Experience

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  M&T Bank

  • United States
  • Financial Services
  • 700 & Above Employee

  • SBA Lending Specialist, Assistant Vice President

    • Sep 2022 - Present

  • Special Assets Relationship Liaison, Assistant Vice President

    • Nov 2006 - Sep 2022

• 

  People's United Bank, N.A.

  • United States
  • Financial Services
  • 700 & Above Employee

  • Loan Resolution SBA Specialist

    • Jun 2019 - Apr 2022

  • Lead Administrative Assistant

    • Nov 2005 - Apr 2022

• 

  People's United Bank

  • Springfield, Massachusetts Area

  • Lead Administrative Assistant- Risk Management/Loan Resolution

    • Nov 2005 - Apr 2022
    • Springfield, Massachusetts Area

    Lead Administrative Assistant / Senior Commercial Lending Rep. / Branch Operations Assistant/ Customer Service Rep.  Reviewed loan agreements to ensure that they are complete and accurate according to policy. I worked with clients to identify their financial goals and to find ways of reaching those goals. I handled customer complaints and took appropriate action to resolve them. Arranged for maintenance and liquidation of delinquent properties. Work closely with lender and Attorneys throughout the loan process from start to finish. Worked diligently to ensure all maintenances on loan accounts were executed correctly and executed in a timely manner. Executed daily operations of branch audits. Examined inventory to verify journal and ledger entries. I prepared detailed reports on audit findings. I examined records and interviewed workers to ensure recording of transactions and compliance with laws and regulations. Documented records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken. Conferred with customers by telephone and in person in order to provide information about products and services, to take orders and cancel accounts, and to obtain details of complaints.

• 

  Citizens Bank

  • Springfield, Massachusetts Area

  • Head Teller

    • Jul 2003 - Nov 2005
    • Springfield, Massachusetts Area

     I resolved problems and discrepancies concerning customers' accounts in a timely professional manner.Executed daily operations of balancing the branch and ATM Machines. Cashed checks and paid out money after verifying that signatures were correct, that written and numerical amounts agreed, and that accounts had sufficient funds. Received mortgage, loan, and public utility bill payments, verifying payment dates and amounts due. I was instrumental in leading a team of four tellers to reach and achieve monthly and quarterly goals.  Prepared and verified cashier's checks. Explained, promoted, and sold products and services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations. I supervised four employees that with time we grew as team in sales and providing outstanding customer services.

• 

  Citicorp Trust Bank

  • West Springfield, MA

  • Data Entry Clerk / Booker Funder of Loans

    • Sep 2001 - Jul 2003
    • West Springfield, MA

    I provided General office support utilizing computer system, filing reports, entering data, ordering supplies and answering financial advisor questions. I bestowed team leadership to accomplish department goals and monitor workflow. I performed all aspects of customer support, including coordinating promotions and providing details for products and services.