Summary
Overview
Work History
Education
Skills
Affiliations
Additional Information
Timeline
Generic

LEA ELPIDA FERGUSON

New York ,NY

Summary

An experienced and enthusiastic professional in Customer Service, Business Development, Relationship Management, and Team Management dedicated to driving business success through smart networking and solid brand positioning.

Overview

28
28
years of professional experience

Work History

Market Financial Center Manager

BANK OF AMERICA
New York, NY
01.2023 - Current
  • Operate as a back up financial center leader within a market. Improve performance by implementing effective coaching, training and motivating diverse work teams.
  • Successfully take ownership of financial center operational excellence and influence associates performance growth.
  • Enhance customer satisfaction with exceptional service, relationship building, and strong focus on a client care culture.
  • Expand market share and revenue growth through client outreach, value and deepening relationships.

Business Development & Executive Office Manager

ATLANTIC BANK DIVISION OF NYCB
New York, NY
08.2014 - 10.2022
  • Supported President of ABNY division to oversee Premier Banking and Branch Managers business development and market growth.
  • Provided peer mentorship to developing branch Managers and actively participated Diversity & Inclusion efforts through Employee networks.
  • Coordinated community events, execute effective meetings, conferences, marketing presentations, press interviews, and fundraising /special events.
  • Attended community events with ABNY Branch managers and retail sales team to prospect and qualify potential customers within assigned geographic territories.
  • Supported/partnered with senior branch leaders and HR to achieve hiring objectives.

Private Mortgage Sales Manager

WELLS FARGO PRIVATE MORTGAGE
New York, NY
09.2012 - 08.2014
  • Managed inside sales Private Mortgage team performance by creating scheduled day-to-day operation activities and marketing coaching
  • Build and maintained relations with key clients and partners
  • Monitored market growth opportunities and develop marketing strategies
  • Managed to coordinate and run successfully networking events with high net clients, lawyers firms, accountants and realtors
  • Reviewed credit initiation process, policies and procedures; identified new residential construction projects and referral sources

Premier Mortgage Lending Officer

JP MORGAN CHASE
New York, NY
12.2011 - 09.2012
  • Managed skillfully mortgage lending sales pipeline; Coached 8 financial centers Managers and staff to generate profitable customer leads
  • Handled on-boarding affluent customers, delivered credit options, provided solutions for high risk loan situation
  • Established referral business relationships with realtors, attorneys, developers and property managers.

Office Manager / Licensed Real Estate Agent

NESTSEEKERS INTERNATIONAL
New York, NY
01.2010 - 01.2012
  • Advised and informed prospective clients on current market activities and conditions
  • Managed daily office operations and reviewed confidential documents, contracts and disclosures
  • Collaborated with attorneys, loan

Mortgage Leader VP/Regional Small Business Manager

CITIBANK
Athens , Greece
12.2005 - 01.2010
  • Recruited out of Citibank to participate in the startup of the Mortgage lending division for affluent client onboarding that would develop and solidify the mortgage product into the Greek Retail market. Implemened successfully market growth strategies.
  • Managed small business client portfolio; Maintained overall responsibility and oversee all operational and sales activities within the complex; Ensured compliance and satisfactory audits.

Business Relationship Manager/Branch Manager/Mortgage Officer

EFG EUROBANK
Athens , Greece
02.1997 - 12.2005
  • Managed skillfully portfolio of mortgage/commercial lending sales pipeline; Supported Marketing campaigns to generate profitable community business relationships
  • Supervised the on-boarding procedures of affluent customers, delivered credit options, provided solutions for high risk loan situations

Education

Bachelor Of Arts - Marketing & Business Administration

UNIVERSITY of LA VERNE

Skills

  • Partnership Development
  • Team Coaching
  • New business opportunities
  • High Impact proposal presentations
  • Excellent communication skills
  • Banking Retail products knowledge
  • Press Releases and Community Events
  • Concur Expense Reporting
  • Microsoft Office Suite Proficiency

Affiliations

  • Residential Mortgage Loan Origination License (NMLS #867849)
  • New York State Real Estate Licensed Associate Broker
  • Member of the Hellenic American Banker Association (HABA)
  • Member of the Hellenic American Chamber of Commerce (HACC)

Additional Information

  • Supported Ronald McDonald House New York with Fundraisers and special events including Golf Tournaments, annual Walk-a-thon and Dinner Galas
  • Coordinated and assisted Hellenic American Chamber of Commerce 2016, 2017, 2018 and 2019 Annual Fundraising Benefit Gala Events at the Pierre Hotel, NYC
  • Volunteer fundraiser partner in 2010 for the American College of Greece Alumni Association; Coordinated the procedure and implementation of raising and securing funds for tutoring facility, scholarships, and Alumni center
  • Nominated as “ Best Marketing & Social Awareness of the Year 2008” from Citibank to-recognize my leadership skills, team outstanding work techniques, extraordinary spirit and exceeding sales annual goal by 35%
  • Nominated as “Best Marketing & Social Awareness Partner of the year 2007” from Holmes Place Fitness Club in Athens Greece ; Strategically developed and administrated monthly seminars and workshops to enhance membership programs for employees with companies as Citigroup, HSBC and Barclay’s. Successfully increased Club member’s by 20%

Timeline

Market Financial Center Manager

BANK OF AMERICA
01.2023 - Current

Business Development & Executive Office Manager

ATLANTIC BANK DIVISION OF NYCB
08.2014 - 10.2022

Private Mortgage Sales Manager

WELLS FARGO PRIVATE MORTGAGE
09.2012 - 08.2014

Premier Mortgage Lending Officer

JP MORGAN CHASE
12.2011 - 09.2012

Office Manager / Licensed Real Estate Agent

NESTSEEKERS INTERNATIONAL
01.2010 - 01.2012

Mortgage Leader VP/Regional Small Business Manager

CITIBANK
12.2005 - 01.2010

Business Relationship Manager/Branch Manager/Mortgage Officer

EFG EUROBANK
02.1997 - 12.2005

Bachelor Of Arts - Marketing & Business Administration

UNIVERSITY of LA VERNE
LEA ELPIDA FERGUSON