Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Traveling - Reading - World History - Gardening - Culinary Expert
Languages
Timeline
Generic

Maria Bertolone

Derry,NH

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management problem-solving skills with decades of experience in the commercial lending field.

Overview

37
37
years of professional experience

Work History

Vice President/Relationship Manager

TD Bank NA
01.2009 - Current
  • Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
  • Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
  • Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
  • Developed new banking relationships with business prospects
  • Managed lending portfolio of 150 clients Increasing sales by 35%.
  • Networked with accountants and attorneys to develop business.
  • Worked with clients to address and respond to client and partnership management issues.
  • Developed new banking relationships with business prospects.

Vice President Business Banking Officer

Citizens Bank, NA
01.2004 - 01.2010
  • Responsible for business development efforts and sales in So. NH.
  • Identifying prospect for calling opportunities while expanding and strengthens existing customers relationships.
  • Managed over 30 calls weekly increasing productivity by 15%.
  • Demonstrated proficient leadership skills to motivate employees and build competent teams.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Identified opportunities to improve business process flows and productivity.
  • Established performance goals for department and provided methods for reaching milestones.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Represented organization at industry conferences and events.

Consumer Loan Officer

Fleet Bank NA
01.1988 - 02.1990
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Closing loans averaged $1M monthly in Home Equity and auto loans.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Negotiated loan terms to provide favorable outcomes for both customers and lenders.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Developed strong relationships with customers through high levels of customer service.

Education

Some College (No Degree) - Business Banking

American Banking Institute
Boston, MA

High School Diploma -

Saint Mary's
Lawrence, MA
05.1979

Skills

  • Real Estate Lending
  • Client Rapport-Building
  • Customer Relationship Management
  • Business Networking
  • Commercial Lending
  • Professional Relationship
  • Business Development
  • Performance Goals
  • Investment Properties
  • Referral Generation
  • Loan Portfolio Management
  • New Client Acquisition
  • Growth Portfolio
  • Selling Skills
  • Strategic Planning
  • Client Correspondence
  • Deal Structuring
  • Industry Trends

Accomplishments

  • Superseed assigned goals via networking with COI's and finding a niche in the dental industry with several quarterly recognitions closing millions of loans.
  • Developed and managed a portfolio of high net worth clients with all aspects of lending.
  • Developed a networking group of commercial realtors for networking opportunities.
  • Honored with Presidential award two years running.
  • Honored with Rookie of the year.
  • Earned the annual sales trip.
  • Volunteered on 2 Clean Water missions, to Honduras and DR, 1 medical mission to the Philippines.
  • Passed 6 & 63 NH Registered Brokerage Exam 2001
  • Passed Series 7 Fixed Annuity NH State exam 2001
  • Moody's Analytics Commercial Lending Training
  • Omega Commercial Lending Training
  • St. Myer & Hubbard Business Development Training

Affiliations

  • Rotary International, Governor Chief of Staff, Assistant Governor, Executive Board Member, Paul Harris Society Chair - Paul Harris Society Major Donor
  • Salem NH Chamber of Commerce - Former Executive Executive Board Member
  • Lions Club, Former Executive Board Member, Secretary
  • Derry/Londonderry Chamber of Commerce, Executive Board Member
  • Sonshine Soup Kitchen, Executive Board Chair

Traveling - Reading - World History - Gardening - Culinary Expert

I have enjoyed to have traveled to several countries with lots more to visits, learning about their cultural history, connecting with the the locals community while visiting.

Avid reader of mysteries, favorite author Patricia Cornwell.

Attending to my flower garden particularly to my Nantucket hydrangeas is a relaxing and rewarding favorite time.

I consider myself a culinary expert in the world of cuisine, enjoy creating recipes both in cooking and baking, particularly bread making.

Languages

Italian
Native or Bilingual
Spanish
Limited Working
French
Elementary

Timeline

Vice President/Relationship Manager

TD Bank NA
01.2009 - Current

Vice President Business Banking Officer

Citizens Bank, NA
01.2004 - 01.2010

Consumer Loan Officer

Fleet Bank NA
01.1988 - 02.1990

Some College (No Degree) - Business Banking

American Banking Institute

High School Diploma -

Saint Mary's

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Maria Bertolone