Experience

stYpe

• Consumer Electronics
• 1 - 100 Employee

• Project Manager

  • Dec 2021 - Present

  • Coordination of scheduling between the customer subcontractors, operations management, logistics, and scheduling team. • Complete project reviews for scope and cost adders, owner obligations and site conditions. • Coordinate project start, including site walks and customer interactions. • Maintain communication with customers for duration of their projects. • Provide communication to engineers regarding project expectations. • Review and create project cases as needed for tracking. • Provide technical assistance to engineers. • Work with operations staff, distribution, and logistics to ensure material availability and coordinate material delivery. • Provide feedback to improve process and procedure to meet project/program goals. • Provide management with information on crew and individual performance. Show less



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• U.S. Bancorp

  • Feb 2021 - Jul 2021

  • Concentrated focus on loan origination including Home Mortgages, Refinances, HELOC’s, and credit. • Liaison with mortgage officers, processors, and underwriters to facilitate loan process with clients. • Working in tandem with Wealth Management partners in properly segmenting high net worth clients. • Proven ability to build and foster relationships with clients through proactive outreach and follow up. • Ability to effectively engage and communicate with clients and colleagues. • Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Private Banker

  • Jan 2015 - Aug 2016

  • Deepening high value relationships with existing clientele and recognizing cross-sell opportunities while growing existing book of business. • Keeping a concentrated focus on investment growth, retirement planning, 401(k) rollovers, wealth transfers, fixed/variable annuities and emphasis on appointment based business. • Referring supremely high affluent clients by working in tandem with Private Bank hub. • Recognizing lending opportunities with high value clients in improving their cash flow, future projects, and other consumer needs. • Leveraging partners and team members in correctly implementing client segmentation. • Working directly with management in ensuring all branch sales operations continue meticulously when relied upon. Identify and process lending applications (Mortgage and Refinance, HELOC, CRA Lending). • Work closely with Branch Management to create strategic plans for sales team development. • Own all customer inquiries from start to finish, going above and beyond what is expected and earning the right to ask for additional business. Show less



Citizens Bank

• United States
• Banking
• 1 - 100 Employee

• Licensed Banker

  • Oct 2013 - Dec 2014

  Identify and process lending applications (Mortgage and Refinance, HELOC, CRA Lending). • Work closely with Branch Management to create strategic plans for sales team development. • Own all customer inquiries from start to finish, going above and beyond what is expected and earning the right to ask for additional business. • Recognized by Market/Regional Management as one of top performers in New York State. Identify and process lending applications (Mortgage and Refinance, HELOC, CRA Lending). • Work closely with Branch Management to create strategic plans for sales team development. • Own all customer inquiries from start to finish, going above and beyond what is expected and earning the right to ask for additional business. • Recognized by Market/Regional Management as one of top performers in New York State.



JPMorgan Chase

• United States
• Investment Management

• Personal Banker

  • Nov 2009 - Oct 2013

   Met with customers, completed sales (new accounts, convenience products, loans, credit cards, business products) deepening customer relationships, and earning the right to ask for more business.  Directly contributed to the firm’s growth by successfully referring clients to qualified team partners for specialized services.  Attended various training sessions and workshops and applied acquisition sales techniques, knowledge of company products and banker tendencies to assess customer needs and train fellow bankers. Show less