Experience

Challenger, Gray & Christmas, Inc.

• United States
• Human Resources
• 200 - 300 Employee

• Scheduling

  • Jun 2016 - Present

  Chicago, IL Coordinate meetings between clients and job coaches throughout the country.



Blumenfeld & Epstein, LLC

• Office Manager

  • Mar 2013 - Dec 2013

  Chicago Illinois I was the office manager for this new law firm specializing in bankruptcy and foreclosure defense. I performed all non-legal functions of the law office including, but not limited to paper and cloud-based client file management (GoClio and Dropbox), kept payroll records to report to our Payroll provider, maintained our Quickbooks records as well as banking tasks related to the practice, answered and directed client telephone and email contacts, ordered and maintained all office equipment and… Show more I was the office manager for this new law firm specializing in bankruptcy and foreclosure defense. I performed all non-legal functions of the law office including, but not limited to paper and cloud-based client file management (GoClio and Dropbox), kept payroll records to report to our Payroll provider, maintained our Quickbooks records as well as banking tasks related to the practice, answered and directed client telephone and email contacts, ordered and maintained all office equipment and supplies. I also filed motions, obtained future court dates, and paid court fees for client cases at the Daley Center, as well as for client cases in other jurisdictions. I also arranged for court reporters for court reporters as needed outside Cook County. Show less



Wintrust Bank Chicago

• United States
• Financial Services
• 100 - 200 Employee

• CRA Officer/AVP

  • Aug 1996 - Oct 2008

  Submitted required reports to regulating body. Maintained HMDA reportable and small business files and submitted the results to federal examining agency by annual deadline. Analyzed and reported results of lending data to board of directors, president, and Community Reinvestment Act (CRA) committee. Developed new CRA qualified loans. Drafted and maintained quarterly reports containing details and analysis of lending results, service activities, and investment decisions as well as community… Show more Submitted required reports to regulating body. Maintained HMDA reportable and small business files and submitted the results to federal examining agency by annual deadline. Analyzed and reported results of lending data to board of directors, president, and Community Reinvestment Act (CRA) committee. Developed new CRA qualified loans. Drafted and maintained quarterly reports containing details and analysis of lending results, service activities, and investment decisions as well as community development loans booked during the quarter. Established and maintained working relationships with 30 community organizations. Managed, developed, and distributed $50,000 annual donation budget. Researched and recommended possible ATM/branch locations within low and moderate income areas. Trained bank personnel in CRA. Developed bank requirements for marketing materials, advertisements, and benefit book pages. Identified, recommended and coordinated bank participation with municipal lending programs developed for low/moderate income borrowers. Maintained public files in all bank locations. Led CRA Task Force committee meetings. Personal Banker, 1996-2005 Held responsibility for opening and maintaining personal and business transactional accounts including checking, money market, certificates of deposit, IRA, and IOLTA accounts. Generated wire transfers as requested. Opened teller and safety deposit vaults and assisted tellers with preparation of cash shipments as needed. Wrote the first personal banking manual still in use as of 2008. Trained new personal bankers. Consistently ranked first or second in number of new accounts opened. Achieved review scores of 96%.

• CRA Officer/AVP

  • Aug 1996 - Sep 2008

  Responsible for all aspects of the bank's compliance with the Community Reinvestment Act including collection and reporting of loan data to upper management and the board of directors. Developed working relationships with several dozen community organizations within our assessment area. Maintained, documented and reported CRA activities to our examining organization (FRB), upper management, and our board of directors. Conducted annual bank-wide personnel training.



SUCCESS NATIONAL BANK

• Personal Banker

  • Aug 1992 - Aug 1996

  Opened transaction accounts such as checking and savings, as well as certificates of deposit for individual and business customers. Worked closely with commercial loan officer, providing loan documentation while continuing to open and maintain personal/business accounts.