TRELISE WHEELER
Phoenix
Summary
With over 7 years of diverse experience, I'm adept at enhancing customer satisfaction through innovative problem-solving and efficient team management. My proficiency in multitasking across high-volume settings shines a light on my strong foundation in verbal and written communication, critical thinking, and leadership. Allow me to show my eagerness to apply a forward-thinking approach to drive organizational success, to deliver exceptional results!
Overview
7
7
years of professional experience
Work History
Loan Processor
OneMain Financial
03.2024 - 11.2025
- Reviewed and analyzed loan applications, credit reports, income documentation, and financial statements to assess borrower risk.
- Verified accuracy of employment, income, assets, and liabilities.
- Calculated debt-to-income ratios, loan-to-value ratios, and assessed collateral to determine eligibility and approvals
- Ensured compliance with federal, state, and internal lending regulations and laws
- Advised customers on available loan products, interest rates, and repayment options, as well as optional credit and non credit loan protection they might qualify for
Financial Analyst
Icomna LLC
01.2021 - 04.2024
- Managed Small Business clients' Treasury Now/Online Banking accounts
- Implemented innovative account administration solutions
- Exhibited control over transaction management
- Provided account verification for Small Business Loans applications
- Efficiently modified, reissued, or cancelled payments as per client requests
- Demonstrated collaborative communication in outbound proof of payment verification
Insurance Support Representative
Blue Cross Blue Shield of Alabama
08.2019 - 01.2021
- Managed member accounts, optimizing coverage plans for improved client satisfaction.
- Communicated with providers and groups, ensuring clear understanding of policy details.
- Clarified policy coverage, adhering to plan-specific guidelines for compliance.
- Enhanced member experience through effective problem-solving and support.
- Contributed to measurable improvements in service quality and member retention.
Front End Sales Management
Ross Dress for Less
06.2018 - 02.2019
- Enhanced team productivity by leading sales initiatives for seasonal products
- Maintained a clean and hygienic workspace, adhering to high standards
- Managed cash transactions with precision, promoting accountability
- Led a team of 10+ sales associates, fostering a supportive work environment
Education
High School Diploma - undefined
San Tan Foothill
05.2018
Skills
- Attention to Detail
- Multi tasking
- Data Entry
- Strong Communication
- Leadership
- PCI/PHI and HIPPA knowledgeable
- Experience in a fast paced setting
- Effortless Rapport
- Sales
Timeline
Loan Processor
OneMain Financial
03.2024 - 11.2025
Financial Analyst
Icomna LLC
01.2021 - 04.2024
Insurance Support Representative
Blue Cross Blue Shield of Alabama
08.2019 - 01.2021
Front End Sales Management
Ross Dress for Less
06.2018 - 02.2019
High School Diploma - undefined
San Tan Foothill