Completed courses in:
Supported the District Sales Manager in planning, problem solving, risk taking, motivating, delegating, team building, and partnering, setting expectations for nine (9) Branch Sales Managers within the district. Adhere to policies and procedures including ECOA requirements. Handle complex inquiries or problems, assist managers in finding the right product for the right customer. Act decisively to suggest solutions and resolutions. Develop and maintain ongoing rapport with branch customer base. Take customer applications and make outgoing customer relationship calls daily, handle document review and loan packages daily. Assist branch in maintaining customer relationships and lead list through all potential sources including scans, branch reports and customer contact and outside sources, assess customer requirements and take appropriate action. Perform all necessary clerical functions to support branch operations.
1976/1999 COMPUTERTECH Pittsburgh, PA, ASSOCIATE DEGREE Business Management/Computer Technology
Adult CPR/AED, Pediatric CPR and First Aid
Introduction to PC, Tact Education Information Systems
Mellon Bank Stock Transfer University, Personal Computer Training
Caremark Customer Care Training Certificate of Completion
Annual Executive Assistants Seminar/Workshop
Premier Achievement Awards
Team Player Awards
Certificate of Appreciation
Companies Worked For:
Job Titles Held:
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