Experience

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  Eastern Bank

  • Nashua, New Hampshire

  • Loan Administration Coordinator

    • Oct 2013 - Present
    • Nashua, New Hampshire

    In October 2014 Centrix Bank mergered with the Massachusetts based Eastern Bank.

• 

  East Boston Savings Bank

  • United States
  • Banking
  • 100 - 200 Employee

  • Commercial Lending Administrator

    • Jul 2010 - Oct 2013

  • Commercial Loan Administrator

    • Jul 2010 - Oct 2013

    Lending Assistant to four of the highest volume Loan Officers in the Commercial Lending Department. Have assisted more than 6 loan officers at one time. Responsible for maintaining and organizing loan files to ensure all documentation is received and prepared prior for closing. Provide a superior customer service experience. Work closely with attorneys to ensure all legal documents are received and to schedule closings. Fast paced office environment with a constant influx of new/changing procedures. Necessary to be flexible, organized and controlled in this current office environment. - Write, Produce and organize loan files/legal documentation- Enter loans into Lending System and other computer applications (proficient in Word/Excel/PowerPoint)- Schedule meetings and loan closings- Book meeting rooms and monitor lenders calendars - High-level Customer service representative- Created “Standard Operating Procedures” for various job functions - East Boston Savings Bank Employee Event Committee Chair- Planned the Banks 300+ employee appreciation/sales rally event for the past 2 years - Team Captain of Dana Farber Jimmy Fund Marathon Department team

• 

  Berkshire Bank

  • Springfield, Massachusetts Area

  • Financial Services Representative / Assistant Manager

    • Oct 2009 - Jul 2010
    • Springfield, Massachusetts Area

    Assist in developing and acquiring business to ensure the success and of the new Berkshire Bank Springfield office. Introduce and acquaint customers with the unique bank facility offered at the new location. Provide exceptional customer service, while supporting and mentoring the staff cohesively. Consistently develop new customer service skills and sales strategies to progress in the banking industry.- Assist in managing a branch staff of four employees- Developed “Savings Makes Cents” program designed to educate students on banking- Visit local businesses to introduce Berkshire Bank products and staff- Responsible for all account opening, loan application and customer concerns- Berkshire Bank Relay For Life Fundraising Committee- Berkshire Bank scholarship review committee

• 

  The Bank of Western Massachusetts

  • Northampton, MA

  • Personal Banker / Assistant Manager

    • Dec 2008 - 2009
    • Northampton, MA

    Responsible for the teller and platform staff. Ensure the ability for both to work collectively as a team to achieve a common goal. Act as one on one mentor to staff members to help them accomplish personal targets. Help ensure that procedural protocol is always followed.Continually make use of years of banking practice to provide consumers and business customers with advanced quality service to satisfy their desires.- Managed a branch staff of five employees- Developed plans to increase staffs sales abilities and knowledge of products- Responsible for creating monthly schedules- Account servicing and customer service representative

• 

  Citizens Bank

  • United States
  • Banking
  • 700 & Above Employee

  • Teller Manager

    • May 2008 - Dec 2008

    Directed, organized and contributed to the accomplishments of the teller staff by using effective management techniques. Was a resource to fellow employees; ensured that procedural protocol was followed, and helped couch distinctive customer service practices in a fast-paced, retail- oriented environment. Utilized the essentials of financial sales experience and outstanding communication skills to provide consumers and business customers with the accurate and superior service to fulfill their needs.- Managed a teller staff of four- Perform surprise cash audits and quarterly reviews- Developed plans to increase staffs sales abilities- Controlled all cash vaults and cash ordering responsibilities- Bank At Work director and board member

  • Personal Banker

    • Nov 2006 - Jul 2008

    Support and contribute to the success of the bank by effectively collaborating with fellow employees, use resources to carry out bank operations, and sales efforts in a fast-paced, retail-oriented environment. Utilized knowledge of financial products, lending experience and excellent communication skills to provide consumers and business clients with the appropriate service to fulfill their goal.Primary Accomplishments Include:- Promotion: After six months working for Citizens Bank was promoted from a Teller to Personal Banker I. Requiring a full understanding of bank operations, procedures, and a consistently high level of customer care.- Sales: Contribute to the overall sales goals with aggressive strategies.