Athally Gonzalez Email & Phone Number
Who is Athally Gonzalez? Overview
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Athally Gonzalez is listed as Wealth Management Banker at U.S. Bank at U.S. Bank, a company with 59540 employees, based in Grandview, Washington, United States. AeroLeads shows a matched LinkedIn profile for Athally Gonzalez.
Athally Gonzalez previously worked as Wealth Management Banker at U.S. Bank and Relationship Banker at Jpmorgan Chase Bank, N.A..
Email format at U.S. Bank
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About Athally Gonzalez
Athally Gonzalez is a Wealth Management Banker at U.S. Bank at U.S. Bank.
Athally Gonzalez's current company
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Athally Gonzalez work experience
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Relationship Banker
Administrative Assistant
- Assist with accountant and client request that come through the shared email inbox
- Scan in and autoflow tax workpapers (Bank Statements, 1098, 1099, W-2’s, etc.)
- Schedule appointments for the house accountants
- Coordinate office events and community activities
- Providing clients and Third-Party necessary documents
Escrow Post Closer
- Proficient working in ResWare
- Quality control review of executed final closing documents
- Review recordable and supporting vesting documents (Deed of Trust, Quit Claim Deeds, Death Certificates and affidavits)
- Working with internal departments, notaries, borrowers and lenders to obtain necessary corrections or delivery of original documents.
- Review and prepare files for disbursement with all the necessary invoices, shipping labels and remittance information
- Balance settlement statements and wires with lenders
Administrative Assistant
- Assist with accountant and client request that come through the shared email inbox
- Scan in and autoflow tax workpapers (Bank Statements, 1098, 1099, W-2’s, etc.)
- Schedule appointments for the house accountants
- Coordinate office events and community activities
- Depositing and posting AR collections
- Providing clients and Third-Party necessary documents
Escrow Assistant
- Review preliminary title to ensure a clear title can be delivered at closing
- Balance closing settlement statements with lenders
- Create the necessary disbursements for closing (utilities, taxes, commissions, etc.)
- Schedule closing appointments
- Assist assigned Escrow Officer with immediate needs for transactions
- Maintaining files and records up to date thru closing
Client Relationship Consultant
- Process and book all consumer-based loan applications, including Home Equity, while maintaining a minimum of $1,000,000 in personal pipeline at all time
- Experience in underwriting policies and guidelines
- Manage teller transactions to provide adequate approvals
- Pull daily reports for operational purposes and to analyze any missed opportunities
- Oversee a staff of 5 with daily operations while maintaining policy and procedure soundness
- Transaction override authority of $250,000
Universal Banker
- Process loan applications - minimum of $500,000 pipeline at all times
- Open consumer and business accounts
- Keeping track of branch goals to report to the team
- Process transactions- deposits, payments, withdraws, cashier checks - 90+ daily transactions
Peak Time Teller
- Process transactions- deposits, payments, withdraws, cashier checks - 90+ daily transactions
- Assisting with operational reports to ensure successful audit
Colleagues at U.S. Bank
Other employees you can reach at usbank.com. View company contacts for 59540 employees →
Pejuang Pemikir
Colleague at U.S. Bank
Banyuwangi, East Java, Indonesia, Indonesia
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EP
Erica Pacholke
Colleague at U.S. Bank
Portland, Oregon, United States, United States
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LW
Lynette Waneka
Colleague at U.S. Bank
Denver, Colorado, United States, United States
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JL
Jerad Laine
Colleague at U.S. Bank
North Bend, Ohio, United States, United States
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BR
Basavaraj Rangapure
Colleague at U.S. Bank
Hyderabad, Telangana, India, India
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TA
Theresa Anderson
Colleague at U.S. Bank
York, Pennsylvania, United States, United States
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JO
John Olson
Colleague at U.S. Bank
St Paul, Minnesota, United States, United States
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BS
Brent Simonson
Colleague at U.S. Bank
Hillsboro, Oregon, United States, United States
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MA
Manuel Aguilar
Colleague at U.S. Bank
Turlock, California, United States, United States
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RH
Robert Harwick
Colleague at U.S. Bank
Pittsburgh, Pennsylvania, United States, United States
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Frequently asked questions about Athally Gonzalez
Quick answers generated from the profile data available on this page.
What company does Athally Gonzalez work for?
Athally Gonzalez works for U.S. Bank.
What is Athally Gonzalez's role at U.S. Bank?
Athally Gonzalez is listed as Wealth Management Banker at U.S. Bank at U.S. Bank.
Where is Athally Gonzalez based?
Athally Gonzalez is based in Grandview, Washington, United States while working with U.S. Bank.
What companies has Athally Gonzalez worked for?
Athally Gonzalez has worked for U.S. Bank, Jpmorgan Chase Bank, N.A., Alegria & Company, P.S., Doma, and First American Title.
Who are Athally Gonzalez's colleagues at U.S. Bank?
Athally Gonzalez's colleagues at U.S. Bank include Pejuang Pemikir, Erica Pacholke, Lynette Waneka, Jerad Laine, and Basavaraj Rangapure.
How can I contact Athally Gonzalez?
You can use AeroLeads to view verified contact signals for Athally Gonzalez at U.S. Bank, including work email, phone, and LinkedIn data when available.
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