Experience

• 

  Bank of america

  Jan 1988 - May 2005

  Customer service rep/loan officer

  As Loan Officer I was responsible for loan closings for Home Equity Loans/Lines, Personal Loans and Auto loans. I would meet with applicants to obtain information for loan applications and to answer questions about the process. Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information. Update loan files.As Customer service Rep, was responsible for opening new accounts/ accounts , solving customer issues.Confer with customers by telephone or in person to provide information about products or services, cancel accounts, or obtain details of complaints.Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.Responsible for vault proof, safe deposit inventory,wire transfers and foreign currency exchange. Issue Bank Cashiers checks, Money Orders and Travelers checks. Show less

• 

  Jcms inc

  May 2005 - now

  As Business Development Manager, I am responsible for developing, expanding and generating new business opportunities for the firm. Tasks include marketing, proposal preparation, resume search, and searching for potential new clients.

  • Senior Business Development Manager

    May 2005 - now

  • Business Development Manager

    May 2005 - Jan 2023