Monica DeMaio (formerly, Zoccolillo)
Business Development Consultant at VIBRANALYSIS INC.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
-
Spanish -
-
Chinese (Simplified) -
Topline Score
Bio
Credentials
-
OSCHA Certification
JDA Certified
Experience
-
VIBRANALYSIS INC.
-
United States
-
Civil Engineering
-
1 - 100 Employee
-
Business Development Consultant
-
Oct 2019 - Present
-Contacting potential clients to establish rapport and arrange meetings. -Planning and overseeing new marketing initiatives. -Researching organizations and individuals to find new opportunities. -Increasing the value of current customers while attracting new ones. -Finding and developing new markets and improving sales. -Attending conferences, meetings, and industry events. -Developing quotes and proposals for clients. -Developing goals for the development team and business growth and ensuring they are met. -Training personnel and helping team members develop their skills. Show less
-
-
-
Sterling National Bank
-
United States
-
Banking
-
300 - 400 Employee
-
Manager of Business Banking-Loan Support
-
Jun 2013 - Oct 2019
• Responsible for all loan/application functions related to the loan process for Business Banking • Provide support to the Bank’s sales and underwriting teams. Includes facilitating the application process from receipt thru documentation • Determine relationship exposure via internal bank systems, review of applications, tax returns, financial statements, and other supporting docs • Obtain consumer and business reports, verify entity status and perform the necessary compliance and regulatory checks in accordance with association and regulatory requirements • Ensure that all application data is scanned accurately and in a timely fashion • Confirm and validate all loan and decision data upon receipt of final status, generate notifications to Branches/Relationship Managers and send decision notifications to applicants in a timely fashion • Obtain all conditions required for booking. Meet the timely requirements of Regulation B • Provide excellent customer service to Branch Personnel and Relationship Managers. Coordinate process for Underwriters, Relationship Managers, Branch personnel and borrowers to ensure loans are presented in accordance with underwriting guidelines • Monitor and coordinate annual review of revolving line of credit portfolio in accordance with the credit policy • Support in quality control and reporting functions • Updating and following approved mortgages via mortgage log and ordering of appraisal/environmental/flood reports • Research daily Business Banking client exception items through Branches/Relationship Managers to determine current status for Director of Underwriting • Work closely with Branch personnel to ensure proper funding requirements • Organize and provide monthly reports consisting of critical data needed bank wide. This data includes but is not limited to declines, approvals, counter offers, and renewals • Ensure compliance with all regulations, policies, and procedures • Perform additional accountabilities as required Show less
-
-
-
-
Partner
-
May 2010 - Nov 2017
• Develop and guide programs and company strategy • Participate in budgeting and forecasting with investment firm, while overseeing revenue generation • Develop and manage relationships across the business to maximize revenue • Provide sound financial advice on business matters amongst accounting team and investment firm, while analyzing financial reports • Ensure company policies and procedures are followed by each department • Work with the partners to sustain and grow programs and service • Manage administrative functions to ensure smooth and efficient operations of the organization • Identify and lead new business opportunities, while ensuring performance goals are met and set • Ensure highly productive relationships and distributional partnerships for the benefit of the organization and fulfill duties delegated by C-suite staff • Orchestrate, attend, and preside over meetings • Sets goal, monitor work, and evaluate results to ensure that departmental and organizational objectives and operating requirements are met and are in line with the needs and mission of the organization • Represent the organization to the public, key investors and business partners • Plan and implement the annual calendar of activities including fundraising initiatives, special events and the official administrative acts • Create presentations for investor meetings • Responsible for leading marketing operations, sales operations, product management, partnership marketing, customer service and customer retention • Advertising responsibilities (i) overseeing trade show exhibiting, (ii) printed promotions and electronic promotions such as web sites and social media • As part of the marketing operations, entitled to take care of the company's media and industry relations, advertising, interactive programs, communications as well as market and customer research Show less
-
-
-
The First National Bank of Long Island
-
United States
-
Financial Services
-
1 - 100 Employee
-
Head teller/ Cross Trained CSR
-
Sep 2007 - Jun 2013
• Manager teller line • Schedule teller workflow and ensure high-quality customer service • Responsible for teller performance, and performance issues • Manage teller station cash balances, vault records, cash supply, inventory of negotiable instruments • Oversee large cash transactions, internal/external currency transfers • Ensures daily balancing of each teller station at close of business and all monies secured according to procedure • Train staff regarding compliance of bank policies, laws and regulations • Oversee high-quality operation of branch environment (ATMs, teller equipment, etc.) • Deal with difficult/high-profile customer issues • Work with other head tellers from other bank branches regarding teller training • Handle transactions over individual teller limits within authority • Backup for branch platform operations (new accounts, safe deposit, etc.) • Perform regular teller duties as workflow dictates • Order cash and all supplies for the branch Show less
-
-
Education
-
2015 - 2015
Investment Banking Institute
Certificate Program in Financial Analyzing -
2010 -
Fashion Institute of Technology
Bachelor’s Degree -
2004-2005 Wilson Tech
-
2005-2007 Suffolk Community College
Liberal Arts
Community
