Courtney Barfield Email & Phone Number

Greensboro, North Carolina / Atlanta, Georgia

• Implement streamlined data uploading processes across multiple trading platforms, resulting in a 30% increase in efficiency.
• Facilitated collaboration and idea-sharing among team members, leading to the implementation of innovative solutions that maximized business and customer benefits.
• Conducted thorough verification of trade details, wiring instructions, and securities settlement.
• Manage weekly processing of over 350 foreign transactions supporting various lines of business, ensuring accuracy and compliance with regulatory requirements.
• Enforced regulatory compliance and company policies, resulting in efforts to decrease in risk exposure.

Greensboro, North Carolina

• Developed and implemented a comprehensive training program for staff, resulting in a 100% increase in team proficiency.
• Led a team of International Operations Specialists, ensuring smooth operations and timely completion of tasks.
• Spearheaded efforts to audit risk assessment to reduce documentation exception rating from 30% to 0%, enhancing operational efficiency and regulatory compliance.
• Effectively communicated timely production and status reports to management, enhancing transparency and informed decision-making processes.

Greensboro, North Carolina

• Acted as a liaison between internal and external customers and processing teams, fostering effective written and verbal communication and problem-solving.
• Established and maintained 250+ client files and records, ensuring compliance with procedures and regulatory requirements, resulting in a 100% audit pass rate.
• Conducted 21 randomly selected weekly transaction monitoring and reporting, ensuring compliance with regulatory and anti-money laundering requirements.
• Provided responsive customer service to traders and internal departments, enhancing client satisfaction and retention.
• Created and updated department Foreign Currency Agreements, Policies, Procedures, and Tax Reporting documentation, ensuring alignment with regulatory standards and best practices.
• Assisted in the setup and onboarding of customers for access to online account portal establishment, reducing onboarding time by 25% and enhancing customer experience.

Greensboro/Winston-Salem, North Carolina Area

• Prepared loan documentation in compliance with regulatory requirements, resulting in a 100% error-free record.
• Supported SVP Triad Region Construction Lending Relationship Manager, closing 386 units and generating over $113,000,000 in new revenue in 2016, exceeding annual revenue targets by 20%.
• Initiated and maintained continued communication with diverse stakeholders, ensuring efficient loan closings and meeting client needs, resulting in a 30% reduction in closing time.
• Reviewed and analyzed financial documents, identifying business needs, and determining appropriate solutions.
• Operated as one of only two CSAs in the Triad Region, managing a high-volume portfolio, maintaining superior client relationships and service.

Winston-Salem, North Carolina

Perfomed basic teller responsibilities, such as accepted client and commercial clients deposits and payments. Verified cash and cashed checks within the position's limits. Prepared daily balance as well as other bank related reports. Met bank training requirements. Followed all operating procedures as required. Learned the operation of the office and bank.

Winston-Salem, NC

Ensured the safety of the students in the program. Prepared educational and stimulating curriculum for the students. Prepared meals. Purchased food and materials. Monitored peer to peer relations. Encouraged and cultivated student's eduacational growth and development. Assisted students with homework. Interacted with parents.