Highly organized, efficient and communicative Liaison with strong background in customer service with internal and external client base. Effective in serving as a middle person and streamlining processes, resolving issues and improving communications. Extremely dedicated with a stellar work ethic.
Overview
30
30
years of professional experience
Work History
Sr. Relationship Liaison - AVP
M&T Bank
09.2022 - Current
Deliver exceptional customer service to every customer by leveraging extensive knowledge of products and services and always leaving them with a positive experience.
Offer advice and assistance to customers, paying attention to special needs or wants.
Train new personnel regarding company operations, policies and services.
Exhibit high energy and professionalism when dealing with clients and staff.
Process advances, pay downs and wires for all clients while adhering to process and procedures guidelines,
Provide online support and troubleshooting
Do pre-closing due diligence to mitigate unnecessary exposure to risk.
Work projects that come down the pipeline.
Deliver weekly reports, analyze reports and minimize risk by checking reports frequently.
Create web meetings and book conference rooms for in person meetings.
Maintain a high level of confidentiality and adhere to Bank Regulations.
Do quality control
Perform data entry into bank systems ensuring data integrity and accuracy
Acted as critical support during the merger from People's United Bank to M&T Bank.
Commercial Loan Administrator
People's United Bank (Merged With M&T Bank)
12.1993 - 09.2022
Provided technical support during onboarding and throughout various stages of pipeline.
Evaluated loan requests and documents to verify accuracy and completeness.
Processed loan applications and monitored progress from start to finish.
Maintained compliance with laws and regulations governing commercial loans.
Built trust and promoted customer loyalty throughout the entire loan boarding process.
Maintained customer relationships by being a champion of the systems, processes and procedures.
Obtain and review corporate reports.
Balance internal accounts
Help organize and facilitate on site meetings, loan closings and corporate gatherings/functions.
Deescalate customers and staff through high intense loan closings.
Education
High School Diploma -
Danvers High School
Danvers, MA
06.1992
Skills
Ability to work independently or as team
Ability to work under time constraints and multitask
Excellent verbal and written communication skills
Adaptability
Conflict Resolution
Excellent Customer Service
Organizational Skills
Self motivated
Relationship Building
Problem Solving
Proficiency with personal computers and pertinent software