Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

Andrea Calderon

Belleville,NJ

Summary

Dedicated and detail-oriented Customer Service specialist with over 10 years of experience. Excel at prioritizing, completing multiple tasks simultaneously and following through to achieve goals. Flexible and goal-oriented team player with expertise in scheduling, reporting, customer relationship management and document control. 

Overview

13
13
years of professional experience

Work History

Syndicated Loan Operations-AVP

MUFG Bank Ltd
Jersey City, NJ
05.2024 - 09.2024
  • Subject Matter Expert who supported and addressed questions and transactions associated with the Syndicated Member business.
  • Responsible for the day-to-day oversight of loan servicing transactions, ensuring that all lending transactions are followed and managed appropriately in accordance with the credit agreement, minimizing operational risks and losses, and ensuring compliance with all bank policies and procedures.
  • Minimize the population of KPIs, breaks, and exception items within the space.
  • Coordinate with the VP for support on initiatives, including technology or infrastructure enhancements, system upgrade and replacement efforts, including testing and implementation.
  • Design and implement departmental structural and procedural changes, where necessary.

Internal Control Unit-Analyst

MUFG Bank Ltd
Jersey City, NJ
11.2017 - 08.2019
  • Prepare and maintain daily reports, such as incoming account (WIP), outgoing account, NPL report, etc.
  • Manage daily operations, including closing, reporting, and reconciliation of different accounts.
  • Assess and prioritize departmental reporting needs, functions and strategies and report findings to management.
  • Train team members on reporting procedures and guidelines.
  • Apply expertise in Excel to draft reports and optimize query creation.
  • Assign, monitor and maintain IRIS (fax tracking system), on a daily basis.
  • Manage daily reports for quality assurance purposes.
  • Perform research and due diligence to resolve issues in a timely manner.

Syndicated Loan Operations-Analyst

MUFG Bank Ltd
Jersey City , New Jersey
08.2019 - 05.2024
  • Responsible for processing all loan-related activity, including drawdowns, rollovers, conversions, interest, and fees.
  • Ensure all lending transactions are processed timely, correctly, and in accordance with the credit agreement, bank policies, and procedures, minimizing operational risks and losses.
  • Maintain expert knowledge of all relevant portfolios and deal-related documentation.
  • Ability to monitor multiple work queues at once.
  • Process outgoing loan-related payments for FED/CHIP/SWIFT payment.
  • Investigate, reconcile, and resolve outstanding items in Cash Accounts, Past Dues, Suspense, and Break-Funding charges.
  • Secure approvals from Middle Office, Front Office, and Client when necessary.
  • Use judgment, interpretation, and problem-solving skills to understand loan information to successfully resolve exceptions.

Assistant Customer Service Manager

Classic Millenio Transportation
Newark , NJ
10.2011 - 11.2017
  • Provide Training for new employees and maintain/improve the current staff.
  • Support the implementation of new communication software system.
  • Investigated and resolved customer inquiries and complaints in an empathetic manner.
  • Facilitated inter-departmental communication to effectively provide customer with answers and solutions.
  • Support at all levels within the organization.
  • Identified opportunities quickly and communicated it with the team.
  • Built customer loyalty and lifelong relationships.
  • Delivered exceptional customer service to ensure their satisfaction.
  • Established rapport with internal and external customers.
  • Followed a large set of policies and procedural guidelines to a very high accuracy level.
  • Assisted customers with all product and service inquiries.

Education

Associate of Science - Hospitality and Management

Essex County College
2007

Skills

  • Strong knowledge of Microsoft Office application Software
  • Effectively handle challenging customers
  • Maintain a positive attitude in an intense environment
  • Excellent oral and written communication skills
  • Manage multiple tasks efficiently in a fast paced environment
  • Top-Rated Performer
  • Ability to prioritize deadlines
  • Detail-Oriented
  • Interpersonal Skills
  • Special talent for researching and analyzing data effectively
  • Ability to work independently and as part of a team

Languages

Bilingual: Fluent in Spanish and English (speaking, writing and reading).

References

Kyle Donahue

MUFG Bank Ltd-Director

1251 Avenue Of The Americas

New York, NY 10020

201.738.3526

kdonahue@us.mufg.jp

Jonathan Tubay

MUFG Bank Ltd-AVP

1251 Avenue Of The Americas

New York, NY 10020

201.870.8403

jtubay@us.mufg.jp

Timeline

Syndicated Loan Operations-AVP

MUFG Bank Ltd
05.2024 - 09.2024

Syndicated Loan Operations-Analyst

MUFG Bank Ltd
08.2019 - 05.2024

Internal Control Unit-Analyst

MUFG Bank Ltd
11.2017 - 08.2019

Assistant Customer Service Manager

Classic Millenio Transportation
10.2011 - 11.2017

Associate of Science - Hospitality and Management

Essex County College

Similar Profiles

CREATE PROFILE
Andrea Calderon