Jaclyne Gillis
Summary
Accomplished Operations Specialist at First-Citizens Bank & Trust Company that demonstrated tremendous growth and a willingness to continue to learn. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Skilled in document analysis and recognized for taking a proactive approach with internal and external research requests. Contributed to increased efficiency in collateral research and release. Committed to leveraging these qualities to contribute to organizational growth and success.
Overview
10
10
years of professional experience
Work History
Operations Specialist II
First-Citizens Bank & Trust Company
09.2023 - Current
- Releases collateral on 50 - 100 loans everyday.
- Analyzes collateral documentation to ensure the correct collateral is released according to bank procedures.
- Prepares documentation to release bank lien on; vehicle and boat titles, real estate, life insurance, UCC, DDA, CDA, brokerage accounts, and trust accounts.
- Prepares real estate satisfactions in compliance with county and state specifications.
- Monitors inbox for research requests on unreleased collateral and acquired loans.
- Conducts research on loans and collateral to ensure authorization to release collateral.
- Communicates research request findings with internal and external clients.
Retail Banker II
Woodforest National Bank
02.2022 - 09.2023
- Efficiently and accurately processing customer transactions each day, including deposits, withdrawals and loan payments.
- Discovering all necessary information needed to deliver appropriate account options for customers.
- Assisting customers with filing debit and ACH disputes to ensure safety of customer funds and information.
- Maintaining the privacy of customers personal information by following all security and safety standards set by Woodforest National Bank.
Cashier
Cape Cod Candy Company
04.2015 - 11.2021
- Obtained over 6 years of experience in cash handling.
- Collaborated with higher management for purchasing of products and pricing.
- Responsible for inventory of all outgoing and incoming products.
Education
Associate of Arts - Liberal Arts
Cape Cod Community College
West Barnstable, MABachelor of Science - Accounting
Southern New Hampshire University
ManchesterSkills
- Attention to detail
- Data analysis
- Problem solving
- GAAP proficiency
- Written and verbal communications
- Prepare and file tax returns
- Operational efficiency
- Analytical thinking
- Multitasking Abilities
Timeline
Operations Specialist II
First-Citizens Bank & Trust Company
09.2023 - Current
Retail Banker II
Woodforest National Bank
02.2022 - 09.2023
Cashier
Cape Cod Candy Company
04.2015 - 11.2021
Associate of Arts - Liberal Arts
Cape Cod Community College
Bachelor of Science - Accounting
Southern New Hampshire University
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