Hannah Schartz
Commerce City
Summary
Dynamic professional with 3+ years of experience in banking and administrative operations. Proven expertise in managing client inquiries, processing transactions, and executing loan and cash management tasks. Adept at detail-oriented client service and supporting efficient daily operations in fast-paced environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Banker
FirstBank
2025.12 - Current
- Delivered high-quality client service by addressing inquiries, resolving issues, and providing tailored product recommendations
- Managed daily client transactions and requests with accuracy and attention to detail
- Maintained organized records and ensured compliance with security protocols and procedures
- Assisted with onboarding new clients and guided them through account setup and documentation
- Collaborated with team members to achieve operational goals and support branch workflow
- Built strong client relationships through proactive communication and follow-up
- Identified and reported suspicious activities, supporting compliance and risk management efforts
Personal Loan Specialist
OneMain Financial
2023.10 - 2025.12
- Managed daily client service requests and supported clients in person and over the phone
- Reviewed credit bureau reports and discussed credit options with clients to facilitate onboarding
- Executed administrative tasks, maintained organized records, and supported team workflow
- Collected payments on delinquent accounts and managed account documentation
- Closed personal loans and processed related paperwork, ensuring compliance with company policies
- Sold credit and non-credit insurance products, demonstrating attention to detail and regulatory compliance
- Perfected vehicle titles with the DMV, ensuring accuracy in documentation and process execution
- Evaluated client financial needs to recommend tailored personal loan solutions.
- Processed loan applications efficiently, ensuring compliance with company policies and regulations.
Head Clerk/Back Up Book Keeper
Safeway
2022.05 - 2023.10
- Oversaw shift operations, managed employee schedules, and ensured workflow efficiency
- Delivered customer service at the counter, addressing inquiries and resolving complaints
- Balanced daily cash, pulled reports, and prepared financial documentation for store operations
- Managed and trained employees, assigning tasks and supporting team development
- Maintained organized records and supported compliance with company procedures
- Trained and mentored new clerks, enhancing team productivity and service quality.
- Reconciled bank statements, identifying discrepancies and resolving issues promptly.
Education
High school diploma -
Horizon High School
Thornton, CO2022-05
Skills
- Customer complaint resolution
- Collection management
- Call center experience
- Branch operations
- 10 key typing
- Office experience
- Banking
- Loan Origination
- Insurance Sales
- Credit analysis
- Communication skills
- Bank teller experience
- Compliance with loan regulations
- Bookkeeping
- Attention to detail
Certification
- Life Insurance License August 2025 to May 2027
- Licensed to sell credit and Term Life insurance
- Life & Health Insurance License
- Driver's License
Languages
English
Timeline
Personal Banker
FirstBank
2025.12 - Current
Personal Loan Specialist
OneMain Financial
2023.10 - 2025.12
Head Clerk/Back Up Book Keeper
Safeway
2022.05 - 2023.10
High school diploma -
Horizon High School
Additional Information
Authorized to work in the US for any employer