- Missouri City, 4055 Tuscan Shores
- May 27, 2025
To Whom It May Concern:
I am writing to formally introduce myself as a seasoned financial professional with over a decade of combined experience in the banking and notary fields. After many years of working in the financial services industry, I am now pursuing my passion for providing notarial services independently.
Throughout my career, I have developed a deep understanding of financial documentation, compliance standards, and customer service excellence. My notary experience spans more than 10 years and includes notarizing a wide range of documents such as loan signings, affidavits, powers of attorney, and real estate transactions. I pride myself on being thorough, punctual, and professional—always ensuring that signings are completed accurately and in accordance with applicable laws.
As I transition into full-time independent notary work, I am committed to offering reliable, mobile, and flexible notarial services tailored to meet the needs of individuals and businesses alike. I bring with me not only technical expertise but also the integrity and professionalism that clients can trust.
I would welcome the opportunity to connect with you to explore how I can be of service. Please feel free to reach out to me at 832-335-6079 or mtate@ajjexecutiveconsulting.com to discuss potential collaboration.
Thank you for your time and consideration. I look forward to building lasting professional relationships in this new chapter of my career.
Thanks,
Monique Tate
Education
University of Houston
Experience
Online Loan Officer Supervisor
• Obtain and compile copies of loan applicants credit histories, corporate financial statements and other required financial information.
• Originate, process, and close consumer loans.
• Acquire, expand, and retain client relationships. Â
• Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.
• Adhere to guidelines and procedures in order to ensure compliance and security standards.
• Review loan agreements to ensure that they are complete and accurate according to policy.
• Manage 10-12 employees through quarterly evaluation
• Demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including U.S. Patriot Act, Anti-Money Laundering, and the Bank Bribery Act.
Â
• Accurately and efficiently process and record transactions for customers including cashing checks, accepting deposits/ withdrawals, processing loan payments, and transmitting wires.
• Originate, process, and close consumer loans and accounts.
• Acquire, expand, and retain client relationships.  Â
• Effectively profile customer needs and communicate appropriate solutions.
• Adhere to guidelines and procedures in order to ensure compliance and security standards.
• Demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including: U.S. Patriot Act, Anti-Money Laundering, and the Bank Bribery Act.
employee needs.
• Assigned tasks to employees and directed daily operations for branch to run efficiently. Â
• Served as mentor by answering questions, reinforcing policies and procedures, and by providing hands-on support to complex decisions and issues. Â
• Through observation and report tracking, regularly assessed employee skill levels to ensure that employees received ongoing sales, service and technical skills training.
• Provided mortgage, home equity, and financial planning services; conducted risk analysis.
• Complete notary for loan signing documents for Home Equity Documents
• Review and complete documents to notarize