Camay Rich-LeBlanc
Winchendon,MA
Summary
Experienced coordinator with strong focus on team collaboration and achieving results. Skilled in project management, communication, and problem-solving. Known for flexibility with changing needs and reliability in delivering outcomes. Prepared to make significant impact in dynamic environment.
Overview
9
9
years of professional experience
Work History
Equity Coordinator
Fidelity Bank
Leominster, MA
04.2020 - Current
- Collaborated with clients on loan applications to uncover cross-selling opportunities, driving increased sales revenue.
- Collaborated with other departments to resolve issues quickly, maintaining seamless workflow during busy periods.
- Assisted in risk management efforts by carefully evaluating borrower qualifications against established lending guidelines and escalating potential concerns to appropriate decisionmakers.
- Utilized advanced software tools to efficiently manage pipelines, prioritize tasks, track progress, and meet deadlines consistently without sacrificing accuracy or quality of work output.
- Managed client expectations by clearly communicating terms, conditions, requirements, and timelines throughout the loan process.
- Stayed informed about regulatory changes, ensuring compliance within all daily operations and avoiding costly penalties or delays.
- Ensured data integrity by meticulously reviewing financial documents, credit reports, and other supporting materials for accuracy during the application process.
- Prepared comprehensive reports detailing loan portfolio performance metrics for management review and decision-making purposes.
- Trained new team members on company policies, procedures, and industry regulations to ensure a high level of service quality.
- Managed scheduling and logistics for meetings, ensuring optimal resource allocation and time management.
- Facilitated collaboration among departments to enhance process streamlining and operational effectiveness.
- Implemented cross-training programs to enhance departmental flexibility and support workflow during vacations and leaves.
Bank Teller
Fidelity Bank
Leominster, MA
04.2018 - 04.2020
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
Bank Teller
Colonial Co-operative Bank
Gardner, MA
12.2016 - 04.2018
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Education
High School Diploma -
Murdock High School
Winchendon, MA05-2017
Skills
- Proficient in task management
- Customer service
- Data entry
- Decision-making
- Work Planning and Prioritization
- Schedule coordination
- Document management
Accomplishments
- Collaborated with MassHousing, Loan Officers, Servicing department in the development of MH 2nd processing workflow.
- Resolved product issue through consumer testing during changes such as URLA, SimpleNexus, and Encompass Web.
Timeline
Equity Coordinator
Fidelity Bank
04.2020 - Current
Bank Teller
Fidelity Bank
04.2018 - 04.2020
Bank Teller
Colonial Co-operative Bank
12.2016 - 04.2018
High School Diploma -
Murdock High School