Jennifer Siegler

Jennifer Siegler

Branch Manager

Followers of Jennifer Siegler371 followers
location of Jennifer SieglerMarblehead, Massachusetts, United States

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  • Timeline

  • About me

    VP, Lending and Commercial Real Estate

  • Education

    • California State University, Sacramento

      -
      Bachelor of Science Finance, Risk Management and Insurance
  • Experience

    • American General Financial Services, AIG

      Aug 2004 - Sept 2008
      Branch Manager

      • Leader in all risk management of the branch, including underwriting of loans and determination of best collateral allocation according to risk type.• Day to day operations of the branch office, led branch planning and goal setting activities.• Prepared forecasts and analyzed trends within the branch for delinquency, sales and budgets to establish weekly, monthly and quarterly goals.• Worked out payment arrangements that were suitable for the company and the customer in order to control charge off of delinquent accounts.• Monitored and managed operational costs.• Performed monthly reviews of various financial reports including, but not limited to, Net Operating Income (NOI) statements, Product Line and General Ledger reports. Ensured accuracy and took proactive steps to correct errors and/or help control costs.• Managed and maintained business and vendor relationships.• Developed and maintained relationships with community entities. Show less

    • Santander Bank, N.A.

      Feb 2009 - Aug 2013
      Branch Manager

      • Directed and led the branch to acquire and drive business opportunities in the local market.• Managed difficult situations with customers and ensure problem resolution.• Cross-sold products and services to retail and business clients to retain customers and promote relationship growth. • Communicated, implemented and ensured compliance with company operational guidelines and policies.• Provided leadership by directing branch sales, service and business development strategies to ensure the branch achieves the desired sales results.Managed a portfolio of 200+ business clients to maintain and grow relationships through cross-selling products and services with the bank.• Outside sales and networking to add new client revenues to the portfolio.• Solicited, evaluated financial statements and close small business loans and lines of credit. Show less

    • Baxter Credit Union

      Sept 2013 - Jul 2017
      Manager, Operations and Business Development

      • Prospected, developed, and grew the new BCU site and membership. Regular business development visits to 5 other East Coast non-branch sites.• Proven sales results in Investment Referrals, Overall Cross-Sales, Mortgage Participation (applications and closings), Consumer Lending, and New Member Referrals.• Initiated and conducted New Hire Orientation presentations, Employee Resource Group involvement and partnerships, overall business development outreach to increase new credit union memberships and relationships.• Branch Operations, including: Staff Hiring and Coaching, Reporting, Auditing, and Budgeting. Show less

    • Community Credit Union

      Oct 2020 - now

      With over 20 years of experience in the financial services industry, I have honed my expertise in lending, credit analysis, and relationship management. As the Vice President of Lending at Community Credit Union, I am committed to driving growth and profitability through strategic lending initiatives and exceptional customer service.In my current role, I lead a talented team responsible for originating, structuring, and managing a diverse portfolio of loans. My focus is on understanding the unique needs of our clients, delivering tailored financial solutions, and maintaining robust risk management practices. Show less Detail-oriented and experienced underwriter proficient in assessing loan applications, evaluating risk, and making informed lending decisions. Adept at interpreting financial data and regulatory guidelines to mitigate risk and maintain compliance. Dedicated to upholding the highest standards of integrity and professionalism.Experienced Mortgage Loan Officer dedicated to guiding clients through the home financing process. Specializing in providing personalized mortgage solutions tailored to individual needs. Committed to delivering exceptional service and building long-lasting relationships. NMLS #706392 Show less

      • VP, Lending and Commercial Real Estate

        Jun 2024 - now
      • AVP, Commercial Lending

        Mar 2023 - Jun 2024
      • Mortgage Loan Officer and Underwriter

        Oct 2020 - Mar 2023
  • Licenses & Certifications

    • CUES School of Business Lending

      Credit Union Executives Society
      Oct 2023
    • Credit Union Business Lending Professional

      Credit Union National Association
    • Certified Mortgage Underwriter

      National Association of Mortgage Underwriters (NAMU)®
      Jul 2022