Sommer Combs Email & Phone Number

United States

Richmond, Virginia, United States

As an accomplished Remote Operations Specialist with experience as a Portfolio Operations Specialist, I have consistently provided invaluable support to Financial Advisors in managing various account operations tasks. With a strong focus on efficiently and accuracy, I excel in preparing, processing, and tracking new account paperwork to ensure seamless onboarding processes. My expertise in processing money movement requests ensures timely and accurate transactions, while my ability to assist advisors in resolving inquires guarantees exceptional client satisfaction. My thorough understanding of general client account servicing allows me to address a wide range of client needs efficiently and effectively.In addition to my operational responsibilities, I have demonstrated proficiency in account set up and maintenance, specifically utilizing the Orion platform remotely. By updating balances in planning software, I contribute to the accurate financial reporting.Furthermore, I am committed to maintaining well-organized electronic client records. By meticulously documenting and archiving information, I ensure easy accessibility and enables seamless collaboration for both remote and on-site team members.My skills set as a Remote Operations Specialist extends beyond operational tasks. With exceptional communication and collaboration abilities, I have effectively worked with team members from a distance, leveraging remote communication tools to ensure continuous collaboration and seamless operations. With exceptional attention to detail, strong problem-solving skills, and the capacity to deliver exceptional service from a distance I am confident in my ability to contribute to the success of any team.

Richmond, Virginia Area

Highly knowledgeable and experienced Consumer Lending Branch Manager with 14 years of expertise in the financial industry. Demonstrated success in managing branch operations, ensuring compliance with underwriting guidelines, and meeting regulatory requirements. Skilled in analyzing financial ratios, assessing credit risk, and resolving underwriting and regulatory issues to maximize profitability and efficiency. Proven ability to provide comprehensive financial and production reports, monitor outputs, and implement training and development programs for staff.Underwriting and Risk Management: Proficient in maintaining up-to-date knowledge of underwriting guidelines and compliance with company, state, and federal regulations. Experienced in analyzing financial ratios and related data to assess credit risk and resolve regulatory issues promptly.Operational Efficiency: Skilled in measuring the profitability and efficiency of office workflow through financial and production reports. Proficient in monitoring outputs, including billing notices, collections, and delinquencies, and implementing strategies to optimize performance.Training and Development: Proven ability to train and develop staff to ensure compliance and quality control of office operations. Experienced in providing continuous education on underwriting guidelines and regulatory requirements to enhance staff performance and maintain a high standard of service.Financial Analysis and Reporting: Strong expertise in reading and interpreting profit and loss statements to ensure adherence to growth and budget goals. Proficient in analyzing data on applications and accounts, preventing processing errors and inaccuracies for the client. Customer Service Excellence: Committed to building and maintaining loyal client relationships through superior service daily. Skilled in providing personalized financial solutions and resolving client concerns to ensure a positive experience.

Richmond, Virginia Area

Experienced vault teller with a strong background in customer service and managing cash transactions. Skilled in building relationships and providing quality care to a high volume of clientele. Proficient in multi-tasking, general clerical duties, and handling billing functions. Demonstrated expertise in managing personal money drawer and ensuring accurate balancing. Effectively managed the vault, including ordering cash, balancing the vault twice a day, and maintaining adherence to safety protocols as per bank requirements.

Master Of Business Administration - Mba

Bachelor Of Science (B.S.), Management Information Systems, General

Associate Of Arts (Aa), Business Administration And Management, General