Joshua Lacy
New Hartford,NY
Overview
11
11
years of professional experience
Work History
Loan Operations Specialist
BNY Mellon
Oriskany, NY
04.2023 - 08.2024
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress
- Developed and maintained strong sales pipelines with qualified leads.
- Observed and reported daily sales activity
Digital Services Specialist
Bank of America
Utica, NY
08.2015 - 01.2023
- Delivered troubleshooting of reported problems, responding to member inquiries and monitoring security, privacy and compliance for user accounts.
- Participated in interdisciplinary team meetings to coordinate care for clients.
- Responded to customer needs through competent customer service and prompt problem-solving.
Resident Care Aide
Upstate Cerebral Palsy
Utica, NY
03.2015 - 08.2015
- Improved behaviors through modeling, role-playing and other effective strategies.
- Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
- Assisted with daily needs, i.e., grooming, meal preparation, and medication reminders.
- Built and maintained rapport with clients and family members to facilitate trusting caregiver relationship.
Customer Service Representative
APAC Customer Services
Utica, NY
11.2013 - 01.2015
- Responded to customer requests for products, services, and company information..
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Promptly responded to inquiries and requests
- Managed customer calls effectively and efficiently in complex, fast-paced and challenging call center environment.
Education
High School Diploma -
Thomas R Proctor High School
Utica, NY06.2013
Skills
- Time Management
- Adaptability and Flexibility
- Problem-solving
- Team Collaboration
- Multitasking
- Data Entry
- Effective Communication
- Account Management
- Critical Thinking
- Computer Skills
Timeline
Loan Operations Specialist
BNY Mellon
04.2023 - 08.2024
Digital Services Specialist
Bank of America
08.2015 - 01.2023
Resident Care Aide
Upstate Cerebral Palsy
03.2015 - 08.2015
Customer Service Representative
APAC Customer Services
11.2013 - 01.2015
High School Diploma -
Thomas R Proctor High School