Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shakeya Covin

Sharon Hill

Summary

Highly skilled finance professional with diverse expertise in cash management applications and a solid understanding of financial operations. Over 10+ years of experience in reviewing financial histories, serving customer needs with a tenacious and thorough approach, processing payments and organizing data. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, in addition to web conferencing technology (e.g. Zoom, Microsoft Teams) and collaboration platforms (e.g. SharePoint).

Overview

11
11
years of professional experience

Work History

Loan Documentation & Process Analyst

Citigroup Inc
02.2022 - 09.2023
  • Independently processed and closed loans within complex loans operation environment.
  • Managed preparing and reviewing loan documentation while providing support to variety of tasks related to loan process.
  • Tracked and processed incoming payments on daily basis.
  • Provided support for document controls and worked with contract documents.
  • Monitored real time queues and identified high risk transactions within business portfolio.
  • Designed and analyzed complex reports often related, but not limited to loan documentation processes to satisfy management requirements and support/control activities.
  • Ensured client SLA’s were met and queries were responded to in a timely and accurate manner.
  • Minimized risk to bank through solid understanding of procedural requirements and provides solutions to reduce errors, and to adhere to audit and control policies.
  • Provided informal guidance and/or on-the-job-training to new team members.
  • Conducted pre-funding and funding activities for over 50 monthly applications.

Cash Application Specialist II

Liberty Mutual Surety
10.2016 - 05.2021
  • Performed cash application and cash disbursements processes and transactions, ensuring accuracy of data as assigned.
  • Provided exceptional customer service by communicating via telephone and in writing with internal and external customers.
  • Collaborated with internal and external customers to resolve premium discrepancies.
  • Conducted risk assessment and reconciled accounts.
  • Managed and utilized time effectively, as well as assisted others on team and across organization.
  • Monitored and ensured compliance with policy and procedures to identify trends in activities and outcomes.
  • Ensured handling of swift messages and daily processing of requests received via shared mailbox.
  • Collaborated with internal and external stakeholders to resolve discrepancies related to premiums and payments.
  • Actively participated in month-end closing activities to support financial reporting processes.
  • Led and contributed to special projects as requested, applying problem-solving skills and attention to detail.
  • Handled 10+ calls per day to address customer inquiries and concerns.

Lead Teller

Wells Fargo
08.2012 - 02.2016
  • Handled, processed, and maintained sensitive, confidential information accurately according to bank procedures and deadlines.
  • Processed and reviewed regular transactions to identify fraudulent transactions.
  • Processed transactions quickly, efficiently, and professionally while interacting with customers, deepening relationships, and determining further needs.
  • Proactively worked individually and collaboratively with management to complete multiple tasks simultaneously while maintaining maximum effectiveness and efficiency.
  • Diligently worked with minimal supervision and provided coaching to other tellers through implementation of sales and service techniques.
  • Conducted fraud investigations including transaction review, sourcing and identification.
  • Maintained and ordered office supplies and stationery.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Executed wire transfers, stop payments and account transfers.
  • Researched ATM cash discrepancies and balancing errors and process journal entries to clear them along with cash orders and residuals daily.

Education

Bachelor of Arts - Public Relations/Advertising

Pennsylvania State University
University Park, PA
2015

Skills

  • Client Servicing
  • Financial Reviews
  • Advanced MS Office
  • Leadership
  • Critical Thinking
  • Teamwork and Collaboration
  • Compliance Controls
  • Fraud Detection
  • Cash Management
  • Excellent Written & Verbal Communication
  • Data Analysis
  • Accounts Payable and Accounts Receivable

Timeline

Loan Documentation & Process Analyst

Citigroup Inc
02.2022 - 09.2023

Cash Application Specialist II

Liberty Mutual Surety
10.2016 - 05.2021

Lead Teller

Wells Fargo
08.2012 - 02.2016

Bachelor of Arts - Public Relations/Advertising

Pennsylvania State University
Shakeya Covin