Summary
Overview
Work History
Education
Skills
Timeline
Generic

Racheal Lovelace

Menlo

Summary

Insightful professional in financial services field, known for high productivity and efficient task completion. Possess specialized skills in market analysis, risk management, and client portfolio optimization. Excel in communication, problem-solving, and adaptability, ensuring success in fast-paced environments. Maintain accurate financial records and invoices. Closely tracking expenses that align with the companies budget allowance. Support accounts payable and receivable functions, including coordinating billing, processing payments, managing vendor accounts, and following up on outstanding balances. I prepare routine financial and operational reports, reconcile records, and resolve discrepancies to maintain data accuracy.

While working closely with accounting, finance, and operations teams to ensure branch activities aligned with financial objectives. Execute established internal controls, a variety of audits, and handle confidential financial information with a high level of accuracy and professionalism.

Overview

14
14
years of professional experience
2013
2013
years of post-secondary education

Work History

Banker

Truist Bank
Chattanooga
04.2014 - Current
  • Managed client accounts and ensured accurate transaction processing.
  • Advised customers on financial products and services to meet their needs.
  • Conducted risk assessments for loan applications and credit approvals.
  • Monitored inventory levels and ordered supplies to maintain operational efficiency.
  • Maintained an accurate recordkeeping system that tracked personnel files, vendor contracts and product inventory information.
  • Performed periodic audits of the branch's internal controls systems to detect errors or irregularities.
  • Developed and implemented operational policies and procedures to improve efficiency and customer service.
  • Created reports on daily deposit activity, teller cash levels, ATM balancing results, loan originations and other key metrics for executive review.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

Pharmacy Assistant

Walmart
Chattanooga
01.2012 - 04.2014
  • Provided customer service by answering questions and resolving concerns.
  • Maintained cleanliness and organization of pharmacy work areas and supplies.

  • Assisted customers with medication inquiries and product recommendations.
  • Managed inventory levels to ensure stock availability and organization.
  • Collaborated with pharmacists to streamline workflow and service delivery.
  • Handled customer transactions using point-of-sale systems effectively.

Education

Gateway Christian Academy
Memphis, TN

Skills

  • Financial analysis
  • Risk assessment
  • Policy development
  • Regulatory compliance
  • Financial reporting
  • Customer relationship management
  • Attention to detail
  • Problem solving
  • Branch operations
  • Account audits
  • Operational risk
  • Audit procedures

Timeline

Banker

Truist Bank
04.2014 - Current

Pharmacy Assistant

Walmart
01.2012 - 04.2014

Gateway Christian Academy
Racheal Lovelace