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HOA Relationship Banker
I analyze operational, and financial data to reduce risk and improve high-volume processes.
United StatesHOA Relationship Banker at Western Alliance Bank
Managed a $900M HOA portfolio, analyzed operational reports, resolved exceptions, and coordinated account transitions. Supported sales officers with client analysis and relationship management.
Portfolio ManagementOperational ReportingException ManagementAccount ResearchRelationship Management
Reduced high-risk operational losses by over 90% through analysis and decision-making. Provided operational oversight, conducted audits, and collaborated on digital banking software implementation.
Operational RiskCompliance AuditsQuality ControlProcess Improvement
Arizona Financial Credit Union
Analyzed member financial needs and developed solutions, processed lending products, and collaborated with lending partners. Managed multiple priorities while maintaining service standards.
Financial AnalysisLendingRelationship ManagementAccounting ResearchCustomer Service
Arizona Financial Credit Union
Developed financial plans, processed loan applications, and resolved account discrepancies. Maintained customer service survey results of 90% or higher monthly.
Financial PlanningLoan ProcessingAccount ResearchCustomer ServiceProduct Knowledge
Arizona Financial Credit Union
Processed financial transactions, assisted with auditing and balancing, and recommended products. Trained new employees on NCUA policies and procedures.
Cash HandlingAuditCustomer ServiceTrainingRegulatory Compliance
Maintained a 99% audit grade for three years, analyzed student data, and coordinated transitions. Cross-trained staff on academic and behavioral strategies.
ComplianceData AnalysisDocumentationTrainingProcess Improvement
Bachelor of Science in Business Management and Finance from CUNY Brooklyn College.