Qualifications:
. Twelve years of banking experience
. Knowledge of Personal Banking, Mortgages, and Accounts Payable
. I am a Team Player and a fast learner and have the ability to multi-
task in a fast-paced environment
. Knowledge of Microsoft Excel, Access, Word, Outlook, Visio, Power
point, Fiserv Unifi
. Excellent customer interaction skills, Pleasant phone manner,
Attention to detail
Santander Bank Work Experience
01/2013-present Mortgage Closer
. Responsible for contacting closing attorneys and banks to verify
all information on the loan documentation was accurate. This
included reviewing the HUD statement, Deed, Title, Insurance Binder
and Wire amount.
. Entered the confirmed information into the mortgage application,
produced the closing documentation, and mailed to the Closing
attorney
. Wired the funds for the closing to the closing attorney's bank
account process GL entries
Bank of America Work Experience:
7/05-04/12 Corporate Accounts Payable, Senior Operations Analyst, Research
& Payment Processing
. Process Domestic and foreign wire requests and key the information
into the Wire system for payment
. Responsible for reviewing invoices to ensure the proper payments to
vendors and Bank Associates and to identify possible fraudulent
checks for alteration or false endorsement
. Review the Duplicate Payment report and research potential
duplicate payments to ensure vendors and associates are not paid
twice in error. Recover funds from Vendor or associate if needed.
. Process Credit Memos and Stop Payment requests and reissue checks
as requested
. Served on the Conversion Team for the MBNA, US Trust, LaSalle Bank,
and Countrywide Mortgage transitions, performing the following
tasks:
o Drafted the Business Requirement Documents, Test Scripts,
Test Cases and Playbook for Conversions that will be used for
future conversions
o Executed Systems Integration and User Acceptance testing
o Validated converted data during the conversion to production
. Train co-workers and Legacy associates on various AP Research and
Payment Processing applications and Operating procedures. Provided
assistance to Legacy Associates post conversion. Participated in
conference calls and conducted meetings for conversions.
. Wrote procedures for Accounts Payable processes including those
specific to Legacy conversions. Drafted process flow maps for
Accounts Payable procedures by using Visio.
. Participated in process Excellence sessions with the goal of
updating Research procedures and making them more efficient
. Acted as a point person on a Process Improvement project with the
following tasks:
o Set up weekly meetings with team members
o Assigned Test scripts to Team members
o Maintained a Defect report of all items that needed to be
corrected by the Technology team
Fleet National Bank Work Experience:
6/03-11/05 Fleet Mortgage
. Was responsible for contacting Closing attorneys and banks to
verify all information on the loan documentation was accurate.
This included reviewing the HUD statement, Deed, Title, Insurance
Binder and Wire amount.
. Entered the confirmed information into the mortgage application,
produced the closing documentation, and mailed to the Closing
attorney
. Wired the funds for the closing to the closing attorney's bank
account
2001-2003 Account Opening
. Reviewed applications for personal account opening requests
received through various channels and verified that all information
on the applications were correct
. Verified that the potential customer was not on the Fraud List by
accessing Chex Systems and the N.C.P.S system
. Verified that all documentation was complete and that the account
was able to be opened
Education:
Community College of Rhode Island: Attended one year
East Providence High School: Graduated with diploma
Volunteer Events:
. Volunteer annually for the Special Olympics, Relay for Life for the
American Cancer Society, The RI Food Bank, and The Light the Night
Walk for Lymphoma and Leukemia
. Work with children during free time by coaching sports such as
basketball, hockey, and baseball