Jennifer Annunziata
New Windsor,NY
Summary
Dynamic professional with expertise in problem-solving and relationship management, consistently achieving positive results for teams and clients. Proven ability to adapt to new challenges swiftly while maintaining a focus on collaborative success.
Overview
34
34
years of professional experience
Work History
Project Coordinator/Administrative Assistant
Archdiocese of New York
Stony Point, USA
01.2010 - 11.2024
- Coordinated and managed multiple projects simultaneously, ensuring all deadlines were met
- Catechetical Forums, NY Catholic Youth Days, Scout Retreats and Mass and Regional Kick offs
- Monitored project progress and identified potential risks or issues, implementing proactive solutions to mitigate them
- Maintained clear communication channels with stakeholders throughout the project lifecycle
- Coordinated hospitality services, including working with caterers and overseeing site management.
- Screened phone calls and emails for regional director, providing accurate information or redirecting inquiries to appropriate staff members
- Created efficient filing systems both electronically and physically to ensure easy retrieval of important documents
- Managed and maintained regional director's calendar, scheduling appointments, meetings, and travel arrangements
Loan Officer
Wells Fargo
Middletown, USA
10.2005 - 06.2008
- Analyzed financial information, credit reports, and loan applications to determine borrower eligibility
- Advised clients on various mortgage options and helped them choose the most suitable loan program for their needs
- Maintained up-to-date knowledge of industry regulations, guidelines, and lending programs
- Communicated with borrowers to gather necessary information and address any questions or concerns throughout the loan process
- Maintained accurate records of all client interactions, ensuring compliance with regulatory requirements
- Counseled clients on debt management and repayment plans.
Branch Manager
M & T Bank
Wesley Hills, USA
06.1990 - 07.2005
- Managed daily operations of a busy bank branch, overseeing all aspects of customer service, sales, and team management
- Led a team of 10 employees, providing guidance, training, and performance evaluations to ensure high levels of productivity and customer satisfaction
- Implemented new customer relationship management system resulting in improved efficiency in handling customer inquiries and complaints
- Met and exceeded sales goals
- Maintain a large portfolio of business clients
- Developed strong relationships with clients through regular communication and personalized service
- Educated customers on various investment options such as certificates of deposit (CDs) or money market accounts (MMAs)
- Participated in community events to promote brand awareness.
- Coordinated promotional campaigns for new products or services in order to boost sales revenue.
Education
Accounting
St. Thomas Aquinas College
Sparkill, NY12.1991
Skills
- Customer Service
- Project Oversight
- Meeting planning
- Excel Data Management
- Effective Communication
- Effective Contract Negotiation
- Committed Team Collaborator
- Efficient Task Prioritization
Hobbies and Interests
- Girl Scouts Heart of the Hudson, Service Unit Manager - 10 years, Troop Leader - 17 years
- Immaculate Conception Church - Parish Volunteer, Parish Calendar Scheduler, Eucharistic Minister, Substitute Catechist
Awards
- Branch Manager of the Year, M & T Bank
- Employee of the Month, Wells Fargo
- Highest Loan Closures for the Month: Earn 10 Times
Timeline
Project Coordinator/Administrative Assistant
Archdiocese of New York
01.2010 - 11.2024
Loan Officer
Wells Fargo
10.2005 - 06.2008
Branch Manager
M & T Bank
06.1990 - 07.2005
Accounting
St. Thomas Aquinas College
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