- Youth mentor, providing guidance and support to empower the next generation of leaders
- Head soccer coach for Century United Soccer Club Developing and promoting passion for soccer
Lisa Sumansky
Bethel Park,PA
Summary
Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Vice President, Client Service Manager
Bank of New York
08.2023 - 05.2026
- Established and maintained high profile corporate relationships within investment banking
- Managed corporate investments accounts valuing up to $300 million per account
- Oversight of over $10 billion invested money in numerous currencies
- Specialized in Insurance Linked Securities by managing worldwide Insurance bond investments
- Expertise in Catastrophe Bonds
- Responsible for investment of funds, monitoring accounts, distributing funds, bond maturities, losses, extension, early maturity along with client issues and escalations
- Plan and prioritize daily, weekly, monthly and annual tasks
- Primary contact for investors and clients, providing a high-level client experience as a trusted advisor and advocate for their investments
- Utilized AI to implement new processes to enhance daily responsibilities. This created additional checks and balances to ensure work was accurate and avoided errors
Client Service Manager
ServiceLink
04.2005 - 01.2023
- Full oversight of 12 National Lenders handling all operational processes within Valuations department
- Main point of contact for lenders handling all Valuation needs
- Recommending Valuation products to best fit lenders processes and workflows
- Managing a team of Supervisors and Client Service Associates of 20 people
- Implementing daily processes within team members to align with client needs
- Oversight to ensure daily responsibilities are met and lenders are satisfied with service and products provided
- Ensure clients standards and goals are met and continuous work to exceed metrics set in place by lenders
- Conduct daily, weekly, monthly, quarterly conference calls with lenders
- Analyze performance to ensure all client metrics are met on a daily basis
- Identify areas of improvement and involve necessary departments to make immediate changes
- Maintaining the highest standards of client service by handling all escalations at the utmost priority
- Maintain an understanding of and full compliance with Appraiser Independence and regulatory Standards
- Maintain an understanding of USPAP and real estate terminology as it applies to working with Independent appraisers and adhere to same
- Encourage team and individual growth on a daily basis through coaching, training and motivational client service techniques
On-Site Account Manager
ServiceLink / ATM Corporation of America
Dallas, Texas
04.2007 - 08.2010
- Partnered on-site with a major United States lender within their operation department
- Fully available to service and resolve any Title, Valuation or Close inquiry
- Responsible for maintaining relationship between the lender and client management team offsite
- Analyzing client procedures and finding solutions to make their processes more efficient through products offered within the organization
- Quickly identified problems and acted quickly to resolve
Head Teller
National City Bank
03.2004 - 08.2006
- Managed four employees in all customer service areas
- Reduced branch costs by 15%
- Created selling and advertising techniques to reach monthly goals
- Responsible for scheduling, supply inventory, input in sales, and compliance
- Meeting monthly sales goals and maintaining great customer service
- Promoted to management after 6 months of work
Education
Finance Program
California University of Pennsylvania
01-2002
High School Diploma - General Studies
Bethel Park High School
06-1999
Skills
- Team leadership
- Decision-making
- Critical thinking
- Complex Problem-solving
- Coaching and mentoring
- Account management
- Verbal and written communication
- Client relationship building
Certification
- Time Management for Overwhelmed Training
- Managing Emotions under Pressure Training
- Artificial Intelligence Introduction
- AI Bootcamp
Interests
Timeline
Vice President, Client Service Manager
Bank of New York
08.2023 - 05.2026
On-Site Account Manager
ServiceLink / ATM Corporation of America
04.2007 - 08.2010
Client Service Manager
ServiceLink
04.2005 - 01.2023
Head Teller
National City Bank
03.2004 - 08.2006
High School Diploma - General Studies
Bethel Park High School
Finance Program
California University of Pennsylvania
Career Education Courses
- Time Management for the Overwhelmed – Completed 2019-07
- Managing Emotions under Pressure – Completed 2019-08
- Artificial Intelligence Introductions – Completed 2026-02
- AI Bootcamp – Completed 2026-03