Nadine Jones
Providence
Summary
Sales professional with extensive experience in financial services, specializing in revenue growth and client relationship management. Proven track record of utilizing data analysis and Salesforce CRM to enhance operational efficiency and support high-performing teams. Recognized for strong communication skills and a consultative sales approach, now transitioning to medical device sales to leverage leadership and relationship-building expertise.
Overview
10
10
years of professional experience
Work History
Operations Specialist & Accounting
MassMutual Asset Finance
04.2023 - Current
- Complete accurate analysis to support data needs from the time a new PRT contract is sold to accurate installation to the recordkeeping system.
- Provide production and analysis support to the Pension Risk operation teams.
- Gather data from one or multiple sources to compile into a meaningful report or database from which due diligence or other research or action can be accomplished.
- Ensure the accuracy and appropriateness of both input and output data by visual examination and/or balances to control figures and ensure satisfactory conditions of data input and output.
- Resolve discrepancies in data and research missing information.
- Support the monthly analysis of reinsurance reconciliations and split deal contracts.
- Support various key process improvement projects and drive continuous improvement initiatives.
- Support various adhoc data analysis requests and be open to learn and support various financial control processes.
- Ensure procedures are current and followed. Learn about best-in-class data tools and techniques to best manage our population of annuitants, including applicable compliance and regulatory needs.
- Support data integration to a new platform
Operations Analyst, Personal & Buisness Banker
Citizens Bank
New Bedford
01.2021 - 04.2023
- Produced and executed loan packages.
- Set risk management policies to mitigate bank losses.
- Developed customized solutions of deposit, lending and other products for small business customers. Represented bank at community events to establish strong ties and promote business.
- Helped clients protect assets through variety of strategies.
- Exceeded sales goals on consistent basis.
- Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
- Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
- Assisted in developing reports for management on key performance indicators.
- Collaborated with cross-functional teams to streamline processes and enhance workflows.
- Encouraged employee development and promoted management staff from within.
- Prepared reports summarizing customer information and sales activities.
- Participated in weekly team meetings to discuss performance metrics and strategize new marketing initiatives.
- Identified new business opportunities through market research and analysis.
Loan Administrator
Milestone Mortgage Solutions
01.2018 - 06.2021
- Collecting information from customers Processing new accounts and loan Accurately maintain records of customers.
- Ensure documentation is in place and within consent Credit analysis.
- NMLS certified.
- Compliance with banking regulations HELOC.
- Compiled closing packages for drafting and presentation accuracy.
- Courses for MLO exam Underwriting.
- Loan administration Book keeping.
- Sales driven Loan processing.
- Analyzing credit reports- DTI, ability to borrow and finance loans Compliance.
- Credit risk and analysis.
- Tax Refunds, Accounting, File tax returns.
- Accounting DOME BOOKS sales tax Account analysis.
- Attention to detail.
- Monitored pipelines to track and log status of loans.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Bank Teller, Custodian, Vault Custodian
Santander Bank
01.2018 - 01.2020
- Skilled at receiving and processing banking transactions Knowledge in appropriate cash handling procedures Cash drawer maintenance.
- Accurately maintain records of each transaction.
- ATM, Settle ATM.
- Active account analysis detail Cash handling competence.
- Manage cash deliveries and shipments Manage cash limits and requirements.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
- Balanced staff and vault at end of day and secured monies in accordance with established procedures.
Sales Manager
Work Out World
01.2017 - 01.2018
Sales Associate
Victoria's Secret
01.2016 - 01.2018
Sales Associate
Home Depot
01.2016 - 01.2017
Education
High School Diploma -
Fairhaven High School
12 Huttleston Ave, Fairhaven, MA 0271906-2017
Skills
- Contract Negotiation
- Portfolio Selling
- Compliance management
- Product Launch
- Salesforce
- Market research
- Sales strategy
- Tech Support
- X-Code Development
- Expertise in Coding
- Social Media Platforms
- Digital Marketing
- MS office
- Data mining
- Account Management
- Internet/Computer Skills
- Customer Service
- Organizational Skills
- Telephone marketing
- Dependability
- Communication Empathy
- Patience Interpersonal
- Microsoft Word
- Office Excel Computer
- Software Proficiency
- Compliance, Banking
- Laws and Regulations
- Encompass
- Tax returns Tax
- Accounting
- Designing Software Art Driven
- UX/ UI Experience Fast
- Learning
- Marketing Data Analytics
- Teamwork
Timeline
Operations Specialist & Accounting
MassMutual Asset Finance
04.2023 - Current
Operations Analyst, Personal & Buisness Banker
Citizens Bank
01.2021 - 04.2023
Loan Administrator
Milestone Mortgage Solutions
01.2018 - 06.2021
Bank Teller, Custodian, Vault Custodian
Santander Bank
01.2018 - 01.2020
Sales Manager
Work Out World
01.2017 - 01.2018
Sales Associate
Victoria's Secret
01.2016 - 01.2018
Sales Associate
Home Depot
01.2016 - 01.2017
High School Diploma -
Fairhaven High School
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