Experience

First Continental

• United States
• Financial Services
• 1 - 100 Employee

• Executive Administrative Assistant

  • Mar 2019 - Present

• Administrative Assistant

  • Mar 2019 - Present


Texan Bank
• United States
• Banking
• 1 - 100 Employee
• Lending Assistant/Bank Officer

  • Mar 2017 - Jan 2019

Spirit of Texas Bank
• United States
• Banking
• 1 - 100 Employee
• Lending Assistant/Assistant Vice President

  • Aug 2015 - Mar 2017


Frost Bank

• Insurance
• 1 - 100 Employee

• Lending Assistant-Commercial Real Estate

  • Dec 2011 - Jul 2015

  Responsible for performing administrative duties for Relationship Managers requiring knowledge of the bank's policies, practices, and organization. Responsibilities include assisting Relationship Managers with projects and implementation of policies within the department; preparing special reports, gathering and summarizing data; acting as liaison between Relationship Managers and other members of department; ordering or producing credit reports, verifying such things as titles, insurance and being aware of federal and state law compliance issues; reviewing loan documents for accuracy; handling Deposit and Loan Servicing duties for Commercial Loan customers, such as opening accounts, transferring funds, making advances on lines of credit, preparation of draw request for construction projects, preparing wire transfers; and organizing and maintaining files of correspondence, records, accounts receivable, customer financial statements, following upon pending matters such as overdrawn accounts and past due loans. Perform a variety of other administrative duties such as coordinating travel arrangements, and scheduling meetings. Help to organize events for customer appreciation. Show less

• Personal Banker

  • Jan 2009 - Dec 2011

  Responsible for identifying and meeting the needs of a select portfolio of customers. Provide a full range of banking services to individual customers including personal checking, savings and lending products. Manage an assigned portfolio of customers with a focus on acquisition, expansion and retention of customers. Maintain a high level of proficiency regarding all bank products, with a particularly high level of expertise on all deposit and loan products. Use sales opportunities to meet assigned personal sales goals for deposit and loan products by discussing personal financial needs with customers and recommending ways in which we can best serve the customer. Work effectively and amicably with all employees and customers. Made sure to keep abreast of all current products, technology and industry trends. Manage risk and actively practice loss prevention. Stay familiar with applicable policies, laws and regulations. Make sure that the quality of service given to customers is prompt, efficient, accurate and courteous. Worked with the schools in the area for fund raising events and participated in Chamber of Commerce activites. Show less



Central Progressive Bank

• United States
• Software Development

• Branch Manager

  • Nov 2008 - Dec 2009

  Responsible for all Customer Service Representative duties. Conduct Monthly Audits of all of teller drawers and verified correct balances. Held weekly meetings to ensure Branch personnel were educated and informed relative to changes in company policies, protocols, or upcoming CPB events. Effectively managed vault balances. Ordered money as needed from week to week. Sold money not needed for the following week back to First National Banker’s Bank. Handle all overdraft accounts for the Branch. Contact customers as needed to collect on overdrafts. Responsible for Show less

• Personal Banker

  • Nov 2007 - Oct 2008

  Responsible for greeting customers professionally. Maintained confidentiality regarding all customer and employee information and provided customers with account information, such as balances, rates, safety deposit box information and benefits for each account available to them. Ensured that the opening, closing, overnight deposit and mail logs were kept up to date. Made daily inquiries to check the General Ledger for tellers and for the branch to verify the information was correct from the previous date. Acted as back-up for the tellers if short staffed. Responsible for amicable customer conflict resolution. Opened IRAs, Checking, Savings, Certificates of Deposit and Money Market Accounts. Sold cashier checks and savings bonds. Activated both Cool Cash and Connection Cards gift certificates. Frequently acted as Branch Manager if they were busy completing other tasks or off-site. Show less



Parish National Bank

• United States
• Banking

• Online Banking Specialist

  • 2005 - 2007

  Enrolled customers in our online system. Provided customer service to both branch and customers with online support. Answered all questions received from the online system and from the web page. Input information for the Organized Checking system. Input Corporate and Link Agreements for accounts. Activated both E-pay and Secure Document Exchange customers. Completed transfers for customers from our online system as well as our Personal Touch System. Input account maintenance. Rebooted VNC server for the Personal Touch 24 system when necessary. Assisted colleagues in a variety of daily tasks. Show less

• Call Center Representative

  • 2002 - 2005

  Provided customer service to both the branch and customers of the bank. Was required to be educated and up to date relative to bank products, services and procedures. Keyed in transfers from our Personal Touch system.

• HR Assistant

  • 2000 - 2002

  Balanced insurance for the bank employees. Balanced 401K for bank. Tested applicants for a variety of positions. Ordered all uniforms for bank personnel. Assisted Director of Human Resource as needed.