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Click here or scroll down to respond to this candidateCandidate's Name
Street Address North Broadway #O-2Irvington, NY Street Address
Home: PHONE NUMBER AVAILABLECell: PHONE NUMBER AVAILABLEEMAIL AVAILABLEFINANCIAL OPERATIONSExperienced in auditing, branch management and loan origination support Knowledgeable in the areas of compliance, mortgage banking, cash management and lease financing EDUCATIONMercy College, Dobbs Ferry, NYBachelor of ScienceBusiness Administration and MarketingAmerican Institute of BankingPrinciples of BankingPROFESSIONAL EXPERIENCESterling National Bank Yonkers, NY 2015-PresentCorporate Services Support SpecialistProcess Remote Deposit Capture Applications via EPS Profit Stars softwareMigrated customer profile accounts via Bank Link transition processInitiate third party reimbursement transactions for premium lockbox clients from start to finishAnalyze and manage RDC inquiries through Sterling Central Portal, in response to a broad range of service requests:- Modification of client profiles;- Adjust accounts in accordance with credit limits;- Analyze RDC requests, for both temporary and permanent velocity limits, to support initial authorizations granted by management;- Identify electronic accounts that require integration with Sterling National Banks e- banking system.Hudson Valley Bank Yonkers, NY 2010 - 2015Cash Management Customer Service RepresentativeCreate best practice for client services through the management of daily operationsMonitor inquiries and investigations to ensure follow-up and quality assurance standardsResponsible for amending client accounts through I-Boss Rapid RemoteOverride daily dollar deposit limits in accordance with client requests and bank regulationsIdentify, adjust and secure sensitive client information via Web Vault and Image Archives Citibank, N.A., Citi Capital, Harrison, NY 2007 -2008 Consulting Lease Pricing SpecialistPrimary MHF contact responsible for providing monthly payment quotations and pricing on credit approvals for lift truck leases and loans, both internally and externally to equipment dealersProvided interest rates, amortization schedules, end of lease equipment values, and various term and purchase option structuresReviewed proposed lease structures and pricing to ensure complete and accurate information in accordance with all applicable internal policies.Resolved client issues and provide general leasing informationFollowed up with dealers on payment quotations and approved credit applications in an effort to meet or exceed MHF goals for retail new business volumeExceeded established performance standards for turnaround times and volumes for quotes, pricing, follow- up calls and dealer serviceResource Mortgage Banking, Tarrytown, NY 2002 - 2007 Mortgage Pricing CoordinatorPrepared and distributed weekly rate sheet to all sales personnelLocked-in existing loans in pipeline at commitment or prior to closingPriced out new loan submissions and re-priced existing loans in pipelineIssued various price quotes on different loan scenarios to sales personnel and senior managementUpdated rates and A.P.R.s for weekly fax blast advertisement.Assisted in updating investor guidelines on product matrix. American Mortgage Services, Shelton, CT 2000 - 2002 Secondary Marketing AnalystRegistered new loans with investors and entered loans into Excel and Contour SystemsLocked in new loans/existing loans in pipelinePrepared and distributed daily rate sheetUpdated new rate changes, extensions and investor modificationsIssued pricing/quotes on various loan scenariosKEY ACHIEVEMENTSExcellence in Customer Service AwardAchievement Award for Outstanding Service to Co-WorkersYellow Belt Certified for RDC ProcessSKILLSBysis (Image Research), Infoview, Lockbox Webvault, FIS Client Portal, Bankway, I-Boss Rapid Remote, Lockbox Image Archives, MS Windows (PowerPoint, Word, Excel), Lotus, Info Lease, EPS Profit Stars and Klik Technologies. |
