Summary
Overview
Work History
Education
Skills
Timeline
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Lexi Beall

Wilmington

Summary

Banking Operations Manager bringing 5+ years of experience and demonstrated record of accomplishment in the banking industry. Specialize in working in a fast-paced environment with competing priorities while ensuring smooth operations. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Focused on problem solving and developing business processes that align with company missions.

Overview

7
7
years of professional experience

Work History

Global Treasury Management Senior Analyst

Live Oak Bank
09.2023 - Current
  • Perform lead calls and emails related to Treasury or Retail customers; be accountable for and manage Business pipeline
  • Independently assess businesses comprehensively and consult on products/services
  • Promote Bank’s services to current and potential customers; nurture strong relationships with both internal and external customers
  • Utilize technology to manage leads, pipeline, and referral sources; stay abreast of portfolio metrics and performance

Deposit Operations Team Lead

Live Oak Bank
01.2022 - 09.2023
  • Manage daily banking operations including payment operations across multiple channels
  • Work closely with product development teams to build and implement new banking products and services
  • Create policies and procedures to ensure compliance with regulatory guidelines
  • Identify potential risks and ensure proper controls are executed
  • Provide support as needed for internal and external audits
  • Develop highly motivated, well trained team members

Sr. Deposit Operations Specialist

Live Oak Bank
02.2020 - 01.2022
  • Assist with execution and oversight of daily operational duties including ACH and wire transaction review, exception processing, branch duties, and legal order processing
  • Approval of high value transactions and corrections, including ACH, wire, and check
  • Communication of ongoing project updates, priorities, and goals to assist with overall team performance
  • Ensure compliance with bank policies, standards, and procedures to ensure security of bank and customer assets, including the knowledge of NACHA regulatory compliance

Deposit Operations Specialist II

Live Oak Bank
03.2018 - 02.2020
  • Processed account maintenance requests from both consumers and other departments within institution, ensuring compliance with bank policies and standards
  • Initiated high value ACH and wire transactions, ACH file origination, exception item processing, and new application review
  • Assisted with various inter-departmental projects while successfully maintaining daily operational duties

Customer Success Manager

Live Oak Bank
05.2017 - 03.2018
  • Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction
  • New customer application review, including both consumer and business customers
  • Monitored accounts to prevent fraudulent, and work closely with Loss Prevention to prevent risk

Education

Bachelor of Science - Business Administration

University of North Carolina At Wilmington
Wilmington, NC
12.2014

Skills

  • Accredited ACH Professional (AAP)
  • Customer Service-Oriented
  • NACHA File Formatting
  • Regulatory Compliance
  • Account Retention
  • Product Development

Timeline

Global Treasury Management Senior Analyst

Live Oak Bank
09.2023 - Current

Deposit Operations Team Lead

Live Oak Bank
01.2022 - 09.2023

Sr. Deposit Operations Specialist

Live Oak Bank
02.2020 - 01.2022

Deposit Operations Specialist II

Live Oak Bank
03.2018 - 02.2020

Customer Success Manager

Live Oak Bank
05.2017 - 03.2018

Bachelor of Science - Business Administration

University of North Carolina At Wilmington

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Lexi Beall