Michael Terry Email & Phone Number

San Antonio, Texas, United States

San Antonio, Texas Metropolitan Area

Analyze transactional activity for clients and entities for all financial activity on scheduled and unscheduled basis dependent on the trigger of the work item. Utilize and apply knowledge of BSA and AML laws and regulations with each review conducted and determine the next appropriate step from the investigation. Communicated with multiple departments on a daily basis to obtain information and communicate process improvements with management, wealth group executives, and branches. Coach and train peers from my team and other teams in different cities to improve their quality of work and ensure that all necessary information is captured and submitted in a timely manner. Work closely with direct unit manager and operations manager to collect and share minutes from meetings and to make sure team is up to date with all communications on a weekly, or as needed, basis. Took initiative in creating reports and inventory logs that would help assist the team in their monthly performance and easily identify urgent work items that need to be prioritized before other task.

San Antonio, Texas Metropolitan Area

Reviewed and analyzed case documents to help determine eligibility to receive Premium Assistance by the State of Massachusetts MassHealth program. Reach out to clients, employers, and insurance carriers to verify information for eligibility or clarifications. Verify proper documentation and input information in accurately to expedite process and issue out proper payments if necessary.

San Antonio, Texas Area

Provided dedicated professional assistance to credit union members and prospective members who were seeking consumer loans. Reviewed and evaluated consumer loan requests within designated limits as established in RBFCU loan policies. Processes a variety of consumer loans while engaging with bank members to build customer service relationships. Responsible to follow up with members as their transaction was to move forward to ensure that it was completed on time. Strived to meet daily productivity and approval ratio goals and ensure efficient and accurate loan decisions. Knowledgeable in problem-solving skills to identify needs, and educate members on banking products and services that improved their financial well-being and quality of life. Assisted management by reviewing and completing loan applications and performed other credit union tasks as required.

San Antonio, Texas

Provided excellent member service as a teller at the branch. Balance and reconcile cash box at the end of the day to ensure there were no discrepancies. Informed members and non-members of the products and services offered by the credit union; such as investment accounts, money markets, IRA’s, CD’s, credit cards, and loan options. Opened and closed savings and checking accounts, IRA accounts, money and market accounts. Provided attention to the particulars on the accounts of a deceased member and took the proper procedures on distributing the proper funds to the surviving beneficiaries. Performed other task as required.

Bachelor Of Business Administration - Bba, Finance

Associate Of Arts - Aa, Business Administration And Management, General, 3.0

High School Diploma