Briana Bonato
Littleton
Summary
Business-minded individual bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Banker
BMO Harris Bank
08.2024 - Current
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Adapted products and services to suit customers' changing financial circumstances.
Pre-Foreclosure Specialist III
Computershare
05.2021 - 07.2024
- Evaluated foreclosure litigation paperwork, affidavits, and post-sale documents.
- Supervised processing of activities and administered responsiveness of alerts to determine foreclosure timeline management.
- Prepared all notices of default as per terms of deed of trust on mortgage.
- Reviewed loan and foreclosure documents and verified for accuracy.
- Identified and researched any discrepancies in financial documents.
Document Management Specialist III
Wells Fargo
03.2020 - 05.2021
- Maintained document control system and updated work instructions, procedures and associated databases.
- Assisted in continuous improvement activities while developing and maintaining resulting documents.
- Collaborated across departments and levels of management to gain consensus on procedural documentation.
- Converted documents from one application to another.
Customer Support Associate
Specialized Loan Servicing
08.2017 - 03.2020
- Responded to customer requests for products, services, and company information.
- Demonstrated computer skills for data entry and answered broad variety of inquiries.
- Resolved problems, improved operations and provided exceptional service.
- Paid attention to detail while completing assignments.
- Skilled at working independently and collaboratively in a team environment.
Associate Intern
Specialized Loan Servicing
05.2017 - 08.2017
- Maintained status reports for client projects.
- Sorted and organized files, spreadsheets, and reports.
- Analyzed problems and worked with teams to develop solutions.
- Participated in workshops and presentations related to projects to gain knowledge.
Education
High School Diploma -
Columbine High School
Littleton, COSkills
- Account openings and closings
- Relationship building
- Financial processes
- Customer Service-oriented
- Financial advising
- Banking
- Sales expertise
- Financial services
- Loans
- Business development
Certification
NMLS Certified
Timeline
Relationship Banker
BMO Harris Bank
08.2024 - Current
Pre-Foreclosure Specialist III
Computershare
05.2021 - 07.2024
Document Management Specialist III
Wells Fargo
03.2020 - 05.2021
Customer Support Associate
Specialized Loan Servicing
08.2017 - 03.2020
Associate Intern
Specialized Loan Servicing
05.2017 - 08.2017
High School Diploma -
Columbine High School
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