Self-motivated and reliable Customer Service professional with proven success at providing customers and staff with transparent, ethical business transactions. Ability to work in high volume and fast-paced environments proficiently while ensuring all individual and team goals are met.
Utilized banking knowledge to keep in compliance with federal and state regulations including, the Bank Secrecy, Anti-Money Laundering Acts, USA Patriot Act and the Community Reinvestment Act.
Complied with responsibilities set by National Mortgage Licensing System and Registry to refer loan and mortgage products to potential prospects.
Networked within MetroWest communities to find and attract new business through Chamber of Commerce events
Ethical approach to finance and complex problem solving
General ledger accounting
Strong verbal and written communication skills
Staff and self-motivator to exceed sales
Employee training and development
Great customer service while adhering to federal and state regulations/laws
Knowledge in the following computer systems: Access, Bankers Insight, Excel, MRI-Management Reports Incorporated, Metavante IBS, Microsoft Office, Order Management Services, Salesforce, TellerInsight.
Clinical Operations SpecialistSep 2016 to Dec 2016 Randstad- Philips Hospital to Home － Framingham, MA
Monitored, managed and maintained customer account inventory to assure medical devices were stocked and ready for patient deliveries.
Identified inefficiencies and made recommendations for process improvements by creating spreadsheets to accurately input and track Salesforce cases.
Provided hardware and software support to registered nurses, installers and medical administrators while determining if issues needed to be escalated to next tier support.
BookkeeperMay 2014 to Aug 2016 The Heights at Marlborough － Marlborough, MA
Review resident rent ledgers to resolve any discrepancies of balances owed while complying with federal, state and company regulations and procedures for a community with over 340 apartments.
Processed and verified vendor contract bills, invoices and account financial statements to assure month-end billing was allocated accurately.
Provided a professional, interactive experience for prospects and community residents, while complying to fair housing laws.
Communicated with maintenance team to delegate service requests were submitted and completed efficiently.
Assistant Branch ManagerJan 2006 to May 2014 Marlborough Savings Bank － Sudbury, MA
Examined, underwrote, and processed loan applications, including Mass Save heat loans, equity loans and lines of credit, car loans, overdraft protection and personal loans, to be approved by the lending department.
Education and Training
Bachelor of Science, Sport Management Communication ArtsSeptember 2005St. John's UniversitySport Management Communication Arts Completed degree in 3 years