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Kathy Petris is a seasoned finance professional with extensive experience in commercial lending, portfolio management, and customer service. She has held various leadership positions, including Vice President at Country Bank and Assistant Vice President at People's United Bank, N.A. Kathy's expertise spans multiple areas, including risk management, financial analysis, and team building. She has a strong background in financial analysis, having worked as a portfolio manager at Berkshire Bank and Hampden Bank. Her proficiency in languages includes proficiency in multiple languages. Kathy holds a degree from Massachusetts Career Development Institute and Corning Community College. She is a skilled executive assistant and has experience in providing confidential and administrative support to senior-level executives.

Experience

    • Vp, Commercial Product Strategy Manager

  • Country Bank
    • Ware, Massachusetts, United States
    • VP, Commercial Loan Administration and Servicing
      • Apr 2022 - Present
      • Ware, Massachusetts, United States

    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • Feb 2021 - Apr 2022

    • Assistant Vice President, Portfolio Manager
      • Feb 2019 - Feb 2021

      Provide portfolio management in monitoring and servicing an existing portfolio of small business loans up to $2 million.Technically skilled business financial professional with a versatile credit and administrative support skill-set developed through experience as a portfolio manager, senior administrative assistant, commercial operations analyst and loan administration supervisor.Excel in resolving customer/employer challenges with innovative solutions, systems, and process improvements proven to increase efficiency, customer satisfaction and the bottom line.Specialties: Risk management, portfolio management, commercial loan/commercial real estate/asset based lending financing, legal documentation preparation and review, supervision and team building, prospecting and sales, and credit monitoring.

  • Berkshire Bank
    • Springfield, Massachusetts
    • Portfolio Manager
      • Jun 2015 - Feb 2019
      • Springfield, Massachusetts

      Provide relationship management in monitoring and servicing an existing $70 million portfolio of small business loans up to $2 million in the Pioneer Valley region. Continuously evaluate operational and financial performance to maintain portfolio quality and risk rating accuracy.

  • Hampden Bank
    • Springfield, Massachusetts Area
    • Executive Assistant
      • Oct 2012 - Jun 2015
      • Springfield, Massachusetts Area

      Provide skilled, diversified, confidential and administrative support of an executive nature to the President/CEO. Perform technical and complex activities requiring discretion and independent judgment. Work with C Suite/senior level executive personnel and persons at all levels of the company, handling highly confidential materials. Stand ready and willing for new challenges or special projects.Compile, format and distribute materials to the Board of Directors and Committee meeting materials, minutes, and records. Coordinate and facilitate C Suite and senior-level executive meetings and functions with a certain latitude for independent judgment. Assist with highly confidential functions and projects. Schedule meetings offsite and onsite.

  • Sovereign Bank
    • Springfield, Massachusetts Area
    • Senior Relationship Administrator
      • Mar 1989 - Oct 2011
      • Springfield, Massachusetts Area

      Diverse work experience and highly proficient in executive support, office management, customer care, account management, business/sales development, C&I and CRE lending, workout and asset management.

    • Administrative Assistant-CRE
      • 1900 - 1900

Education

  • 1981 - 1983
    Corning Community College
  • Massachusetts Career Development Institute

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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