Bio
Credentials
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Accredited Payments Risk Professional
NachaJan, 2021- Apr, 2026 -
Accredited ACH Professional (AAP)
NACHAJan, 2011- Apr, 2026
Experience
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Primary Bank
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Bedford New Hampshire
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Senior Vice President Operations
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Mar 2015 - Present
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Bedford New Hampshire
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Centrix Bank
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Bedford, New Hampshire
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AVP, Electronic Banking Officer
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Mar 2008 - Nov 2014
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Bedford, New Hampshire
• Manage staff performance appraisals, staff training, and cross training.• Coordinate, plan, and direct daily work setting priorities and directing workflow.• Work with high profile customers to implement new processes and changes to services and systems.• Plan, test, document, and implement new features and products that pertain to Electronic Banking. • Plan and manage department budget.• Implement and manage internal department controls.• Provide excellent support to internal and external customers.• Author and manage departmental and bank wide procedures.• Ensure department is in compliance with all policies, regulations, and guidelines.• Manage and monitor fraud alerts for EFT transactions.• Manage the wire transfer, ACH, ATM/Debit card, and internet banking functions of the bank.• Special recognition award winner 2014.• Active Member of the Compliance Committee and the Fraud Response Team.
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Branch Supervisor II
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Oct 2002 - Mar 2008
• Managed employee performance appraisals, schedules, cash variances, and referral goals.• Member of the Peer Audit and Crisis Response teams. • Key player with two system conversions integrating newly acquired banks to TD Banknorth’s platform• Monitored branch cash levels to ensure they are within branch limits.• Ensured the branch compliance with all policies, procedures, and regulations.• Processed mortgage/consumer loan applications. • Balanced ATM and TCD machines. • Proficient in IRA accounts.• Managed branch in absence of superiors.
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Quality Assurance Engineer
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Jan 2001 - Jun 2001
• Managed, authored, and executed feature, system and integration tests for thinkDB Desktop, an import/export synchronization utility for a variety of hand-held devices.• Performed beta and regression testing to help bring two new product cycles to fruition.• Worked closely with the director to plan the implementation of quality procedures in this start up organization to increase the stability of its range of products.
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Quality Assurance Engineer
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Mar 2000 - Dec 2000
• Created test plans for software subsystems, developed and executed feature, system, and compatibility tests, reviewed documentation for technical accuracy and clarity.• Team Lead on several internal projects, working with engineers to track and resolve software issues.• Participated in three releases of software versions within nine months.
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Electronic Banking Administrator
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Dec 1996 - Mar 2000
• Responsible for wire transfer verification and transmission.• Authored, designed, and executed training programs on a cross-departmental basis.• Researched and resolved any outstanding items on the Federal Reserve and BankBoston general ledger accounts for wire transfer entries. • Processed ACH transfer request for Cash Management customers. • Performed daily reporting for Treasury Tax & Loan to the Internal Revenue Service. • Installed, trained, and provided technical support to customers using the bank's proprietary account integration software; Total Treasury Manager. • Lead consultant for the Work Flow redesign committee
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Branch Operations Supervisor
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Jul 1989 - Dec 1996
• Manage employee performance appraisals, schedules, training, cash variances, and referral goals. • Monitored and controlled variation expenses and charge-offs. • Ensure the branch is in compliance with all policies, procedures, and regulations.• Received Star Performer Award for Customer Service.
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Education
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New England College of Finance
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