Trista Vogl Hoffman
Tucson
Summary
Organized professional skilled in managing multiple priorities with a strong focus on detail. Proven ability to enhance customer trust and deliver exceptional service experiences. Collaborative team player dedicated to achieving sales goals and overall objectives. Experienced in loan processing, customer service, and adherence to banking standards, with strong communication and decision-making skills.
Overview
16
16
years of professional experience
Work History
Senior Relationship Banker
CrossFirst Bank
Tucson
09.2022 - 06.2024
- Cultivated strong client relationships through personalized banking solutions.
- Guided clients on investment options and savings strategies effectively.
- Advised customers on ways they could reduce costs associated with their banking activities.
- Trained junior bankers on relationship management techniques and best practices.
Commercial Loan Processor
Stockman Bank of Montana
Bozeman
01.2014 - 01.2016
- Responsible for obtaining, organizing, and verifying borrower’s financial statements.
- Liaison between lenders, credit administration, title companies, agents, and customers.
- Ensure adherence to pertinent and continuous regulatory requirements.
- Spread financial statements and/or tax returns to help with credit analysis.
Real Estate Loan Processor
Stockman Bank of Montana
Bozeman
01.2013 - 01.2015
- Review and analyze loan applications to meet loan program requirements
- Ensure complete and organized loan files in adherence with underwriting standards.
- Liaison between lenders, title companies, agents, and customers.
- On hand for closings and responsible for making sure loan checklist was satisfied.
Customer Service Representative
Stockman Bank of Montana
Bozeman
01.2012 - 01.2013
- Establish, retain and deep customer relationship by providing efficient and accurate banking transactions.
- Opening and closing accounts in support of goals and objectives.
Administrative Assistant
Valley Bank of Helena
Helena
01.2008 - 01.2012
- Implemented an organizational format to ensure adherence to regulations.
- Handle online banking customers.
Education
Bachelor of Science - Business Administration And Management
University of Arizona
Tucson, AZ08-2025
Associate of Applied Science - Business Management
Pima Community
Tucson, AZ12.2019
Skills
- Exceptional verbal and writing skills
- Experience with Encompass
- Proficient in Microsoft Office and Windows
- Self-motivated
- Detail oriented
- Time management
Timeline
Senior Relationship Banker
CrossFirst Bank
09.2022 - 06.2024
Commercial Loan Processor
Stockman Bank of Montana
01.2014 - 01.2016
Real Estate Loan Processor
Stockman Bank of Montana
01.2013 - 01.2015
Customer Service Representative
Stockman Bank of Montana
01.2012 - 01.2013
Administrative Assistant
Valley Bank of Helena
01.2008 - 01.2012
Bachelor of Science - Business Administration And Management
University of Arizona
Associate of Applied Science - Business Management
Pima Community
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