Summary
Overview
Work History
Education
Skills
Activities
Timeline
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Natasia Barrett Boswell

Duncans,Jamaica

Summary

A highly skilled, hardworking individual with a promptitude to learn, grow and contribute to positive business development and management. Successful in managing highly effective teams with focus on account service and retention. Detail-oriented professional with over fifteen years of industry experience. Persuasive communicator with proactive approach to life.

Overview

20
20
years of professional experience

Work History

Branch Manager

Trelawny Co-operative Credit Union Ltd
11.2022 - 04.2024
  • Policy and procedure management
  • Training and Development
  • Operations Management
  • Treasury Management
  • Delinquency Management
  • Risk and Compliance Management
  • Credit and Adjudication Review and Management
  • Business development
  • Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
  • Analyzed data to identify trends related to products, services, customers and markets served by the branch.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Implemented internal control procedures to minimize risk exposure and maximize profitability.
  • Reviewed loan applications to ensure accuracy and compliance with regulations.
  • Facilitated weekly meetings with staff members to discuss progress on current initiatives.
  • Facility Management
  • Created reports summarizing operational performance metrics for senior management review.
  • Resolved escalated customer complaints in a timely manner.
  • Performed regular audits of financial records in order to ensure accuracy.
  • Ensured compliance with established policies, procedures and regulations governing banking operations.
  • Participated in community events to promote brand awareness.
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Conducted regular performance reviews for all employees in the branch.

Acting Credit Officer

First Global Bank Ltd
Montego Bay, Jamaica
01.2020 - 11.2022
  • Conducted regular reviews of existing customers' accounts to ensure compliance with agreed terms.
  • Monitored customer account activity to identify any potential risks or issues.
  • Ensured that all relevant documents were collected before making a decision about granting a line of credit.
  • Analyzed customer accounts, payment trends, and credit ratings to assess risk of default.
  • Worked closely with collections departments in order to ensure timely payments from customers.
  • Prepared detailed reports summarizing customer profiles, risk assessments, and recommendations for approval and denial of new lines of credit.
  • Collected and checked borrower income, credit history and employment information.
  • Prepared and submitted loan applications to underwriters.
  • Followed banking requirements and government lending regulations.
  • Entered credit slips and return requests to issue authorizations and process returns documentation.

Customer Service Representative

First Global Bank
Montego Bay, Jamaica
01.2016 - 11.2022
  • Processing client’s transactions in a timely manner.
  • Answered customer inquiries via phone, email, and chat.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.
  • Resolved customer complaints promptly and efficiently.
  • Maintained detailed records of customer interactions, transactions and comments for future reference.
  • Performed administrative tasks such as filing paperwork, updating databases and generating reports.

Teller

First Global Bank
Montego Bay, Jamaica
01.2013 - 01.2016
  • Maintained accurate records of all transactions and customer interactions.
  • Handled large volumes of currency quickly and accurately with minimal errors.
  • Reported any operational issues or system problems that occurred during shift promptly.
  • Balanced cash drawers on a daily basis.
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Verified customers' identification to ensure compliance with laws and regulations.
  • Identified opportunities to refer customers to other areas of the bank for additional services.
  • Maintained accurate records of all transactions for compliance purposes.
  • Cross-sold additional bank products when applicable to meet customer needs.
  • Performed daily reconciliation of teller drawer within established limits.

Licensing and Data Entry Clerk

Transport Authority
, Jamaica
02.2013 - 05.2013
  • Maintained confidentiality of sensitive information.
  • Reviewed existing information for accuracy and made necessary corrections.
  • Operated various office equipment such as scanners, printers. when required.
  • Verified accuracy and completeness of data entry into the database system.
  • Provided support to management staff in regards to data entry processes.
  • Checked source documents against entered data to ensure accuracy.
  • Utilized specialized software applications related to the job role.
  • Organized files according to established procedures for easy retrieval.
  • Ensured compliance with all relevant rules and regulations governing data entry activities.

Customer Representative

Family Centre IGA
Port Aransas, USA
05.2012 - 09.2012
  • Utilized computer systems to access account information, enter notes, and update status codes.
  • Resolved customer complaints promptly and efficiently.
  • Demonstrated strong problem solving skills in addressing customer issues.
  • Assisted customers with purchase decisions based on needs analysis.
  • Processed orders, forms and applications accurately.
  • Developed positive relationships with customers through friendly interactions.

Team Lead

Sand Castle Condominiums
Port Aransas, USA
05.2011 - 08.2011
  • Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
  • Trained new staff in relevant processes and procedures.
  • Assisted the manager in setting achievable goals for the team while monitoring progress towards them.
  • Identified opportunities for process improvements, implementing changes when required.
  • Motivated staff through positive reinforcement techniques.
  • Held regular one-on-one coaching sessions with staff members to encourage personal development.

Sales and Customer Representative

Deep Slash Inc
, USA
05.2009 - 09.2009
  • Developed positive relationships with customers through friendly interactions.
  • Handled difficult or emotional customer situations with empathy and professionalism.
  • Assisted customers with purchase decisions based on needs analysis.
  • Performed data entry activities as needed.

Junior Accountant

Palmers Farm and Garden
Manchester, Jamaica
06.2004 - 08.2006
  • Maintained and reconciled general ledger accounts.
  • Provided support for accounts payable and receivable functions, including invoice processing and payment posting.
  • Performed account reconciliations, including bank reconciliations.
  • Processed journal entries to record transactions accurately.
  • Reviewed financial documents for accuracy and completeness.
  • Conducted internal audits to ensure compliance with company policies and procedures.
  • Assisted with year-end audit processes, including preparing schedules as requested.

Acting Head Teller

First Global Bank
Montego Bay, Jamaica
01.2016
  • Company Overview: Montego Bay, Jamaica
  • Montego Bay, Jamaica

Education

Bachelor of Science - Operations Management

University of the West Indies
01.2017

Caribbean Advance Proficiency Examination - Management of Business and Literature

Holmwood Technical
Manchester
01.2008

Diploma in Business Studies -

Holmwood Technical High School
Christiana, Manchester
01.2006

Some College (No Degree) - Supervisory Management

University of The West Indies

Skills

  • Research and Data analysis
  • Data Entry
  • Problem resolution
  • Leadership
  • Personality and cultural diversity
  • Policy management
  • Risk compliance
  • Treasury operations
  • Credit analysis
  • Data reporting
  • Customer relationship management
  • Team leadership
  • Business development
  • Internal auditing
  • Performance metrics
  • Conflict resolution
  • Employee training
  • Analytical thinking
  • Community engagement
  • Key performance indicators

Activities

  • Student Volunteer, University of the West Indies Center for Special Needs, 01/01/12
  • Member, University Dramatic and Art Society, University of the West Indies, 01/01/12
  • Course Student Representative, University of the West Indies, 01/01/11
  • Student Representative, Department of Management Studies, University of the West Indies, 01/01/09
  • Block Netball Team, Taylor Hall, University of the West Indies, 01/01/09
  • Debating Society, Taylor Hall, University of the West Indies, 01/01/09
  • Deputy Head Girl, Holmwood Technical High, 01/01/07
  • Prefect Executive Body, Holmwood Technical High School, 01/01/06
  • Most Outstanding Female Award, Holmwood Technical High School, 01/01/06

Timeline

Branch Manager

Trelawny Co-operative Credit Union Ltd
11.2022 - 04.2024

Acting Credit Officer

First Global Bank Ltd
01.2020 - 11.2022

Customer Service Representative

First Global Bank
01.2016 - 11.2022

Acting Head Teller

First Global Bank
01.2016

Licensing and Data Entry Clerk

Transport Authority
02.2013 - 05.2013

Teller

First Global Bank
01.2013 - 01.2016

Customer Representative

Family Centre IGA
05.2012 - 09.2012

Team Lead

Sand Castle Condominiums
05.2011 - 08.2011

Sales and Customer Representative

Deep Slash Inc
05.2009 - 09.2009

Junior Accountant

Palmers Farm and Garden
06.2004 - 08.2006

Bachelor of Science - Operations Management

University of the West Indies

Caribbean Advance Proficiency Examination - Management of Business and Literature

Holmwood Technical

Diploma in Business Studies -

Holmwood Technical High School

Some College (No Degree) - Supervisory Management

University of The West Indies
Natasia Barrett Boswell