Experience

Midcoast Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Risk Specialist III

  • Aug 2022 - Present

  Assist both the Compliance/Risk and BSA teams Review reports for any necessary updates or potential errors Review alerts in Verafin Finalize and submit CTRs Review all potential suspicious activity with the BSA team and write the SAR narrative for processing if filing is determined necessary Assist the AVP Risk Manager as necessary Send email communication to entire credit union staff to communicate BSA trends, tips, procedure updates, etc. Prepare reports for the… Show more Assist both the Compliance/Risk and BSA teams Review reports for any necessary updates or potential errors Review alerts in Verafin Finalize and submit CTRs Review all potential suspicious activity with the BSA team and write the SAR narrative for processing if filing is determined necessary Assist the AVP Risk Manager as necessary Send email communication to entire credit union staff to communicate BSA trends, tips, procedure updates, etc. Prepare reports for the Supervisory Committee Meetings and Board Meetings Assist with internal and external audits Review legal documents such as, but not limited to, Power of Attorney, Trust, Estate, Personal Representative, and Guardianship Assist with Vendor Management Assist and host trainings for BSA requirements Assist with maintaining the credit union's BSA/AML and CIP programs

• Deposit Operations Team Lead

  • May 2020 - Sep 2022

  Deposit Operations Team Lead April 2021-September 2022 Assisted both the Deposit Operations and BSA teams Reviewed and processed incoming/outgoing wires Reviewed and processed transfer requests Reviewed reports for any necessary updates or potential errors Audited new accounts opened via online and in-branch Reviewed alerts in Verafin Finalized and submited CTRs Reviewed all potential suspicious activity with the BSA team and wrote the SAR narrative for processing if… Show more Deposit Operations Team Lead April 2021-September 2022 Assisted both the Deposit Operations and BSA teams Reviewed and processed incoming/outgoing wires Reviewed and processed transfer requests Reviewed reports for any necessary updates or potential errors Audited new accounts opened via online and in-branch Reviewed alerts in Verafin Finalized and submited CTRs Reviewed all potential suspicious activity with the BSA team and wrote the SAR narrative for processing if filing is determined necessary Assisted the Deposit Operations Manager as necessary Assisted with processing Fed Returns and levy notices Sent email communication to entire credit union staff to communicate BSA trends, tips, procedure updates, etc. Assisted with Deposit Operations and BSA audits as necessary Assisted with annual abandon property maintenance Completed BSA report for monthly Board Member meetings Assisted and hosted trainings for BSA requirements Assisted in maintaining the credit union's BSA/AML and CIP p Deposit Operations Specialist III May 2020-April 2021 Assisted both the Deposit Operations and BSA teams Reviewed and processed incoming/outgoing wires Reviewed and processed transfer requests Reviewed reports for any necessary updates or potential errors Audited new accounts opened via online Reviewed alerts in Verafin Finalized and submitted CTRs Reviewed all potential suspicious activity with the BSA team and wrote the SAR narrative for processing if filing is determined necessary Sent email communication to entire credit union staff to communicate BSA trends, tips, procedure updates, etc. Completed BSA report for monthly Board Member meetings



Eastland Shoe

• United States
• Retail Apparel and Fashion
• 1 - 100 Employee

• Customer Service Representative

  • Nov 2019 - May 2020

  Answered all calls in a timely manner Sorted order tickets Printed and mailed monthly statements Processed returns Assisted the warehouse with shipping when needed



Hodgkins Law, PLLC

• Client Services Manager

  • May 2019 - Nov 2019

  Brunswick, Maine Answered all incoming calls in a timely manner Coordinated all scheduling for current and prospective clients Processed and recorded payments Maintained client and prospective client database Updated and managed website Updated and managed social media profiles Tracked seminar results of attendees, appointments booked and retained clients Coordinated seminars - book venues as needed, work with direct mail company for invites, maintain reservation database, reminder calls… Show more Answered all incoming calls in a timely manner Coordinated all scheduling for current and prospective clients Processed and recorded payments Maintained client and prospective client database Updated and managed website Updated and managed social media profiles Tracked seminar results of attendees, appointments booked and retained clients Coordinated seminars - book venues as needed, work with direct mail company for invites, maintain reservation database, reminder calls, thank you for attending calls, check in, set up and break down Show less



Town & Country Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Call Center Manager

  • Feb 2014 - May 2019

  Call Center Manager July 2016 – May 2019 Supervises the Member Service Phone Representatives Works with managers, staff and other employees to meet members needs Provides service and sales support, training, coaching, recognition and subordinate development to staff Assist with call escalation Responsible for all regulatory compliance within the Call Center Ecommerce Specialist September 2015 – July 2016 Acted as online banking and bill pay… Show more Call Center Manager July 2016 – May 2019 Supervises the Member Service Phone Representatives Works with managers, staff and other employees to meet members needs Provides service and sales support, training, coaching, recognition and subordinate development to staff Assist with call escalation Responsible for all regulatory compliance within the Call Center Ecommerce Specialist September 2015 – July 2016 Acted as online banking and bill pay support Assisted with online member registration Followed up with First Base leads and Live Person requests along with other online requests Supported and backed up the Member Service Phone Representatives when needed Member Service Phone Representative July 2015 – September 2015 Answered all calls in a timely and professional manner Assessed the member’s needs and directed them appropriately Processed credit card payments that are mailed into the credit union Member Service Representative I June 2014 – July 2015 Opened new memberships along with recognized products that would fit the new member’s needs Reviewed and Processed ATM deposits Printed out end of day reports and made sure checks match and balance with Check21 Successfully preform all tasks that a Teller I completes Teller I February 2014 – June 2014 Greeted members, processed their transactions and met any other needs they might have Balanced at the end of the shift without outages Talked with members to see if there are products they do not have that can be offered to them Show less



Byrnes' Irish Pub

• Waitress/Bartender

  • Jul 2012 - Nov 2016

  Bath, ME



Direct Display

• Graphic Design
• 1 - 100 Employee

• Office Administrator

  • May 2013 - Jan 2014

  Bath, Maine Managed online calendars of events for multiple websites along with their coordinating Facebook pages Tracked and entered accounts payable and account receivable with the use of QuickBooks Entered new contracts in appropriate databases and in QuickBooks Managed multiple magazines’ mailing lists and sent out publications Prepared sales packets for the sales reps and their territories Completed clerical tasks such as filing, data entry, photocopying, scanning and faxing



Putnam Investments

• United States
• Financial Services
• 700 & Above Employee

• Administrative Assistance

  • Jun 2011 - Jun 2012

  Boston, MA Administrative Assistance for the Conference Planning & Travel Department Coordinated car services for employees and clients Supported the 2 corporate drivers by maintaining their calendars Handled ticket sale requests for employees and clients with outside vendors Answered phones, took messages, ordered supplies for the department – team of 11 Organized RSVPs, managed prepping items such as name badges and tent cards for upcoming meetings/conferences



AVI-SPL VideoLink

• United States
• Media Production
• 1 - 100 Employee

• Receptionist/Office Coordinator

  • May 2010 - Jun 2011

  West Newton, MA Greeted all guests and clients and assistant, answered phones and directed the callers to the proper employee Supported the Office Manager directly along with other departments when needed Tracked and ordered general office supplies Handled all incoming and outgoing mail and packages



Darden

• United States
• Restaurants
• 700 & Above Employee

• Olive Garden - Server/Host/Take Out Specialist

  • Mar 2009 - Jun 2011

  United States



Franklin Pierce University

• Student Assistant/Student Worker/Receptionist

  • May 2007 - May 2009

  United States Student Assistant - International Programs Office August 2007 – May 2009 Supported the director of the program administratively Answered phones, managed calendar, coordinated travel and tracked expenses Completed clerical tasks such as filing, data entry, photocopying and coordinated mail Student Worker - Conference Center May 2007 – December 2007 Managed the conference room schedules Prepared for meetings, set up and cleared meeting spaces daily Worked with… Show more Student Assistant - International Programs Office August 2007 – May 2009 Supported the director of the program administratively Answered phones, managed calendar, coordinated travel and tracked expenses Completed clerical tasks such as filing, data entry, photocopying and coordinated mail Student Worker - Conference Center May 2007 – December 2007 Managed the conference room schedules Prepared for meetings, set up and cleared meeting spaces daily Worked with clients to ensure all materials were in place before meeting occurred Receptionist - President's Office May 2007 – August 2007 Answered all incoming calls, took accurate messages and transferred calls to appropriate parties Kept a welcoming atmosphere in the office Greeted visitors and support the office administratively Show less



Leo's Restaurant

• Germany

• Manager/Host/Server

  • Nov 2002 - May 2008

  United States Opened/Closed the restaurant Cash handling Supported the catering services when needed