Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jacqueline Kuhn

Lyndhurst

Summary

Dynamic Client Service Manager with a proven track record at Bank of New York, excelling in compliance management and fostering long-term client relationships. Leveraged strong leadership and analytical skills to implement strategic improvements, enhancing service delivery efficiency and increasing client satisfaction through tailored financial solutions.

Overview

42
42
years of professional experience

Work History

Dedicated Client Service Manager

Bank of New York
10.1991 - 09.2025
  • Led client onboarding initiatives to enhance satisfaction and streamline processes.
  • Developed tailored financial solutions, addressing individual client needs effectively.
  • Fostered long-term relationships with clients through proactive communication and support.
  • Implemented strategic improvements in service delivery, resulting in increased efficiency.
  • Developed and maintained long-term relationships with key clients, ensuring loyalty and repeat business.
  • Trained new Client Service Managers, sharing best practices for successfully managing accounts and maintaining strong relationships.

Senior Loan Workout Officer

Bank of New York
11.1991 - 09.2006
  • Managed daily operations to ensure efficient processing of financial transactions.
  • Developed and implemented risk assessment procedures to enhance compliance standards.
  • Conducted thorough investigations into complex cases, leading to successful resolution of numerous high-profile incidents.
  • Developed and implemented strategies for improving collection rates and client engagement.
  • Led negotiations with clients to establish payment plans, ensuring compliance with company policies.
  • Maintained strict adherence to regulatory compliance requirements as they pertained to credit collections activities, ensuring all actions taken were within legal bounds.
  • Reduced delinquency rates by implementing effective collections strategies and maintaining consistent communication with debtors.
  • Managed a diverse portfolio of accounts across various industries, ensuring accurate assessment of credit risk and timely collection efforts.

Assistant Treasurer

National Community Bank
02.1984 - 10.1991
  • Analyzed loan applications to ensure compliance with regulatory standards and internal policies.
  • Evaluated borrower creditworthiness using advanced financial analysis tools and techniques.
  • Collaborated with cross-functional teams to enhance product offerings and improve client satisfaction.
  • Increased customer satisfaction by delivering personalized service and addressing complex financial needs.
  • Maintained compliance with all regulatory standards, ensuring the accuracy of loan documentation and processes.
  • Processed loan applications and monitored progress from start to finish.
  • Assisted customers with completing loan applications and other paperwork.

Education

Associate of Applied Science -

Bergen Community College
Paramus, NJ

Skills

  • Effective problem solving
  • Professional demeanor
  • Compliance management
  • Remote team management
  • Analytical mindset
  • Strong leadership
  • Cross-functional coordination
  • Positive attitude
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Attention to detail
  • Reliability

Timeline

Senior Loan Workout Officer

Bank of New York
11.1991 - 09.2006

Dedicated Client Service Manager

Bank of New York
10.1991 - 09.2025

Assistant Treasurer

National Community Bank
02.1984 - 10.1991

Associate of Applied Science -

Bergen Community College

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