John Kozeal
Lincoln
Summary
Knowledgeable Relationship Assistant with comprehensive background in loan processing. Successfully ensured accurate and timely loan file management, contributing to streamlined operations. Demonstrated analytical skills and attention to detail in verifying financial documents and maintaining regulatory compliance.
Professional Development:
- Building Opportunities for Leadership and Development (BOLD) Program - Current Participant
Overview
4
4
years of professional experience
Work History
Relationship Assistant
Union Bank and Trust
10.2023 - Current
- Worked effectively in fast-paced environments.
- Played an instrumental role in reducing turnaround time for loans by diligently tracking progress from submission through closing.
- Reduced errors in loan applications with thorough review processes, ensuring compliance with lending regulations.
- Demonstrated adaptability and versatility in handling a diverse range of loan types.
- Supported a high-performance lending team by managing multiple tasks simultaneously, maintaining organization and focus under pressure.
- Collaborated with loan officers and loan operations to gather necessary information for complete loan packages.
Assistant Branch Manager
Union Bank & Trust
07.2023 - 10.2023
- Collected customer information and completed new accounts/loans.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Contacted customers as soon as issues arose to immediately find resolution before problems escalated.
- Responded to customer inquiries regarding new accounts, loans, and additional financial services.
- Promoted financial products by offering excellent customer service and product knowledge.
- Remained solutions-oriented in face of complex problems to assist management and overall business direction.
- Proofread and edited documents for accuracy and grammar.
Teller/Personal Banker
Union Bank and Trust
10.2021 - 07.2023
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
Education
Bachelor Of Science - Psychology
University of Nebraska At Kearney
Kearney, NE08.2021
Skills
- Interpersonal Skills
- Bank Operations Knowledge
- Client Relationship Management
- Internal and External Communications
- Attention to Detail/Organization
- Critical Thinking
- Time Management
Timeline
Relationship Assistant
Union Bank and Trust
10.2023 - Current
Assistant Branch Manager
Union Bank & Trust
07.2023 - 10.2023
Teller/Personal Banker
Union Bank and Trust
10.2021 - 07.2023
Bachelor Of Science - Psychology
University of Nebraska At Kearney