Jennifer Klein

Jennifer klein

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location of Jennifer KleinGibsonia, Pennsylvania, United States
Followers of Jennifer Klein298 followers
  • Timeline

  • About me

    Assistant Vice President, Commercial Banking

  • Education

    • Butler county community college

      -
      Associate of science (as) business administration
    • Robert morris university

      2008 - 2011
      Bachelor of science (bs) finance, general
  • Experience

    • Lonestar steakhouse

      Mar 2001 - Feb 2003
      Server/bartender
    • Domenicos ristorante

      Feb 2003 - Jan 2010
      Server/bartender
    • Upmc passavant hospital

      Nov 2005 - Nov 2009
      Staffing coordinator

      • Organized schedules for approximately 10 inpatient care units and processed payroll for the Resource Pool Department• Administered bed tracking system crucial for the flow process and authorized access for all new personnel• Provided assistance to the Intensive Care Unit with staffing related issues• Maintained an organized and detail-oriented office in charge of compiling data for budget purposes and for tracking information to ensure healthcare regulations were met• Assisted all members of management as well as all their employees with staffing related issues Show less

    • St. john's specialty care center

      Nov 2009 - Dec 2011
      Staffing coordinator

      • Staffed patient care areas according to healthcare regulations while maximizing resources and maintaining budget• Communicated effectively with 16 different agencies to cover staffing deficiencies• Credentialed all agency staff according to healthcare regulations and managed individual files on site• Prepared weekly agency hours report utilized in forecasting agency expenses• Reconciled all agency invoices and approved for submission to Accounts Payable• Liaison between agencies' A/R and Lutheran Senior Life A/P• Managed monthly agency accruals for corporate office• Balanced resources for each 4-week period then consulted with agencies for assistance where needed• Completed monthly schedules for approximately 260 employees including agency employees and orientation schedules for new hires• Maintained reports and organized documents needed to promote accurate biweekly payroll• Produced reports and documentation requested by Department of Health during annual surveys• Accomplished full time responsibilities as a part time employee Show less

    • Mars bank

      Jul 2012 - now

      • Executing strategic initiatives to achieve goals in Commercial Loans, Business Deposits, Fee Income and Referrals. • Engaging in outreach and relationship building activities to develop new relationships to grow the commercial banking portfolio.• Deliver comprehensive banking solutions and support customers in obtaining specialized services from other areas of the bank. • Evaluate customer financial information and needs requests, collaborate with underwriters to recommend appropriate loan structure to minimize risk and maximize revenue.• Work together with the commercial team, credit administration, treasury management and retail banking partners to promote and offer full range of banking products and other services.• Review business loan requests & pre-screen them to determine eligibility, creditworthiness, & repayment capacity• Conduct regularly scheduled, agenda-based meetings with customers to understand their financial needs and goals, request and review financial statements, and obtain other information as needed.• Negotiate lending & deposit proposals and commitment terms with prospects and customers. • Oversee assigned loan portfolio through diligent monitoring of loan covenant and compliance timely completion of line renewal and maturing loan reviews, appropriately complete amendment, and modification requests, and assist in collections• Provide periodic reports to the Chief Lending Officer, Chief Credit Officer, and various individuals, departments, committee, and Board of Directors.• Monitor commercial loan performance, commercial loan and line of credit reviews. Show less • Assist Commercial Lending, and Loan Operations Departments with documentation needed for the loan approval process and managing the commercial portfolio• Created and actively manage policy exception tracking system requested and approved by the OCC, for both Commercial and Consumer Lending departments• Compile departmental reports and all loan items requiring the approval of Senior Management or the Board of Directors for weekly, monthly and quarterly meetings• Implemented tracking system used to monitor Regulation B and prepare status update for annual internal audit• Assisted customers with conversion to new core system to ensure a smooth transition• Organize and distribute reports required by internal auditors and the OCC• Monitor and maintain financial statement tracking system utilized in the collection of financial data important to the review process of the commercial portfolio• Provided assistance with Credit Policy Manual rewrite and planned training sessions for annual update• Secretary for the Credit Committee and Special Asset Committee• Manage the scorecard for all retail staff and created a spreadsheet to track results by branch and individual for quarterly incentive payout Show less

      • AVP, Commercial Banking

        Jan 2022 - now
      • Credit Administration Specialist

        Jan 2015 - Mar 2022
      • Commercial Banking Administrative Assistant

        Nov 2012 - Jan 2015
      • Bank Teller

        Jul 2012 - Nov 2012
  • Licenses & Certifications

    • Pennsylvania real estate license

      Dec 2017
    • Notary public

      Mars bank
      May 2022