Hi, I’m
Cassandra Husser
Eureka
Summary
Seasoned Financial Center Manager with a proven track record at Bank Of America, N.A., excelling in risk management, relationship building, and loan processes. Demonstrated success in enhancing operational efficiency and client satisfaction through strategic planning and effective communication. Skilled in regulatory compliance and credit evaluation, consistently achieving top-tier performance metrics.
Overview
12
years of professional experience
Work History
Bank Of America, N.A.
Financial Center Manager
04.2024 - Current
Job overview
- Implemented policies to improve efficiency and team performance.
- Tracked metrics such as risk management to stay up to date on operations.
- Collaborated with internal business partners to deliver cohesive banking experience to customers.
- Complied with established internal controls and policies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Developed strategic plans for day-to-day financial operations.
Bank Of America, Home Loans
Mortgage Loan Officer
12.2015 - 04.2024
Job overview
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Explained very technical financial information to applicants in easy to understand language.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Worked with underwriters to fix application problems and resolve issues.
Bank Of America, N.A.
Assistant Financial Center Manager
02.2015 - 12.2015
Job overview
- Complied with established internal controls and policies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Responsible for mitigating risk and maintaining financial center operations.
Bank Of America, N.A.
Personal Banker
07.2014 - 02.2015
Job overview
- Answered customer questions and explained available services such as deposit accounts, credit options, and business services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Followed up with customers to gather feedback and provide additional assistance.
- Presented new and additional products and services to existing customers.
Bank Of America, N.A.
Sales and Service Specialist
02.2013 - 07.2014
Job overview
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Balanced teller drawers and ATM cash.
- Referred customers to other banking departments for specialized services.
Education
Saint Louis Community CollegeSt. Louis, MO
Associate of Arts from General Studies
Skills
- Risk Management
- Attention to Detail
- Relationship management
- Credit evaluation
- Operations management
- Oral and Written communications
- Residential mortgage lending regulations
- Regulatory compliance
- Document analysis
Accomplishments
- 2018 Pinnacle Club recipient
Timeline
Financial Center Manager
Bank Of America, N.A.
04.2024 - Current
Mortgage Loan Officer
Bank Of America, Home Loans
12.2015 - 04.2024
Assistant Financial Center Manager
Bank Of America, N.A.
02.2015 - 12.2015
Personal Banker
Bank Of America, N.A.
07.2014 - 02.2015
Sales and Service Specialist
Bank Of America, N.A.
02.2013 - 07.2014
Saint Louis Community College
Associate of Arts from General Studies
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