Summary
Skills
Accomplishments
Work History
Certification
Education
Manager

Matthew Troisi

Setauket,NY

Summary

Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.

Skills

  • Project Support
  • Event Coordination
  • Instructional Techniques
  • Customer Relationship Management
  • Policy and Procedure Adherence
  • Team Leadership
  • Business Planning
  • Program Management
  • Process Improvement
  • Public Speaking
  • Stakeholder Engagement
  • Verbal and Written Communication
  • Financial Data Analyzation
  • Credit Risk Analysis
  • Financial Structuring
  • Financial Statement Review
  • Commercial and Consumer Clients
  • Sales Expertise
  • Coaching and Counseling
  • Complex Problem-Solving

Accomplishments

  • Student Support Award of Excellence
  • Developed a student enrollment process
  • Achieved consistent positive reviews in delivery of online classes.
  • Awarded Customer Satisfaction recognition at J.P Morgan Chase with Customer Satisfaction (CSAT) consistently above 88%
  • Recognized for Quality Control at J.P Morgan Chase with file accuracy consistently above 95%

Work History

Manager

Online Trading Academy
09.2014 - 05.2023
  • Performed Student Recruitment and Enrollment
  • Cross-trained existing employees to maximize team agility and performance.
  • Delivered Online and On-Location classes
  • Onboarded new employees with training and new hire documentation.
  • Accomplished multiple tasks within established timeframes.
  • Managed and motivated employees to be productive and engaged in work.
  • Promoted development and success through responsive coaching and accountability
  • Developed and implemented individualized trade and education plans
  • Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
  • Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
  • Controlled costs to keep business operating within budget and increase profits.
  • Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Coordinated student events and Meet Ups
  • Ensured exceptional experience at OTA
  • Organized Online and Physical Class schedule
  • Achieved performance goals on consistent basis
  • Supported other business units with ancillary duties including Portfolio Management, Collections, Product Resolution, Operations Support, and Program Development

Loan Officer

J.P. Morgan Chase And Independent Mortgage Broker
05.2006 - 06.2013
  • Products Expert for branch network and assigned territory
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Collaborated with Retail Bank Branch Managers, Financial Advisors, Small Business Bankers, Relationship Managers and District Managers to maximize production, cross-sell products and gain market share
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Generated leads through internal and external sources
  • Trained all branch personnel in Home Financing products
  • Customer Satisfaction (CSAT) above 85%
  • File Quality (Pre-Op pass rate) above 90%
  • Identified customer needs and opportunities for appropriate mortgage product
  • Ensured all documentation complied with state and federal agencies
  • Negotiated loan terms to provide favorable outcomes for both customers and lenders
  • Utilized risk management strategies to attain high loan approval rates
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs
  • Researched and updated industry knowledge on changing legislation and regulations

Graduate Assistant

Dowling College
01.2011 - 05.2011
  • Performed within Dowling College Enrollment and Student Service's Departments
  • Actively participated in college enrollment events
  • Communicated effectively with faculty and staff and accepted critiques and suggestions for areas of improvement.
  • Assisted with event planning and coordination to keep events successful and provide positive experiences for attendees.
  • Assisted with research projects to provide accurate and relevant information to support decision-making.
  • Checked assignments, proctored tests and provided grades according to university standards.
  • Mentored and advised students to focus on academics and explore career paths and opportunities.

Credit Risk Analyst

First Data Corporation
03.2005 - 05.2006
  • Evaluated financial position and credit worthiness of merchant relationships within various portfolios
  • Functioned as credit specialist and trainer for corporate credit training class
  • Analyzed semi-annual and annual financial reports to determine financial stability of merchants
  • Performed extensive and detailed credit evaluations on new merchant business
  • Projected growth potential of business entities
  • Gauged merchant's average monthly volumes, general trends, sales and overall business conditions
  • Conducted industry research to understand economic conditions impacting borrower ability to repay loans.
  • Participated in loan committee meetings to provide input on lending processes

Commercial Credit Analyst / Underwriter

Greenpoint Commercial
04.2003 - 02.2005
  • Accountable for credit profile review, managed Credit Analysts and supported sales target objectives for Eastern Region
  • Managed client relationships to ensure proper extension of credit and to prevent potential credit issues while focusing on dispute negotiation and resolution
  • Prepared recommendations on accounts requiring Senior Management review by assessing pricing matrix, lending guidelines and collateral file
  • Effectively communicated with Senior Management throughout review process to assure approval
  • Interacted with title agencies, surveyors, state and local agencies and attorneys to guarantee closing occurred within established timeframe
  • Analyzed and verified applicant income, assets and credit history to support compliance with underwriting guidelines
  • Evaluated loan applications, determining creditworthiness, assessing risk and establishing loan conditions
  • Approved or denied loans based on established criteria and underwriting guidelines

Certification

Introduction to Data Analytics

  • IBM and offered through Coursera
  • Issued Sep 2023
  • Credential ID DX3PBDNLZUBT


Everyday Excel

  • University of Colorado Boulder and offered through Coursera
  • Issued Oct 2023
  • Credential ID H4R4WU328GSF

Education

B.A. - English

Stony Brook University
Stony Brook, NY

M.S -

Dowling College
Oakdale, NY
Matthew Troisi