Leveraged 18+ years of diverse experience in customer service, retail banking, and corporate banking to enhance organizational performance.
Eager to contribute skills and knowledge to a forward-thinking team.
Authorized to engage in employment across all sectors in the US.
Overview
26
26
years of professional experience
Work History
MacDougall Family Manager
New York and Georgia
11.2017 - Current
Managing the family finances and budget, Event planning of travel, outings, and playdates. Successfully orchestrating family schedules to optimize efficiency, Planning and cooking meals, Cleaning and keeping home tidy, Helping children with homework, Providing transportation to and from various locations, Looking after family pets, Networking with other parents, Volunteering at children's school.
Sales Store Checker
Fort Drum Commissary
Fort Drum, NY
12.2015 - 06.2017
Operates an electronic checkout system, makes change, and verifies change fund and amount of currency received during an assigned shift. Manages change machines ensuring proper amounts of cash and coins are available. Assists customers by answering questions concerning prices, identification, and location of items. Counts cash and negotiable instruments to prepare accountability reports. Manages the self-check-out registers assisting customers in the correct processing of their purchases. Changes register tape, and clear routine equipment and scanning jams on registers.
DECA
Corporate Banking Loan Administrator
The Bank of New York Mellon
New York, NY
03.2008 - 08.2015
CBLA is a client-service-driven department whose talented and engaged team is dedicated to providing the most competitive services with the highest standards of ethics, quality, and efficiency to our clients. CBLA is responsible for administration of corporate customer portfolios that are segregated by geographic area or specialized type of industry. It includes the establishment and maintenance of USD and foreign currency loans and letters of credit. Working closely with various areas of the Bank, such as Treasury, Trade and Loan operations, Lending Divisions, Compliance, Customers, and ect. CBLA is responsible for answering phone calls from clients as well as other areas of the Bank to resolve questions, concerns, and general information. Provide accurate and timely instructions to facilitate money movement and customer service. CBLA is responsible for weekly and monthly reporting along with researching any problems or issues to provide outstanding customer service.
Credit Loan Underwriter
Utica District Telephone Employee Federal Credit Union
Utica, NY
01.2006 - 01.2007
Evaluating the credit worthiness of the applicant and the potential debt. Responsible for approving loans and selecting the proper interest rate for the borrower. Responsible for verifying data provided by applicants such as income, employment, references, and other application information. Answered incoming calls with regards to questions, concerns, and general information from customers. Met with customers to address any questions or concerns to create an overall positive experience.
Consumer/ Commercial Loan Operations Processor
Partners Trust Bank
Utica, NY
01.2004 - 01.2006
Manager of processing commercial lines of credit, advances, and pay downs, as well as managing commercial warehouse lines. Manage and process transactions for dealer floor plans. Proficient at data entry of commercial and consumer loans into a system. Prepare and import reports from the in-house system. Prepare spreadsheets for processing. Balance accounts and general ledgers. Proficient computer skills including inhouse systems, word processing, data entry, spreadsheets, and credit verification.
Consumer Loan Processor/ Member Service Representative
First Source Federal Credit Union
New Hartford, NY
01.2001 - 01.2004
Manager of preparation and processing of loan documents, loan closings, opening accounts, ordering credit cards, lien releases, and lien perfections for customers. Responsible for processing transactions, including all types of deposits, withdrawals, money orders, traveler's checks, loan payments, and cash advances. Provide customer service with regards to information and services offered by the credit union.
Education
Associates - Human Services and Psychology
Herkimer County Community College
Herkimer, NY
Career and Licence Certification - Phlebotomy
Jefferson County Community College
Watertown, NY
01.2017
Personal Information
Work Permit: Authorized to work in the US for any employer.
Timeline
MacDougall Family Manager
11.2017 - Current
Sales Store Checker
Fort Drum Commissary
12.2015 - 06.2017
Corporate Banking Loan Administrator
The Bank of New York Mellon
03.2008 - 08.2015
Credit Loan Underwriter
Utica District Telephone Employee Federal Credit Union
01.2006 - 01.2007
Consumer/ Commercial Loan Operations Processor
Partners Trust Bank
01.2004 - 01.2006
Consumer Loan Processor/ Member Service Representative
FAMILY SERVICE COUNSELOR/FAMILY SERVICE MANAGER at SERVICES CORPORATION INTERNATIONALFAMILY SERVICE COUNSELOR/FAMILY SERVICE MANAGER at SERVICES CORPORATION INTERNATIONAL
RN- Clinical Manager Family Medicine and Family Medicine Residency Clinic at Gundersen Health SystemRN- Clinical Manager Family Medicine and Family Medicine Residency Clinic at Gundersen Health System
Family Nanny/House Manager/Housekeeper/Family Assistant at The Shamim Family And The Firozvi FamilyFamily Nanny/House Manager/Housekeeper/Family Assistant at The Shamim Family And The Firozvi Family