Fadi Giacobbe
Whitehall,PA
Summary
Banking, Lending, Management, and Business Development professional with experience in relationship management, operations, and customer service.
Overview
2
2
Languages
1
1
Certification
2
2
years of post-secondary education
5
5
years of professional experience
Work History
Lending Specialist / Contractor Operations Special
National Energy Improvement Fund
Allentown, Pennsylvania
06.2024 - Current
- • Promoted internally into contractor operations and business development, expanding responsibilities beyond lending into partner management, onboarding, and operational support.
- • Manage relationships across a network of thousands of contractor partners, supporting long-term engagement, business development, and partner growth.• Review and process 40–50 contractor applications weekly, verifying documentation, activating qualified contractors, and ensuring compliance with program requirements.
- • Handled 100+ daily inquiries from customers, contractors, and internal teams, ensuring timely service and accuracy in lending operations.• Supported contractor onboarding, resolved documentation issues, and identified workflow improvements to enhance contractor experience.
- • Coordinate with borrowers, contractors, underwriting, and internal stakeholders to move applications efficiently throughapproval.
- Maintained accurate records of all transactions to ensure compliance with internal policies and procedures.
- Research and resolved discrepancies related to customer accounts in a timely manner.
- Develop relationships with customers to ensure satisfaction with services provided.
Personal Banker
Mid Penn Bank
Allentown, PA
03.2023 - 08.2024
- Assisted customers with account inquiries and transaction processing.
- Educated clients on banking products and services available at the institution.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Cross-sold banking products such as credit cards, loans and investments.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Resolved customer disputes promptly, ensuring a positive banking experience.
- Built rapport with clients to enhance customer satisfaction and loyalty.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Conducted daily cash handling and balanced cash drawers efficiently.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Followed operational standards, promoting security, risk management and compliance.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
Assistant Manager
Maxx Fitness
Allentown, PA
01.2022 - 03.2023
- Assisted in managing daily operations of fitness facility and staff.
- Coordinated member services and ensured customer satisfaction at all times.
- Developed training programs for new employees to enhance performance.
- Resolved member concerns promptly to maintain a positive environment.
- Supervised daily operations including scheduling shifts, assigning duties.
- Monitored employee attendance records, timekeeping, and payroll information.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Resolved conflicts between team members in an effective manner.
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Created reports on sales trends, inventory levels, and financial data.
- Maintained accurate records of sales transactions using point-of-sale systems.
- Delegated work to staff, setting priorities and goals.
- Recruited and trained new employees to meet job requirements.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Education
Business Administration
Penn State Lehigh Valley
08.2020 - 05.2022
Skills
- Business Development
- Relationship Management
- Lending Operations
- Loan Processing
- Contractor Relationship Management
- Customer Relationship Management (CRM)
- Account Management
- Client Success
- Application Review
- Contractor Onboarding
- Compliance & Risk Awareness
- Process Improvement
- Cross-Functional Collaboration
- Team Leadership & Supervision
- Staff Training & Development
- Sales & Customer Retention
- Budget Management
- Financial & Statistical Reporting
- Operations Management
- Microsoft 365
- Problem Solving
- Conflict resolution
- Data accuracy
- Loan servicing
- Documentation review
Languages
English
Full Professional
Arabic
Native/ Bilingual
Certification
- Financial Center Associate Certification
Accomplishments
- Fraud Buster Award — Recognized for successfully identifying and stopping multiple attempts of fraud, protecting customers and the bank from financial loss.
Timeline
Lending Specialist / Contractor Operations Special
National Energy Improvement Fund
06.2024 - Current
Personal Banker
Mid Penn Bank
03.2023 - 08.2024
Assistant Manager
Maxx Fitness
01.2022 - 03.2023
Business Administration
Penn State Lehigh Valley
08.2020 - 05.2022