At Milestone Bank, I processed weekly wire and ACH transactions while meeting deadlines and following documentation requirements and established controls.
I coordinated with the Asset-Based Lending and deposit operations teams to resolve documentation, account setup, and processing issues. I also reviewed customer, account, and loan documents for missing or unclear information.
Within two months at Milestone Bank, I created five operational procedures to document banking processes and guide recurring workflows. I also supported business deposit account setup, account maintenance, loan initialization, and post-closing document review.
At Altabank, I partnered with the Treasury Management sales team to support commercial clients and service analyzed business accounts. I reviewed operational and Cognos reports, researched discrepancies, and followed up on requests through completion.
