Organized and motivated professional with experience in the financial industry. Expert in analyzing data, assessing creditworthiness, and recommending loan products. Proven ability to build and maintain strong relationships with clients and colleagues. Proactive in identifying and resolving issues and providing superior customer service.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Parent Coordinator
Greece Central School District
09.2025 - Current
Coordinated communication between parents, educators, and administration to enhance student support services.
Developed and implemented parent engagement initiatives to foster community involvement in education.
Organized workshops and informational sessions to educate parents on school policies and programs.
Facilitated conflict resolution between parents and school staff to ensure positive relationships.
Collaborated with community organizations to connect families with additional resources and support services.
Organized volunteer opportunities for parents, increasing parental involvement in school activities.
LOAN PROCESSOR
BLUE DOOR MORTGAGE, LLC
10.2020 - 04.2023
Loan processing experience with comprehensive knowledge of conventional and government loan programs
Diligent and detail-oriented - thorough in gathering borrower information, verifying loan documents and reviewing file documentation to guide each loan from preapproval to closing
Ran through credit reports and advised clients on their financial situations
Ensure the privacy and security of a customer’s file every step of the way
Communicate with attorneys, title companies and insurance agencies
Finalize TRID compliant Change of Circumstances (COCs), Closing Disclosures (CDs) and Loan Estimates (Les), including State Specific Disclosures
Use Calyx Point mortgage loan software to process on average 30-40 loans a week
Proficient in DU/DO, LP, and major Originating Systems
Collaborate with loan officers, underwriters and closers for quick and efficient approvals
PERSONAL BANKER
KEY BANK N.A
08.2019 - 10.2020
Always execute on Key’s Branch Playbook and uncover additional opportunities with each interaction
Assist customers with setting up or closing accounts, completing loan applications and signing up for new services
Continually boost branch production and revenue by consistently meeting all monthly and quarterly sales goals
Identify and investigate variances to financial plans and forecasts
Initiate preset appointments
Conduct detailed financial wellness reviews for business clients to sell appropriate products to fit client needs
LEAD TELLER
KEY BANK N.A
02.2019 - 08.2019
In addition to all teller tasks
Provided coaching to enhance skill to tellers
Compliant with all security and audit procedures
Complete understanding of branch playbook
Acted as backup to Branch Manager as needed
Identified and resolved more complex client concerns and issues
Responsible for branch scheduling
Provided ownership of working cash vault which required daily balances, audits and cash control.
TELLER
KEY BANK N.A
02.2018 - 02.2019
Monitored customer behaviors and followed strict protocols to prevent theft of assets
Identified sales opportunities and referred customers to branch partners to expand relationship
Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions
Answered telephone inquiries on banking products including checking, savings, loans and lines of credits
Executed customer transactions, including deposits, withdrawals, money orders and checks
Maintained teller drawer to perform bank transactions
Embraced all policies and procedures
Followed balancing procedures
Balanced and performed maintenance on ATM including adding cash and auditing.
KENNEL ATTENDANT
RIVERSIDE VETERINARY HOSPITAL
06.2017 - 08.2018
Monitored animal behavior and completed examinations to identify illnesses, injuries or potential diseases
Mixed and administered special food formulas to individual animals based on unique dietary needs
Kept animals clean and free of contaminants to promote optimal health
Monitored and maintained food and water of boarded animals according to animal dietary health guidelines
Maintained and updated daily log of time spent with dogs for itemizing activities
Contributed to client retention by consistently providing outstanding customer service to both clients and pets
Answered telephones and performed administrative duties to assist receptionist during busy periods
Educated clients and answered questions regarding dietary products, medications and supplies
Completed daily cleaning of kennels, cages and public areas using disease control protocol to provide sterile environment.
FOOD PREPARATION WORKER
CARAGLIO’S PIZZERIA
03.2015 - 06.2017
Maintained composure and work quality during busy times
Promoted customer satisfaction by preparing food according to standard recipes with modifications based on individual customer requirements
Used downtimes to prepare ingredients and restock supplies for expected busy periods
Learned cashier work tasks to provide skilled backup for diverse roles
Kept workstation and equipment clean, organized, sanitized and sufficiently stocked
Followed food preparation and storage guidelines established by Health Department.