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Customer Service Manager

Location:
New York, New York, 10017, United States
Posted:
May 23, 2010

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***** E. *******

*** **** **** ******, *** York, NY 10017

************@***.**.*** 908-***-****

SUMMARY OF SKILLS & QUALIFICATIONS

*Detail-oriented administrative professional with diverse experience in

increasingly responsible office support roles.

*Excellent organizational skills, strong customer service, internet

research skills and proficient in using Microsoft Word, Excel, Outlook,

Power Point, Lotus Notes and AFS/WLI commercial loan systems.

*Proven ability to produce excellent and accurate work in deadline-

intensive environments.

*Written and oral proficiency in Spanish.

EXPERIENCE

HERALD NATIONAL BANK, NEW YORK, NY

Senior Private Client Associate (11/08 -2/10)

*Administrative support to four Managing Directors in Commercial Middle

Market Private Banking sector.

*Drafted correspondence, managed calendars, booked and managed travel and

expenses, ordered office supplies, processed loan advances and pay downs on

lines of credit and term loans, generated wire transfers, approved

overdrafts, opened and maintained Business & Consumer Checking, Money

Market, Landlord Tenant Security, Escrow and IOLA accounts.

*Handled and resolved all customer service inquiries and requests.

*Performed due diligence on business customer profiles in accordance with

USA Patriot Act KYC regulations and maintained and updated all files for

accuracy.

*Followed up and reported on past due payments, matured loans and tracked

loan deficiencies.

HSBC BANK USA, N.A., NEW YORK, NY

Client Administrator (1/01 - 11/08)

*Supported Sr. Vice President-Leasing Manager in all phases of

documentation review, debt financing, funding, account maintenance,

compliance and collections of equipment lease loan portfolio.

*Communicated with Agent Banks on syndicated loans for closing, advances,

pricing, fees and rollovers.

*Interfaced with Commercial Loan Operations to ensure accuracy of posted

payments to obligations and noted discrepancies between loan systems and

income reports.

*Reviewed and cured all collateral exceptions as well as follow-up on UCC's

and insurance requirements.

*Prepared monthly/quarterly profitability reports for new business

generated to reflect monthly income.

*Performed collection duties and reported status to senior management

inquiries on delinquent payments, calculated late charges, prepayments and

revised amortization schedules if partial payoffs occurred.

*Reviewed and revised Policy & Procedures Manual in alignment with evolving

departmental changes.

SUMMIT COMMERCIAL LEASING CORPORATION, CRANFORD, NJ

Sr. Account Administrator II (5/96-12/00)

*Promoted to Team Leader in 1/99 to cross train, develop and evaluate staff

to support loan and lease functions as well as revolving participation

facilities.

*Assisted and supported team of Relationship Managers and Credit Officers

in all phases of documentation and funding of lease and loan transactions.

*Inputted contracts unto DSI-Infolease accounting system and prepared

Uniform Commercial Code filings.

*Prepared all monthly reports for Bookings, Backlogs, Lease Lines of Credit

and Collections.

EDUCATION

American Institute of Banking, Clark, NJ

General Banking Diploma

Top student - Marketing and Accounting II

Daemen College Div. of SUNY at Buffalo

Liberal Arts



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