Alexander DiLeo
Honesdale,PA
Summary
I am a dedicated Commercial Loan Administrative Assistant with experience in bank and loan operations and document review. I excel at maintaining accurate records, enhancing filing systems, and providing exceptional customer and lender support to ensure timely closing and filing of loans. I have a lot of experience with talking to customers efficiently and creating a positive work environment for both coworkers and customers.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Commercial Loan Administrative Assistant
Wayne Bank
03.2025 - Current
- Maintain accurate records in compliance with company policies.
- Assist borrowers with inquiries regarding loan information such as rates, payoffs, modifications and statements.
- Coordinate communication between loan officers and borrowers to ensure timely updates.
- Prepare and order documentation for loan approval, ensuring completion and accuracy prior to closing.
- Manage filing system for loan documents, enhancing retrieval efficiency.
- Adapt quickly to any new software implementation for document management and reporting.
Store Lead
Sterling Marina
04.2018 - 04.2026
- Led daily store operations, ensuring an efficient work environment for the other employees.
- Trained and mentored staff on customer service best practices and product knowledge to enhance customer experience.
- Implemented hands on/instructional sales strategies to enhance products sales and knowledge.
Financial Services Professional
Mass Mutual
03.2024 - 02.2025
- Developed customized financial plans based on client goals and risk tolerance.
- Coordinated client meetings to discuss portfolio performance and planning.
- Collaborated with team members to enhance service delivery and client engagement based upon concerns of the clients.
- Spoke to clients daily new and old to continue to grow book of business.
Insurance Sales Representative
Bankers Life
09.2022 - 02.2024
- Created strong client relationships to identify insurance needs and provide tailored solutions for every client.
- Educated clients on all types of insurance products, enhancing their understanding of the products.
- Conducted comprehensive policy reviews to ensure optimal coverage and up to date policy structures.
- Collaborated with coworkers to streamline the sales process, improve efficiency and enhance client satisfaction.
Education
No Degree - Chemistry
Michigan State University
East Lansing, MIHigh School Diploma -
Wallenpaupack Area High School
Hawley, PA06-2021
Skills
- Loan processing
- Bank operations
- Administrative support
- Document organization
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Document review
- Problem solving
- Customer communication
Certification
FINRA Securities Industry Essentials (SIE)
Timeline
Commercial Loan Administrative Assistant
Wayne Bank
03.2025 - Current
Financial Services Professional
Mass Mutual
03.2024 - 02.2025
Insurance Sales Representative
Bankers Life
09.2022 - 02.2024
Store Lead
Sterling Marina
04.2018 - 04.2026
No Degree - Chemistry
Michigan State University
High School Diploma -
Wallenpaupack Area High School