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Choowani Shimilimo

Financial Consultant

Talent
Rio Rancho, NMMember since November 4, 2026
Risk AssessmentRegulatory ComplianceLendingRoot-Cause Analysis
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Risk AssessmentRegulatory ComplianceLendingRoot-Cause Analysis

About

Detail-oriented financial professional with 14+ years of experience in financial analysis, lending, risk assessment, and regulatory compliance.

Experience

Financial Consultant - Nusenda Credit Union - Albuquerque, NM

(2024-01)

  • Strong organizational, analytical and customer relationship management capabilities, supported by a Master of Business Administration.
  • Conduct detailed reviews of loan applications and supporting records, identifying missing information and documentation discrepancies.
  • Document determinations clearly communicating required modifications, strengthening record quality and review traceability.
  • Identify potential financial risks and inconsistencies, recommending corrective actions and escalating concerns for appropriate resolution.

Sales Account Manager - Brightspeed - Phoenix, AZ

(2022-10 - 2023-11)

  • Managed multiple client cases simultaneously, tracking deadlines, outstanding items, and service requirements through resolution.
  • Documented findings, decisions, and outcomes accurately to maintain complete case records and reliable status tracking.
  • Coordinated cross-functionally to resolve escalations, obtain missing information, and communicate risks or follow-up needs.
  • Maintained consistent service documentation while meeting strict timelines and supporting transparent stakeholder communication.

Sales Account Manager - CenturyLink - Phoenix, AZ

(2018-04 - 2022-10)

  • Performed root-cause analysis using investigative techniques to identify discrepancies and resolve operational or client disputes.
  • Maintained detailed decision roadmaps and lessons learned, strengthening audit trails and preventing recurring issues.
  • Documented process improvements to support consistent controls, resolution tracking, and stakeholder accountability.

Relationship Banker II - Bank of the West - Albuquerque, NM

(2016-07 - 2018-04)

  • Interviewed customers to gather complete financial information, clarify concerns, and maintain accurate case documentation.
  • Delivered clear explanations of decisions, requirements, and next steps while preserving customer trust and compliance.
  • Resolved disputes through documented analysis, timely follow-up, and accurate communication of outstanding information.

Personal Banker - Wells Fargo - Albuquerque, NM

(2008-10 - 2016-06)

  • Maintained precise financial records supporting credit decisions, documentation quality, audit requirements, and regulatory readiness.
  • Calculated financial ratios and communicated credit decisions clearly, supporting accurate and compliant customer outcomes.
  • Handled sensitive financial cases with confidentiality, accuracy, and adherence to regulatory and internal control requirements.

Education

Masters - Business Administration - ITT Technical Institute (2014-01 - 2014-12)

Bachelor - Information Systems Security - ITT Technical Institute (2012-01 - 2012-12)

Skills

Financial Consultant

Reviews

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