Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Gail Hunneyman

Malvern

Summary

Dynamic Portfolio Administrator with WSFS Bank, recognized for enhancing client satisfaction through exceptional problem-solving and effective communication. Proven expertise in cash management and reconciliation, mentoring junior staff, and streamlining processes. Committed to fostering strong client relationships and driving team success while maintaining compliance and operational excellence.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Portfolio Administrator Team Lean

WSFS Bank
07.2014 - Current
  • Resolved complex client inquiries regarding account transactions or holdings promptly and professionally, maintaining high levels of customer satisfaction.
  • Mentored junior staff on best practices in portfolio administration and client service standards.
  • Provided exceptional customer support by resolving inquiries and issues efficiently.
  • Processed transactions accurately, ensuring compliance with banking policies and procedures.
  • Assisted in training new staff, fostering a knowledgeable and skilled workforce.
  • Collaborated with team members to streamline workflows and improve service delivery.
  • Led initiatives to enhance client satisfaction, resulting in positive customer relationships.
  • Assisted in fraud prevention efforts by closely monitoring customer accounts and reporting suspicious activity as required.
  • Participated in regular training sessions to stay up-to-date on industry trends, regulatory changes, and product offerings.
  • Reduced wait times for customers by efficiently handling high volumes of calls and resolving issues quickly.
  • Assisted customers in navigating online banking platforms, improving their overall digital banking experience.
  • Resolved complex customer situations by utilizing problem-solving skills and escalating issues when necessary.
  • Maintained strict adherence to compliance regulations, ensuring all transactions were accurately processed and documented.
  • Developed strong relationships with clients through personalized service, building trust and loyalty with the bank.
  • Processed daily cash transactions accurately while adhering to security protocols, minimizing risk exposure for the bank and its customers.
  • Maintained a high level of professional knowledge, staying informed on industry news and best practices in order to provide exceptional service to customers.
  • Contributed to a positive work environment by actively participating in team meetings and offering constructive feedback on ways to enhance performance levels within the department.
  • Supported branch sales goals with effective cross-selling of banking products, increasing overall revenue.
  • Collaborated with team members to meet monthly performance targets, contributing to the branch''s success.
  • Enhanced customer satisfaction by providing prompt and accurate responses to inquiries regarding bank products and services.
  • Streamlined account opening processes for new clients, resulting in a more efficient and user-friendly experience.
  • Streamlined customer service protocols, reducing wait times and improving service quality.
  • Facilitated smooth account opening processes, making banking more accessible to new customers.
  • Coordinated with other departments to address and solve complex customer issues.
  • Educated customers on online banking features, promoting digital adoption and convenience.
  • Monitored customer accounts for fraudulent activity, enhancing security and trust.
  • Resolved customer complaints, restoring confidence in bank services and retaining valuable clients.

Loan Operations Specialist

Penn Liberty Bank
09.2004 - 07.2014

Responsible for booking Mortgage, Commercial, SBA, Consumer and Participation loans.
SBA Reporting, Processing Loan Payments, Payoffs, Participation Payments, Rate Index Changes, UCC continuation filings, and Wires.
Mortgage recording (Simplifile), Tax Monitoring (Leretta) and Property Searches (Search Tec)
Exceptional customer service skills, able to maintain patience under pressure.

Education

High School Diploma -

North Central College
Naperville, IL

Skills

  • Reconciliation
  • Microsoft office
  • Cash management
  • Investment research
  • Client relations
  • Teamwork
  • Teamwork and collaboration
  • Problem-solving
  • Time management
  • Attention to detail
  • Multitasking
  • Excellent communication
  • Organizational skills
  • Team collaboration
  • Active listening
  • Effective communication
  • Adaptability and flexibility
  • Decision-making

Certification

Notary Public State of Pennsylvania

Timeline

Portfolio Administrator Team Lean

WSFS Bank
07.2014 - Current

Loan Operations Specialist

Penn Liberty Bank
09.2004 - 07.2014

High School Diploma -

North Central College
Gail Hunneyman