• Completed high-complexity funding details, pricing rules, repayment schedules, and invoice set-up for principal/interest/fees for various clients within the Global Wealth Management LOB• Interpreted internal/external booking package documents and closing checklists and compared them against internal credit systems• Independently managed caseload to meet client and business partners’ expectations• Escalated appropriate risk items and service level breaches as well as worked on special projects as needed

• Performed review of loan, collateral documents, and loan packages throughout the booking process to ensure the bank’s security interests and to adhere established policies/procedures.• Executed credit and financial analysis on loan requests within both the Wealth Management and LatAm lines of businesses.• Collaborated with Management and Quality Control team members to handle over 100 case closures each month.

• Processed sales transactions accurately, ensure the cash register is balanced, and maintained knowledge of merchandise• Developed positive customer relationships through friendly greetings and excellent service with University students

• Identified potential problems and risks on the sales floor through my personal judgment and analytical ability to recognize what customers are looking for at Gap• Lead high school associates in a This Way Ahead Big Sib internship by serving as their go-to person for any questions they may have about training at Gap• Developed strong social skills by communicating effectively with customers and coworkers• Setup marketing displays in the store and maintained the fitting rooms

• Provided customer service to residents living in residence halls by answering questions, loaning out equipment, and processing mail/packages• Promoted a welcoming and safe community within University Housing with access to paraprofessional and professional staff who are on call for emergencies