Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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FRANK T LANDOLFI

Hope Valley,RI

Summary

Dynamic professional with a proven track record at Bank of America, excelling in loan origination and credit analysis. Recognized for enhancing customer service excellence and driving team performance through effective communication and mentorship. Adept at financial assessment techniques, consistently delivering results that align with organizational goals.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Assistant Manager

Coastal1 Credit Union
East Greenwich, Rhode Island
04.2025 - Current
  • Coordinated branch operations to improve service delivery and efficiency.
  • Supported team members in achieving performance targets through regular feedback.
  • Provided coaching and mentorship to junior staff to foster professional growth.
  • Ensured adherence to compliance standards and regulatory requirements.
  • Prepared reports on team performance and operational metrics for management review.
  • Monitored branch inventory levels and ordered supplies as needed.
  • Monitored employee attendance records, timekeeping, and payroll information.
  • Created reports on sales trends, inventory levels, and financial data.

Community Lending Officer

Bank of America
Providence, Rhode Island
01.2020 - 10.2022
  • Provided guidance on loan products that best met customer needs while adhering to bank policies
  • Utilized data analysis techniques such as predictive modeling or trend analysis when evaluating prospective borrowers' creditworthiness
  • Set credit policies, credit lines, procedures, and standards in conjunction with senior managers
  • Participated in community outreach events designed to promote awareness of available lending programs
  • Counseled clients on personal and family financial problems related to excessive spending or borrowing of funds

Credit Solutions Advisor

Bank of America
North Kingstown, Rhode Island
01.2017 - 11.2021
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan
  • Conducted seminars and workshops on financial planning topics, such as retirement planning, estate planning, or evaluation of severance packages
  • Guided clients in gathering information such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills
  • Answered clients' questions about purposes and details of financial plans and strategies

Hopkinton Town Council President

Town of Hopkinton
Hopkinton, Rhode Island
01.2013 - 01.2021
  • Analyzed data related to public services and identified areas for improvement
  • Read and reviewed concerns of constituents and general public and determined if governmental action was necessary
  • Created an open dialogue within the council by encouraging participation from all members
  • Attended receptions, dinners and conferences to meet people, exchange views and information and develop working relationships
  • Researched best practices for municipal operations and implemented those into daily operations and strategic plans
  • Maintained up-to-date records of all financial transactions related to the council's $26mm budget

Sales Manager

Bank of America
East Greenwich, RI
01.2015 - 03.2017
  • Managed customer accounts and customer relationships
  • Established relationships with key customers, providing personalized service and support
  • Provided coaching and feedback to staff on an ongoing basis to drive job increased job performance
  • Held daily check-ins with team members to set objectives and monitor progress
  • Interfaced directly with customers when necessary in order to resolve issues quickly and efficiently

Education

Bachelor of Arts (B.A.) - Political Science

University of Rhode Island
RI

Skills

  • Documentation review and analysis
  • Loan origination and underwriting
  • Credit scoring and analysis
  • Cash flow assessment
  • Collateral evaluation
  • Debt restructuring strategies
  • Attention to detail
  • Effective communication
  • Self-motivation
  • Financial assessment techniques
  • Customer service excellence
  • Multitasking skills
  • Problem-solving expertise

Certification

Notary Public

References

References available upon request

Timeline

Assistant Manager

Coastal1 Credit Union
04.2025 - Current

Community Lending Officer

Bank of America
01.2020 - 10.2022

Credit Solutions Advisor

Bank of America
01.2017 - 11.2021

Sales Manager

Bank of America
01.2015 - 03.2017

Hopkinton Town Council President

Town of Hopkinton
01.2013 - 01.2021

Bachelor of Arts (B.A.) - Political Science

University of Rhode Island