Diane L. Butzer

** ********* **

WYOMISSING, PA *9610

610-***-****

ad31n6@r.postjobfree.com

EXPERIENCE

Income Maintenance Caseworker

Commonwealth of Pennsylvania 12/2020 – 08/2021

responsible and accountable for determining eligibility for financial assistance, Medicaid, SNAP, LIHEAP,

interview customers either over the phone, or in person, review policy, data enter information into an automated eligibility determination system as well as perform manual calculations.

Client Service Associate 11/2018 – 02/2020

Morgan Stanley

Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date

Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs

Onboard new client accounts, which includes the collection of required documentation and client information

Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars

Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Proactively participate in firm initiatives directed by local management

Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness

Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

Relationship Banker 10/2017- 10/2018

Santander Bank

Licensed in Series 6, 63, and Life and Health

Responsible for growing the profitability, deepening relationships and retention within existing customer base through outbound initiatives, networking and in-person appointments

Provide outstanding customer service and ensure sales and referral expectations are consistently met

Source new customers through prospecting by making outbound phone calls, referrals from centers-of-influence, in-Branch activities as well as partners

Acquire new customers and deepen relationships with existing customers utilizing the Explore process

Identify opportunities to introduce customers to financial advisors

Consumer Loan Underwriter

Wells Fargo Bank

04/2015 - 08/2016

Responsible for reviewing, analyzing, approving and underwriting consumer requests and products within company and industry guidelines. Evaluating and ensuring overall loan documents are accurate, complete, and compliant; reviewing of financial statements, credit reports, applicable ratios (i.e. Debt ratios, loan-to-value) and other supporting documentation; contacting customers and partners to gather information to make appropriate decisions, explain rationale behind credit decisions, and/or to sell/promote line products; staying abreast of any changes in underwriting provisions; working with production to resolve questions when necessary.

Executive Vice President (Operations & Loan Mgr)

ClearChoice FCU

06/1999 - 02/2015

Oversee office operations and delivery of member services, electronic services, lending/collections accounting functions, and marketing directly or through subordinate supervisors

Ensure operational integrity and risk management by ensuring that procedural requirements and processes are known and utilized

Responsible for employee development and engagement, ongoing coaching, and performance management

Responsible for profitability by directing sales and business development

identifying and referring sales opportunities by uncovering financial needs and presenting all options to customers

Research, evaluate, and implement new products and services to best meet members’ needs

Negotiate and execute contracts

Serve as consumer loan officer; assist members with questions on all lending products. Approve or deny loans within authority and in accordance with established lending policy; Recover losses due to fraud and profit & loss write offs

Assist in supporting the local area network hardware and software, and in the resolution of network configuration and implementation issues Research and evaluate current products to ensure compliance with current regulations

Participate in the preparation of the annual budget, strategic plan and related business plans for the credit union

Proficient use of Microsoft Word, Excel, Access, Power Point and Publisher

Loan Manager

Superior Credit Union

11/1998 - 05/1999

Serve as loan officer, assist members with questions on all lending products. Approve or deny loans within authority and in accordance with established lending policy

Loan Officer/Credit Card Coordinator

Reliance Federal Credit Union

02/1993 - 11/1998

Responsible for decisioning all credit applications received by the credit union as well as all other lending department functions

Customer Service Representive/Teller

Bank of Pennsylvania

10/1987 - 08/1992

Responsible for servicing customers at the branch for opening/closing all types of accounts as well as loans. Able to use a cash drawer as necessary as a back -up teller

EDUCATION

Central Catholic HS

Reading, PA

• Able to produce a high quantity of work and maintain quality

CERTIFICATIONS

Safe Certified NMLS#583528 - Federal National Mortgage Licensing

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