Loan Specialist Customer Service

CECILE P. MORRIS

** ********* *****. *************, ** 14221 • 716-***-**** • ********@*****.***

Financial & Operations Management / Project Oversight / Human Capital Development PROJECT DELIVERY – QUALITY ASSURANCE – ANALYTICAL PROBLEM SOLVING Results-driven Operations Professional eager to offer cross-functional leadership, management, and communications talents toward supporting an employer in achieving key performance objectives. Particularly astute at proactively identifying potential challenges and providing creative solutions. KEY TRANSFERABLE SKILL SETS

Operations Oversight • Workflow Management • Concept Development • Project Management • Product Oversight Situational Analysis • Timeline Adherence • Program Implementation • Productivity Best Practices Performance Benchmarking • Viability and Longevity Planning • Research & Development Crisis Management • High Level Documentation

QUALIFICATIONS PROFILE

● Strong analytical background with the ability to work independently on multiple projects with specialized experience in operational analysis, project oversight, information management, operational efficiency practices, conflict management and effective communication techniques, research and data analysis, strategic planning, organization development and change management.

● Skilled at managing multiple projects and leading teams in cross-functional, concerted efforts.

● Knowledgeable in numerous facets of business operations thus aiding in bottom line revenue increases.

● Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of the organization.

● Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

● Proven ability to adapt strong process knowledge and technical skills to diverse organization needs. FUNCTIONAL COMPETENCIES

● Ensure delivery of superior customer service and high client satisfaction levels by diligently tracking concerns and presenting issues to relevant parties.

● Possess an extensive knowledge of fiduciary practices, policies, and regulations and can apply this knowledge in terms of budgets, forecasting and projections, as well as financial analysis.

● Provide leadership in order to achieve maximum production, including budget control, production timetable, status reporting, client/project team coordination, and quality assurance.

● Technology savvy and proficient in: MS Office Suite. EDUCATION

- Bachelor of Arts – Legal Studies STATE UNIVERSITY OF NEW YORK PROFESSIONAL SUMMARY

Operations Manager

M&T BANK 2013-PRESENT

Management and supervision of all Federal, State and Investor S.O.P and policies for Direct and Indirect Credit Processing. Oversee the facilitation of communication between M&T business partners and customers. Provide administration and development support to subordinates. Support the advancement of M&T’s diversity mission by providing opportunities to diverse candidates.

Financial Specialist

CITI 2007 – 2013

2012-2013

Finance Department - Product Controller Analyst. Responsibilities included daily calculation and commentary, analysis of P&L attribution for internal trading desks, front office and back office reconciliations and monthly P&L reconciliation to general ledger. 2007-2012

Fixed Income Operations - Repo Exposure/Fed Settlement Specialist. Primary function was to ensure that the firm was not exposed and to take action accordingly. Daily communication with clients was required to ensure the exchange of cash or collateral for exposure coverage. The role also included, booking trades and reconciliation. The Fed Settlement role was based primarily on the settlement of trades via prior contract agreements with other firms, through Bank of New York(BONY). Direct contact with both internal and external clients. Senior Commercial Loan Specialist/Supervisor

M&T BANK 2003-2007

Commercial Lending –Oversee the daily review of Commercial Mortgage documents and ensure the proper input to AFS the system and in turn ensure accurate records and correct billing. Field questions, concerns and requests from Loan Officers. Assistant Store Manager/Service Operations Manager TOP SUPERMARKETS 2001-2003

Customer Service Manager

TOPS SUPERMARKETS 1991-2001

Primary Job Functions: Operations Management, Strategic Planning, High Level Analyses, Feasibility and Viability Plans, Management of Complex Cross Functional Teams, Crisis Management and Risk Mitigation, Security and Enforcement Procedures, Both Short Term and Long Term Management Initiatives, Valuation and Intelligence Assessments, Project Management and Adherence, Regulatory Governance, Human Capital Training Programs, Client Needs Analyses.

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