Customer Service Sales

Ethel L. Peterson

**** * ******** ****** ************ IN 46226 317-***-**** or 289-7788

E-mail: *****.********@**********.***

Summary of Qualifications

Organized and efficient professional with extensive banking and financial industry expertise. Highly skilled

in administrative support and customer service roles in Middle Market Commercial and Business Banking

lending. Excelled in various progressive positions within Consumer Lending, Mortgage Servicing, Private

banking and Customer service.

Professional Experience:

Hoosier Trust Company, Indianapolis, IN 2013-May 2014

Trust Administrator/Personal Trust Assistant

• Served as liaison between personal trust and trust operations on issues related to account maintenance

and transactions.

• Took client calls, identify needs, and resolve client’s requests and issues.

• Recommended strategies for problem resolution to Trust officer, direct calls and requests to appropriate

trust officer

• Assist trust officer with completion of annuals reviews as requested, including preparation of back up

documentation, cash flow analysis, review of governing document and transactions.

• Perform research as needed in response to client inquiries and prepare routine written correspondence of

behalf of the trust officer etc.

• Complete account openings and closings as needed, including account set-up on the trust accounting

system.

Bank of America, Indianapolis, IN 2008-2012

Sales Support Associate

• Provided daily administrative support for commercial and business banking middle market loan officers

• Responsible for monitoring and updating the sales pipeline and inputting officer calls sales data for

reporting purposes

• Analyzed profitability and sales data and completed reports for the market sales meetings

• Served as the client and branch liaison for loan officers and managed the outlook calendars

• Compiled industry research data from Manta, Hoovers and D&B.

• Requested and verified corporate documents as requested to comply with legal know your client

requirement

• Opened, closed and did required maintenance for complex domestic and international commercial

treasury checking accounts

• Provided a high level of customer service to a diverse client base for the state of Indiana market

• Provided credit reference and written correspondence regarding the customer’s accounts upon request.

LaSalle Bank, Indianapolis, IN 2002 -2008

Commercial Loans Specialist

• Provided support to Commercial loan officers

• Processed loan renewals and interest rate resets on loans

• Requested and verified documents for loan closings

• Implemented loan advances and pay downs

• Provided customer support for the loan portfolio

• Opened new accounts

• Closed accounts and disbursed any remaining funds

Additional Lending Institution and banking experience:

Merchants National Bank

Peoples Bank

Bank One/Chase Bank

Union Federal/Huntington

Education and Training:

• Bank of America and LaSalle yearly bank required compliance courses

• Completed Huthwaite Spin Selling course

• 60 credit hours at IUPUI and University of Indianapolis in Business Administration/Management

• Associate Degree Business Administration & Management from Clark College, Indianapolis IN

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