Frederic Doree Email & Phone Number

Richmond, Va, Us

Richmond, Virginia, United States

Richmond, Virginia Area

- Retrieve and prepare data using IBM Cognos/SQL and Microsoft Excel- Analyze, format, and present data using Python and Microsoft Power BI- Partner with individuals across the organizations to provide and validate data, workshop ideas, and bring projects to fruition.- Upload data and prepare reports and dashboards in nCino/Visible Equity and Adaptive Insights.- Identify and implement process efficiencies, provide data-backed insights and recommendations, and focus on innovation.

Richmond, Virginia Area

- Reviewed and decisioned consumer loan requests to balance members' financial needs with the stability and performance of the company.- Reviewed credit reports and other pertinent information to assess risk on a case-by-case basis and offer additional opportunities when appropriate.- Presented creative solutions to help members meet their financial goals when the original request could not be granted.- Used HTML and Javascript to create a browser-based template to promote clear, concise, and uniform communication of relevant information.- Used Microsoft Excel to track and analyze results and trends in lending decisions.

Short Pump

- Built a strong team of existing and new employees through leadership and coaching. Developed teamwork and excellence in areas of operations, sales, and service, while remaining aligned with the company’s core values.- Assisted customers with day-to-day transactions, resolved escalated situations in a mutually beneficial manner, assisted teammates with complex customer situations.- Reviewed and promoted branch performance through expense control and general ledger monitoring and reconciliation, creation and implementation of sales strategies, and report monitoring.- Maintained a controlled environment in all branch areas by performing audits, reviewing adherence to and knowledge of pertinent policies and regulations, and reviewing and retaining appropriate documentation.- Originated, processed, funded, and documented consumer loans. Researched and cleared loan exceptions. Reviewed loan portfolio for new opportunities and contacted existing and prospective customers as needed.- Generated business through phone call campaigns, in-branch sales effort, and inter-departmental referrals and communication.

- Responsible for the operational management and soundness of the branch, including cash audits, physical security, safe deposit boxes, and general adherence to policy- Responsible for managing the entire branch in the absence of the branch manager, including sales, service, and communication with other departments- Made sound risk-based decisions to minimize losses- Observed and coached staff on operations, sales, and service- Assisted members with accounts, lending, escalated situations, and other needs while adhering to policy and regulatory requirements.

- Responsible for the efficient functioning of the teller line, including staffing, scheduling, cash orders, and check approvals.- Performed random audits on teller drawers and work to ensure accuracy and compliance to written policy.- Performed transactions for members while adhering to policy and regulatory requirements.

Mechanicsville, Virginia

- Responsible for the operational management and soundness of the branch, including cash audits, physical security, check processing, and general adherence to written policy- Responsible for managing the entire branch in the absence of the branch manager, including sales, service, communication with other departments, and escalated customer situations.- Performed transactions for customers while adhering to policy and regulatory requirements.

Master'S Degree, Accounting And Finance, 3.98

Graduated with a 3.98 GPA from a Master's Degree program in Accounting and Financed while working full-time.

Master Of Arts (M.A.), English Language And Literature/Letters

Activities and Societies: Student organizationGraduated with honors from a linguistics-based English major/Dutch minor program. Spent two.

Bachelor Of Arts (B.A.), English Language And Literature/Letters

Activities and Societies: Student event organization committee