Amalia Lopez
Corporate/Loan Services Administrator
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About
Corporate/Loan Services Administrator with many years of experience in the financial service industry. Major strengths are daily cash securities processing, bond trading, customer service, database maintenance, data collection, analysis, and research. Additional skills are using complex software, have assisted with the training of new employees.
I have assisted and completed many bank mergers within my department. I am a result-oriented individual with excellent analytical quantitative and problem solving skills, also able to manage diverse and multiple projects across the banking business functions.
Experience
Floor Associate – And Cashier - JCPenney - Sugar Land, Texas
(2025-10 - 2026-01)
- Assist customer with their merchandise
- Answer telephone calls, process payments
Loan Administrator – Loan Services - US Bank - Boston, MA
(2021-05 - 2024-08)
- Process and manage various loan accounts
- Update and move cash transactions on various systems
- Reconcile accounts on a daily basise and create reports for accurate payments
- Research and properly answer emails by the clients on a daily basis
Trust Administrator/Municipal and Corporate Trust - BNY Mellon - Houston, TX
(2013-09 - 2018-12)
- Process and manage various bond investment accounts
- Update and move cash transactions on various systems
- Proof Read documents to assure daily transactions and procedures are properly following the Bank's guidelines
- Assist on training new team members
- Process Payments and weekly reports
- Process trades on a daily basis
- Research Client issues
- Balance various accounts on a daily basis
Education
Associates Degree - Business Administration - Houston Community College (2027-12)
High School Diploma - Sam Houston High School