Experience

The Savings Bank - TSB

• United States
• Financial Services
• 1 - 100 Employee

• Vice President/Senior Commercial Administrator

  • Aug 2022 - Present

• Assistant Vice President/ Senior Commercial Administrator

  • 2006 - Present

  Provide support for Senior Vice President Bank and various Commercial Loan Officers. Administrator of the Commercial Banking Group, assist with the management of commercial relationships and loan requests. Provide quality control review of loan proposals to ensure terms and conditions are consistent with loan policy. Prepared senior and executive level reporting for commercial loan portfolio and various state funded programs. Liaison between Bank and Bank's Counsel for all external loan… Show more Provide support for Senior Vice President Bank and various Commercial Loan Officers. Administrator of the Commercial Banking Group, assist with the management of commercial relationships and loan requests. Provide quality control review of loan proposals to ensure terms and conditions are consistent with loan policy. Prepared senior and executive level reporting for commercial loan portfolio and various state funded programs. Liaison between Bank and Bank's Counsel for all external loan transactions and documentation integrity audits. Responsible for FDIC and State audits. Responsible for data entry of commercial HMDA and CRA loans.



Medford Co-operative Bank

• Sr. Commercial Administrator

  • 1995 - 2005

  Provided support to Senior and Executive level Officers and Commercial Loan Officers of the Bank. Senior Administrative Assistant/Supervisor to Administrative staff. Primary contact for Commercial Client base. Handled commercial banking relationships and assisted with loan requests. Provided quality control review of loan proposals to ensure terms and conditions were consistent with loan policy. Responsible for loan operations function for all commercial loan products. Data entry of new… Show more Provided support to Senior and Executive level Officers and Commercial Loan Officers of the Bank. Senior Administrative Assistant/Supervisor to Administrative staff. Primary contact for Commercial Client base. Handled commercial banking relationships and assisted with loan requests. Provided quality control review of loan proposals to ensure terms and conditions were consistent with loan policy. Responsible for loan operations function for all commercial loan products. Data entry of new loans into the system, processed advances, participation payments, etc. Monitored and approved daily overdraft reports for Commercial Clients. Prepared senior and executive level reporting for commercial loan portfolio. Liaison between Bank and Bank's Counsel for all external loan transactions and documentation integrity audits. Created and implimented procedure manual for Commercial Loan Department. Responsible for FDIC and State audits. Various other duties as required

• Customer Service

  • 1985 - 1995

  Medford, Massachusetts Provided customer service to Bank customers for all new deposit products, IRAs, and collateral loans. Created and implemented training for students that participated in the High School Branch. Trained new employees and provided refresher training on regulatory requirements for all employees. Implemented new negotiable instrument tracking procedures as required in mid 1980’s. Created and implemented Safe Deposit Box procedures for new Safe Deposit Box vault that was added to the Bank as a… Show more Provided customer service to Bank customers for all new deposit products, IRAs, and collateral loans. Created and implemented training for students that participated in the High School Branch. Trained new employees and provided refresher training on regulatory requirements for all employees. Implemented new negotiable instrument tracking procedures as required in mid 1980’s. Created and implemented Safe Deposit Box procedures for new Safe Deposit Box vault that was added to the Bank as a result of a renovation. Worked with Bank’s Counsel to create and implement training and procedures on Fiduciary Accounts and documentation requirements. Responsible for Bank’s allotment of Traveler’s Checks. Processed Account Verification Requests. Participated in community events as a representative of the Bank.