Experience

Univest Capital, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Vice President

  • Dec 2022 - Present

  Warminster, Pennsylvania, United States

• Operations Specialist III

  • Sep 2015 - Mar 2023

  Warminster, Pennsylvania, United States • Responsible for all duties surrounding Originations for assigned accounts including document generation, verbal confirmation, and processing for funding. • Processing of ALI insurance reports. • Maintain customer relationships by performing follow-up verbal communication to ensure all documentation has the correct information, equipment has been delivered and operational, and that the customer is satisfied. • Processing of adverse action… Show more • Responsible for all duties surrounding Originations for assigned accounts including document generation, verbal confirmation, and processing for funding. • Processing of ALI insurance reports. • Maintain customer relationships by performing follow-up verbal communication to ensure all documentation has the correct information, equipment has been delivered and operational, and that the customer is satisfied. • Processing of adverse action notices. • Special projects as assigned. • Compliance with laws and regulations that apply to the position.