operations Assistant Manager

    • Jan 2000 - Jan 2006

    Originally hired as a Float Teller and promoted quickly through multiple positions to Assistant Operations Manager. Previous positions held with the branch were Drive-up Teller, Vault Teller and New Accounts Representative.•Business Development - Opened an average of 50 accounts per month including Business, Personal, IRA and Certificates of Deposit. •Team Leadership - Trained new employees and educated staff and clients on bank policies. Supervised and lead daily team workflow •Branch Operations - Monitored branch overdraft, excessive transactions, new accounts, and large deposit reports to ensure that accounts were running smoothly and to prevent operating at a loss for that day. Maintained a teller drawer with close to a 99% balancing record. •Record Retention - Managed report retention to ensure that records were kept in line with Sarbanes-Oxley (SOX) requirements.