Experience

Growth Capital Corp.

• United States
• Financial Services
• 1 - 100 Employee

• Administrative & Loan Servicing Assistant

  • 2019 - Present



KeyBank

• United States
• Banking
• 700 & Above Employee

• Trust Associate II

  • May 2012 - Present

  Provide trust administration support to enable Trust Officer (s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales support to the Trust Officer. Perform day-to-day functions on assigned accounts accurately and by necessary deadlines (i.e. documentation for opening accounts, discretionary distribution forms, asset maintenance, process bills, cash receipts, etc.) Establish and maintain orderly record keeping system ensuring maintenance of confidential account files and special reports Read and understand standard Trust Agreements for administrative purposes. Ensure fees are set up correctly as directed by Trust Administrator Prepare various reports, correspondence, technical documents, and special projects as requested. Assist in preparing client presentations as needed. Analyze account problems and recommend solutions as appropriate. Monitor accounts on a daily basis for overdrafts and un-invested cash and keep Trust Administrator informed. Build and maintain effective working relationships with other team members to ensure high quality and timely administrators of assigned fiduciary accounts. Provide back up for other associates/assistants Show less



FirstMerit Bank

• United States
• Financial Services
• 700 & Above Employee

• Commercial Loan Document Specialist

  • Sep 2010 - May 2012

  Prepare and ensure complete new loan documentation packets are prepared Reviewed and quality-checked against the request documents and distribute to bankers/branch for customer signing Prioritize received request for Expedited Service Document and perform internal quality-check for continual process and procedure improvement Validate that all documents are Bank Policy-compliant. Working knowledge of Laser Pro Prepare and ensure complete new loan documentation packets are prepared Reviewed and quality-checked against the request documents and distribute to bankers/branch for customer signing Prioritize received request for Expedited Service Document and perform internal quality-check for continual process and procedure improvement Validate that all documents are Bank Policy-compliant. Working knowledge of Laser Pro



Huntington National Bank

• United States
• Banking
• 700 & Above Employee

• Personal Banker

  • Feb 2010 - Sep 2010

  Use consultative selling techniques, analyze and provide solutions for customers’ financial needs. Make sales referrals to specialized areas of the Bank based on customer need. Proactively seek out current and potential customer for sales and customer service opportunities through calling activities and the use of marketing resources. Work with banking office team members to achieve individual and banking office sales goals by opening new accounts, taking loan application and closing loans. Research customer inquiries and provide resolutions within Bank guidelines. Maintain up-to-date knowledge of products, services, technology and regulations. Comply with internal security policies and procedures and maintain customer confidentiality at all times. Maintain required records, reports and procedures. Show less



Huntington National Bank

• United States
• Banking
• 700 & Above Employee

• Client Relationship Specialist

  • Jun 1998 - Feb 2009

  Client Relationship Specialist – Business Banking (2000-2009) Provide administrative support for Business Bankers and Banking Office Managers. · Acted as liaison between customer and departments, ensuring efficient, quality customer support · Used research and applied experience resolving problems ranging from simple to complex. · Expedited loan process while ensuring customer was aware of additional bank products and services. · Worked diligently to continually maintain up-to-date bank product and service information. Account Relationship Associate- Private Financial Group (1998-2000) · Provided administrative support for Business Development Officers and Account Executives. · Served as a liaison, responsibilities ranged from opening new accounts: researching and resolving customer problems, while assisting in expediting loans. Show less



Private Financial Group

• Investment Management
• 1 - 100 Employee

• Account Relationship Associate

  • Jan 1998 - Jan 2000

  Provided administrative support for Business Development Officers and Account Executives. Handled responsibilities ranging from opening new accounts, researching and resolving customer problems, assisting in expediting loan, while serving as liaison. Comply with all bank regulatory policies and procedures Working knowledge of Hogan, ALS, CLS, Windows, Excel, Word and Lotus Notes Provided administrative support for Business Development Officers and Account Executives. Handled responsibilities ranging from opening new accounts, researching and resolving customer problems, assisting in expediting loan, while serving as liaison. Comply with all bank regulatory policies and procedures Working knowledge of Hogan, ALS, CLS, Windows, Excel, Word and Lotus Notes



KEY CORP

• Loan Specialist

  • Jan 1997 - Jan 1998

  Originated new commercial loans while tracking loan progress and resolving difficulties that occurred through out all phases of loan application and approval process. Ensure that all documents are Bank Policy-compliant. Working knowledge of Hogan, General Ledger, ALS and Lotus Notes Originated new commercial loans while tracking loan progress and resolving difficulties that occurred through out all phases of loan application and approval process. Ensure that all documents are Bank Policy-compliant. Working knowledge of Hogan, General Ledger, ALS and Lotus Notes