Anneta Marinaccio
Arcade,NY
Summary
Dynamic and results-driven professional with over 20 years of extensive experience in retail banking, commercial lending, and grant management. Currently serving as a Data Officer and Financial & Grant Manager, with expertise in grant management, reporting, and accounts payable/receivable. Proven track record in operational management, focused on driving efficient processes and optimizing performance to align with organizational goals. Recognized for adaptability and reliability in fast-paced environments, fostering collaborative workspaces that ensure seamless team operations and successful goal achievement.
Overview
16
16
years of professional experience
1
1
Certification
Work History
ILS Data Officer/Grant & Financial Manager
Wyoming County Public Defender's Office
Warsaw, NY
11.2021 - Current
- Collecting and reporting data for all cases/attorneys within the PDCMS platform, which includes but is not limited to, opening and closing cases to properly illustrate the case details and running reports; as well as training the secretarial staff to also have the ability to perform these functions in my absence;
- Submitting monthly, quarterly, bi-annual and annual reports for all of our State Grant Agencies;
- Keeping accurate records on multiple excel spreadsheets of all Grant revenue/expenses;
- Reconciling between all accounts within and outside of the County;
- Preparation of Budgets and submitting said Budgets, at the County level and for Grant Agencies;
- Adhering to all State Regulations and ensuring the maintenance of necessary financial control;
- Submitting accurate claims with all required back-up to the State within the required timeframe;
- Entering contracts, billing, reimbursements, invoices, appropriations etc into MUNIS for it to accurately detail revenue/expense usage and invoices to be paid;
- Answer phone when needed for overflow;
- Assist with new/existing clients via phone or in office when needed for overflow;
- Preparing and submitting monthly Agenda for Public Safety Committee meetings with all necessary documentation and implement those changes;
- Working with Attorneys and Support Staff to schedule trainings/CLEs/conferences/travel arrangements;
- Works and meets with County Departments and Department Heads as needed to discuss HR or Financial items;
- Preparing all HR documentation to post/change/remove positions;
- Setting up and maintaining new and existing employees’ files, submit any needed forms to HR;
- Prepares and submits payroll and benefit use forms for Public Defender’s Office;
- This position requires a great deal of attention to detail, multi-tasking, prioritizing workload, customer service skills both internal and external, proper communication both orally and written, confidentiality, ability to use word-based programs, and work in a fast-paced environment.
Part Time Village Clerk
Village of Perry - Village Hall
Perry, NY
05.2021 - 11.2021
- Answer the phone
- Processing of water/sewer billing and payments
- Working with all departments within the Village - DPW, Water/Sewer, Parks, Police, Courts
- Creating vouchers for payments to vendors, updating spreadsheet to account for fund and account being used to pay out
- Reconciliation of water/sewer bank account as it relates to the specific water/sewer payments deposited for that statement cycle
- Updating information and systems for Deed Transfers
- Zoning Applications/Permits
- Tax Searches and Sewer Inflow for Mortgage closings within the Village of Perry
- Village Tax Payments.
- Amongst other various tasks and duties given to me by the Village Administrator and Village Clerk.
Part Time 911 Dispatcher
Wyoming County - Sheriff's Office
Warsaw, NY
03.2020 - 09.2021
- Responsible for taking all incoming calls to the Sheriff's Office on Emergency Phone Lines and Non-Emergency Phone Lines. Adhering to the Policy and Standards outlined in the Wyoming County Sheriff’s SOPs.
Senior Documentation Specialist
Blue Bridge Financial, LLC
Buffalo, NY
07.2015 - 01.2020
- Responsible for the daily functions of the Documentation Team, managing an active pipeline of loan closing document packages and assisting the Documentation Manager as needed with escalated files.
- Assist with various projects for Bank sales, to include research, prepare physical files, and create basic spreadsheets for the information required; Ensure logistics of active files does not impede Sales in process
- Update the team on any changes that have come down the pipeline.
- Compose loan documents to meet the Credit requirements, review funding packages to ensure compliance with applicable lending policy; and perfect collateral by filing appropriate UCC liens and/ or utilize third party vendors for titled collateral liens
- Provide excellent customer service and communication to both external and internal customers; Help identify process improvements between all departments and work with management to implement and continuously research compliance and process standards amongst the industry and ensure we align.
Commercial Loan Administrator II
First Niagara Bank, N.A. (Greater Buffalo Savings Bank)
Buffalo, NY
11.2009 - 07.2015
- Responsible for guiding the loan closing process for the Business Banking Sales team partners, reviewing files, approving ticket work and wires for my teammates, mentoring and onboarding new hires and assisting with projects relating to Bank and system conversions.
- Manage an active portfolio of Relationship Managers under minimal supervision; Review credit approvals to ensure all loans are closed in accordance with Credit Policy and making judgment calls on what a closing will need.
- Prepare legal documents as needed to complete an approved deal, such as, Notes, Loan Agreements, Note Modifications, Letters of Credit, amongst several other legal documents, either systemically or by template; Review the closing documents to ensure that all CIP/KYC requirements and conditions of Credit Approval are met with proper follow through with all aspects of closing/funding of loans to ensure all is done in a timely and efficient manner.
- Prepare ticket work as needed for loan closings, advance requests, payments, wires and balancing against the general ledger.
Education
High School Diploma - Paralegal Certificate
Bryant & Stratton College
Remote01-2019
General Studies
Erie Community College
Williamsville, NY01-2003
Major Diploma - Music
Buffalo Academy For The Visual And Performing Arts
Buffalo, NY01-2000
Skills
- Able to handle multiple projects and shifting priorities in a fast-paced environment
- Quickly acclimate to new software and technology
- Dedicated to industry regulation adherence, compliance and risk aversion wherever appropriate
- Microsoft Platforms
- Adobe Acrobat
- MUNIS
- Work coordination
- Cultural awareness
- Strategic planning
- Innovation and creativity
- Budgeting and finance
Certification
- Notary
- EMD/Advanced EMD/CPR Certified
Timeline
ILS Data Officer/Grant & Financial Manager
Wyoming County Public Defender's Office
11.2021 - Current
Part Time Village Clerk
Village of Perry - Village Hall
05.2021 - 11.2021
Part Time 911 Dispatcher
Wyoming County - Sheriff's Office
03.2020 - 09.2021
Senior Documentation Specialist
Blue Bridge Financial, LLC
07.2015 - 01.2020
Commercial Loan Administrator II
First Niagara Bank, N.A. (Greater Buffalo Savings Bank)
11.2009 - 07.2015
High School Diploma - Paralegal Certificate
Bryant & Stratton College
General Studies
Erie Community College
Major Diploma - Music
Buffalo Academy For The Visual And Performing Arts