Qualifications for Financial Services
Results-Generating Professional Specializing in Loan Closing, Funding & Post-Closing Processes
Accomplished Leader who makes sound decisions to reflect positively on financial and operations initiatives in alignment with a company’s vision, value, and goals, and who offers solutions-centric critical thinking for insightful, change-oriented business results. Ambitious Self-Starter who rises above challenges to improve the bottom line and achieve winning outcomes, including quickly adapting to evolving market scenarios while independently resolving in-depth issues and improving objectives at the site level. Excellent Communicator who develops synergistic relationships with cross-geographical financial executives, banking / lending professionals, and customers, and who leads multidisciplinary teams by example and with ethics and integrity.
Customers Bank 2012 – 2017
Closing & Funding Supervisor
Capitalized on the opportunity to lead forward-thinking coordination and oversight of Closing and Post-Closing Department operations, including recruiting, training, and managing top-performing team members while continually promoting customer service excellence by providing ongoing coaching. Prepared loan documentation and coordinated funding and loan boarding. Participated in due diligence and escrow analysis.
Strategically managed workflow and turnaround times for loans.
Developed and implemented core training materials for branch team members.
Optimized use of resources to achieve goals by delivering support to bank branch personnel.
Served as Bucks County liaison for annual United Way events, including an annual giving campaign.
Comprehensive Investment Solutions (CIS) 2009 – 2011
Utilized broad scope of industry knowledge toward driving comprehensive client account administration and reconciliation initiatives to verify accuracy of security holdings. Directed details-centric quarterly performance reporting and managed transfer of assets and securities. Facilitated rollover of qualified accounts.
Served as a “go-to” liaison with the company’s key custodian.
Delivered administrative support for management and financial planners.
Optimized administrative efficiency by maintaining electronic records.
JPMorgan Chase 2001 – 2008
Strategically steered fast-paced Closing Department operations, including training, mentoring, and managing a results-generating team of financial professionals in maximizing customer service levels while regularly liaising among sales and operations teams and encouraging on-going coaching efforts. Prepared and disseminated valuable professional presentations for use with internal and external audiences.
Recognized as a 6-time “JPMorgan Chase Service Star Award” leadership winner.
Noted for supporting firm’s values of Integrity, Respect, Excellence, and Innovation.
Developed and implemented training materials and forms for Loan Officer field support.
Streamlined procedures while managing workflow and enhancing department turnaround time.
Education, Professional Development & Technical Summary
Associate of Fine Arts (Graphic Design & Photography) Bucks County Community College
Undergraduate Business & Accounting Studies Strayer University
Notary Public – Commonwealth of Pennsylvania
Business Reports Accounting Auditing Procedures Management
Electronic File Management Microsoft Office Microsoft Publisher
Encompass DecisionPro LaserPro