Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Timeline
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Gail Hunneyman

Gail Hunneyman

Malvern,PA

Summary

Accomplished Portfolio Administrator Team Lead at WSFS Bank, adept in client relationship management and Microsoft Office. Excelled in enhancing customer trust through expertise in portfolio administration, significantly contributing to product development and sales by leveraging cross-functional collaboration. Proven track record in mentoring and leading teams to achieve excellence in client servicing and operational efficiency. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Portfolio Administrator Team Lead

WSFS Bank
12.2016 - Current
  • Participated in client meetings as a subject matter expert on portfolio administration topics, enhancing customer trust in our team''s expertise.
  • Excellent communication skills, both verbal and written.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Resolved problems, improved operations and provided exceptional service.
  • Worked well in a team setting, providing support and guidance.

Loan Operations Specialist

Penn Liberty Bank
09.2010 - 12.2016
  • Insured borrower satisfaction by addressing questions or concerns regarding their loans in a timely manner, fostering positive client relationships.
  • Streamlined loan processing by implementing efficient workflow procedures and utilizing industry-specific software.
  • Provided training and mentoring to new team members, helping them quickly acclimate to their roles and contribute effectively within the loan operations department.
  • Explained very technical financial information to applicants in easy to understand language.
  • Processed loan applications and monitored progress from start to finish.
  • Compiled closing packages for drafting and presentation accuracy.

Deposit Operations Specialist

Penn Liberty Bank
06.2006 - 09.2010
  • Provided backup to [Number] other deposit operations specialists.
  • Handled ATM service maintenance and disputes.
  • Mentored junior team members, fostering a positive work environment that encouraged professional growth.
  • Processed foreign items and returned mail.

Head Teller

Penn Liberty Bank
08.2004 - 06.2006
  • Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
  • Oversaw currency shipments and deposits while adhering to strict safety guidelines.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Managed high-volume cash transactions daily, maintaining accuracy and efficiency under pressure.

Education

High School Diploma -

North Central College
Naperville, IL
06.1980

Skills

    Reconciliation

    Microsoft Office

    Cash Management

    Salesforce

    Client Relations

    Client Relationship Management

    Client Interfacing

    Cross-Functional Collaboration

    Teamwork and Collaboration

Certification

Notary Public

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Portfolio Administrator Team Lead

WSFS Bank
12.2016 - Current

Loan Operations Specialist

Penn Liberty Bank
09.2010 - 12.2016

Deposit Operations Specialist

Penn Liberty Bank
06.2006 - 09.2010

Head Teller

Penn Liberty Bank
08.2004 - 06.2006

High School Diploma -

North Central College

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Gail Hunneyman