Chasmin Lucero

Achieved streamlined communication and procedural consistency across the portfolio through the development of strong relationships with bankers, senior vice presidents, and executive management. Improved administrative support for 8 commercial lenders handling complex portfolios in a targeted market. Delivered effective liaison services for new client onboarding, including account openings and treasury management services. Executed processing of overdrafts, disbursements, deposits, ACH transactions, and draws. Produced accurate pipeline reports for lenders, vice presidents, and regional presidents.

Managed client trust accounts, primarily Government, Municipalities and Corporations. Ensuring compliance with regulatory standards and internal policies. Conducted thorough reviews of account documentation, maintaining accuracy and completeness in records management and audit. Reconcile daily batch reports. Prepare and analyze balance sheets, cash flow as well as coordinating and executing all transactional activity including investment trades, disbursements, ACH, deposits and transfers.