|
|
|
|
| Desired Industry: Finance/Investment |
SpiderID: 28863 |
| Desired Job Location: Middletown, New York |
Date Posted: 9/27/2009 |
| Type of Position: Full-Time Permanent |
Availability Date: |
| Desired Wage: |
|
|
U.S. Work Authorization: Yes |
| Job Level: Experienced with over 2 years experience |
Willing to Travel: No |
| Highest Degree Attained: High School/Equivalent |
Willing to Relocate: No |
Objective:
To obtain a full time Administrative position which will allow me to grow.
Experience:
8/97 to 9/08 – J.P. Morgan Chase Formerly The Bank of New York (Newburgh, New York) (Conversion)
Client Service Professional – March 2007 to September 2008 - Maintained client service relationships for $26 million portfolio. Processed loan increases, decreases, rate changes, line renewals and loan payments, prepared and processed monthly Libor rolls, researched and refunded charges, transferred funds, opened and closed accounts, placed stop payments and holds on accounts, organized and assisted in preparation of documents regarding fraud on accounts, researched and forwarded overdrafts for approval, completed requests for credit references, ordered checks and deposit tickets, processed account analysis reports, researched and completed Know Your Customer Reports, researched and resolved client issues, and recommended bank services to clients.
Client Management Administration – October 2006 through March 2007 - Processed new loans, increases, decreases, rate changes, line renewals and loan payments, attached Asset Information Management System tickets to Electronic Credit Approvals, prepared and processed monthly Libor rolls, and completed requests for credit references on clients. (The Asset Information Management System is Federal Reporting system.)
Administrative Assistant - August 1997 through September 2006 - Spearheaded major campaign to obtain corporate and personal client information and prepared Know Your Customer (KYC) documentation; trained another Region in The Bank of New York Policies and Procedures of the Know Your Customer Program and was a major player in assisting that Region in achieving their goals in the KYC campaign. Obtained financial statements and input data into a financial analysis system to obtain such information as liquidity and profitability ratios, prepared and mailed out request for such financial documentation, requested triennial reviews, which are inspections and analysis of mortgage properties performed by outside inspection companies, requested site inspections for property analysis and mortgage evaluations, which are done in-house, prepared green sheet request, which is an in-house analysis of client outstandings, obtained various income and expense data and reviewed for monthly departmental proving and aging and then prepared and coordinated monthly proving and aging reports, drafted Electronic Credit Approvals including calculating the percentage of credit and non-credit income, obtained, confirmed and recorded clients financial covenant compliance requirements and tracked receipt of such, prepared monthly and quarterly borrowing base reports, which track the liquidity of clients, drafted quarterly Criticized Asset Reports, which are troubled assets and require continuous observation, prepared customer charging forms and confirmed pricing changes on the Client Account Pricing system, coordinated and maintained department’s fleet of vehicles, also assigned to special research projects, including new business research, tracked receipt of and recorded all Corporate Resolutions, signature cards and New York State Corporation Formation documents.
Education:
• Iona College - Dean’s List 1995-1997 (GPA 4.00) (30 Credits toward Computer Information & Technology)
• Marist College - 2001 – 2003 (GPA 3.86) (30 Credits toward Computer Information & Technology)
Affiliations:
Active Member of Middletown Humane Society
Skills:
Dictaphone transcribing, scanning, internet searches, documentation retrieval, typing, copying, faxing, etc.
Additional Information:
Strong writer and communicator. Experience teaching staff members.
Reference:
Available upon request.
Candidate Contact Information:
TheJobSpider.com has chosen not to make contact information available on this page.
Click "Contact Candidate" to send this candidate a response. |
|
|
|
|
|