Wilkinson, Danielle

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Text Resume
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D an ie lle
I.
Wilk in so n

E m ail
: dan iw ilk s5 4@ gm ail.c o m

Phone:
(5 61)
340-9 333

W ORK
EX PE R IE N CE

F la gle r
Cre d it
Unio n

North
Palm
Beach ,
FL

Aug
2024-

Pre se n t

M em ber
Serv ic e
Rep re se n ta tiv e

● Dro ve
17%
bra n ch
dep osit
gro w th
th ro ugh
str a te g ic
cro ss-s e lli n g
of
ch eck in g
ac co unts
an d
CD s.

● Open ed
50–80
new
acco unts
month ly ,
in clu din g
pers o nal,
busin ess,
an d
IR A
CD s.

● Ach ie v ed
120% +
of
month ly
Vis a
cre d it
card
an d
pers o nal
lo an
sa le s
ta rg ets
fo r
6 co nse c u ti v e
quarte rs .

● In cre ase d
lo an
volu m e
by
25%
YoY
by
id en tif y in g
fin an cin g
nee d s
an d
guid in g
mem bers
th ro ugh

ap plic atio ns
while
main ta in in g

98%
accu ra cy
ra te
in
acco unt
docu m en ta tio n
an d
co m plia n ce
au dits .

● Evalu ate d
mem ber
cre d it
pro file s
to
matc h
th em
wit h
Vis a
cre d it
ca rd
an d
pers o nal
lo an
pro ducts ,

ex ceed in g
month ly
sa le s
goals
by
120% +
fo r
6 co nse cu tiv e
quarte rs .

O m g
Natio n al

Orla n do,
FL

Ju l
2022-

Ju l
20 24

G oogle
Publis h in g
Specia lis t

● Man ag ed
back en d
busin ess
lis tin gs
fo r
400+
co m pan ie s
per
month ,
main ta in in g
pre cis io n
an d
re g ula to ry

alig nm en t— sk ills
ap plic ab le
to
cre d it
re p orti n g
ac cu ra c y
an d
co m pli a n ce.

● Colla b ora te d
with
cro ss-fu nctio nal
te am s
to
en han ce
clie n t
ac co unt
data ,
re d ucin g
in quir y
re sp onse
tim e
by

40% .

● Utiliz ed
an aly tic s
an d
optim iz atio n
str a te g ie s
to
man ag e
clie n t- fa cin g
data ,
str e n gth en in g
atte n ti o n
to
ris k

an d
re p ortin g
accu ra cy.

T rin it y
Pro p erty
Con su lt a n ts
Talla h asse e,
FL
Ju ne
2021-

Ju n
2022

L ea sin g
Consu lta nt

● Coord in ate d
le asin g
pro je cts
in clu din g
docu m en t
re v ie w
an d
ap plic atio n
pro cessin g.

● In fo rm ed
pote n tia l
re sid en ts
of
move
in
sp ec ia l
sp ecia ls
to
in cre ase
le ase
gen era tio n
by
10%

● Gen era te d
15%
more
in te re st
with
mark etin g
str a te g ie s
via
so cia l
med ia
as
well
as
in cre asin g
co m munit y

in volv em en t

● Evalu ate d
te n an t
fin an cia l
docu m en ts
an d
qualif ic atio ns
to
ap pro ve
le ase
ap plic atio ns.

M phasis
Talla h asse e,
FL
Aug
2018-

Dec
2020

L oan
Pro cesso r

● Pro cesse d
over
50
le n din g
tr a n sa ctio ns
per
sh if t,
re v ie w in g
in co m e
verif ic atio n,
cre d it
re p orts ,
an d

docu m en ta tio n
fo r
accu ra cy
an d
co m ple te n ess.

● Assis te d
in
pre p arin g
file s
fo r
underw ritin g,
en su rin g
re g ula to ry
co m plia n ce
wit h
le n din g
sta n dard s

(R ESPA ,
TIL A ,
etc .) .

● Update d
acco unt
data
an d
verif ie d
borro w er
docu m en ta tio n
in
a hig h-v olu m e
en vir o nm en t.

● Advis e d
clie n ts
on
lo an
docu m en ta tio n
re q uir e m en ts
an d
re sp onded
to
fo llo w -u p
docu m en ta tio n
need s.

E D UCAT IO N

F lo rid a
Agric u lt u ra l
an d
Mech an ic a l
Univ ersit y

Talla h ass e e,

FL

B ach elo r
of
Scie n ce
– Busin ess
Adm in is tr a tio n

S K IL LS
& CER TIF IC AT IO NS

● Fin an cia l
Opera tio n s:
Cre d it
an aly sis ,
lo an
orig in ati o n,
ris k
asse ss m en t,
portf o lio
man ag em en t

● Com plia n ce
& Reg u la tio n :
Len din g
sta n dard s
(R ESPA ,
TIL A ),
KYC/A M L,
OFA C
sc re en in g

● Sale s
& Gro w th :
KPI
ach ie v em en t,
dep osit
gro w th ,
clie n t
re la ti o nsh ip
build in g

● Tech nic a l
Tools :
Mic ro so ft
Excel,
CRM
sy ste m s,
Google
Analy ti c s,
Pro C ore ,
Blu eB eam

● Certif ic a tio n s:
Nota ry
Public
| Certif ie d
Ass o cia te
in
Pro je ct
Man ag em en t
(C A PM )
| OSH A
30
(in

pro gre ss)

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