Middletown NY 10940
Heritage Financial Credit Union
Middletown NY March 2023-Present
-Responsible for branch monthly loan and deposit goals. Referring too and assisting the Financial Service Representative with meeting and exceeding these goals.
-Responsible for branch weekly cash control.
-Underwrite, approve and process personal loans, home equity loans, and personal lines of credit.
-Recruit, develop and coach credit union employees.
- Ensure adherence to regulatory procedures and credit union policies including branch monthly and weekly audits.
April 2021-January 2023
Commision Departments Manager
-Responsible for Cosmetic/Fragrance, Jewelry and Furniture monthly sales goals.
-Led all three departments to exceed yearly goals in 2021 and 2022.
-Recruit, educate, develop and promote employees.
-Adhere to Macy’s policies and procedures including monthly audits. Sterling National Bank
Middletown NY April 2004- June 2019
Assistant Vice President-Client Service Manager
-Responsible for maintaining the daily operational integrity of the financial center, and assisting the Managing Director with meeting sales and referral goals.
-Recruit, educate, develop and promote, and council financial center associates.
-Maintain control of assets, negotiable instruments, and assisting Senior Client Service Associate with the Teller Staff.
-Ensure compliance with regulatory requirements as well as procedures and policies.
-Responsible for branch cash control, daily reporting, and adherence to policy.
-Underwrite, approve and process personal loans, home equity loans, and lines of credit.
-Maintain records to ensure compliance of federal and state standards, external and internal auditing.
-Scheduling of Personal Banker, Client Service Associate, and Teller Staff.
-Assisting Managing Director, Personal Banker with development of new client relationships, as well as strengthening existing relationships.
-Responsible for internal and external maintenance of the financial center. Education
-Minisink Valley Central School-1982 graduate, regents diploma. Having been in the financial industry for over 30 years; I am looking for an employment opportunity that will utilize my management and customer service experience and enhance my career.