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Anna T. Email & Phone Number

VP, Closing Officer at First Citizens Bank
Location: Morristown, New Jersey, United States 10 work roles 1 school
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Current company
Role
VP, Closing Officer
Location
Morristown, New Jersey, United States
Company size

Who is Anna T.? Overview

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Quick answer

Anna T. is listed as VP, Closing Officer at First Citizens Bank, a company with 6304 employees, based in Morristown, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Anna T..

Anna T. previously worked as VP, Lending Middle Office Loan Closer at First Citizens Bank and Billing Supervisor at Private Advisor Group. Anna T. holds Associate Of Applied Science Degree, Business Management & Administration from Berkeley College.

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Email format at First Citizens Bank

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First Citizens Bank

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Profile bio

About Anna T.

Financial Operations Professional with over 30 years of financial leasing, billing and compliance experience. Knowledgeable in Investments, Office Products, Healthcare, Industrial/Cap Markets. Proficient in process & procedures development, metrics, business development. Strengths in attention to detail, organizational skills, customer service, leadership.Areas of Expertise & Knowledge:•Operations Management•Compliance & Governance•Audit & Quality Controls•Policy & Procedures Drafting & Implementation •Vendor & Client Onboarding•Account & Contracts Processing •Customer Service Management•CPC/Pass Thru Meter & Disbursement Program Management•Invoice & Billing Management•File Retention•General Accounting•Leasing Taxation

Current workplace

Anna T.'s current company

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First Citizens Bank
First Citizens Bank
VP, Closing Officer
raleigh, north carolina, united states
Employees
6304
AeroLeads page
10 roles

Anna T. work experience

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Vp, Lending Middle Office Loan Closer

Current

Morristown, New Jersey, United States

Largest family-controlled bank in the US founded in 1898 that helps personal, business, commercial and wealth clients build financial strength that lasts. As CEF VP Lending Middle Office Loan Officer I am leading the closing, booking and funding process for all CEF Loans and Leases.

Oct 2023 - Present

Billing Supervisor

Morristown, New Jersey, United States

One of the fastest-growing companies in the US that provides services to over 700 independent advisors with $30 billion in AUM. As Billing Supervisor I reported directly to the Head of Finance and had the overall responsibility of problem analysis and resolution for managing accounts for billing, collecting, auditing, researching, reporting, corresponding.

Mar 2021 - Oct 2023

Operations And Quality Governance Control Leader

Parsippany, NJ

formerly EverBank Commercial Finance Inc, Tygris Commercial Finance Inc, US Express Leasing Incadvancement

Sep 2016 - Nov 2020

Operations Team Leader

Parippany, NJ

advancement

Nov 2014 - Sep 2016

Policy & Controls Specialist

Parsippany, NJ

advancement

Jul 2014 - Nov 2014

Customer Service & Usage Based Billing Leader

Parsippany, NJ

promotion

Jun 2006 - Jul 2014

Sr Ops Account Manager

Parsippany, NJ

Responsible for all aspects of leasing transactions from application, documentation, closing and post funding

Oct 2005 - Jun 2006

Sr Account Manager -Danka Portfolio

Copelco Capital Inc

Mahwah, NJ

Nov 1992 - Dec 1998
Team & coworkers

Colleagues at First Citizens Bank

Other employees you can reach at firstcitizens.com. View company contacts for 6304 employees →

1 education record

Anna T. education

  • Berkeley College
    Associate Of Applied Science Degree, Business Management & Administration
FAQ

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Quick answers generated from the profile data available on this page.

What company does Anna T. work for?

Anna T. works for First Citizens Bank.

What is Anna T.'s role at First Citizens Bank?

Anna T. is listed as VP, Closing Officer at First Citizens Bank.

Where is Anna T. based?

Anna T. is based in Morristown, New Jersey, United States while working with First Citizens Bank.

What companies has Anna T. worked for?

Anna T. has worked for First Citizens Bank, Private Advisor Group, Verdant Commercial Capital, Tiaa Bank, and Wells Fargo Financial Leasing Inc Formerly Greentree & Conseco.

Who are Anna T.'s colleagues at First Citizens Bank?

Anna T.'s colleagues at First Citizens Bank include Antione Frederick, Mba, Yvonne Beamon, Mba, Jay Chen, Natalie Roque, and Britt Melia.

How can I contact Anna T.?

You can use AeroLeads to view verified contact signals for Anna T. at First Citizens Bank, including work email, phone, and LinkedIn data when available.

What schools did Anna T. attend?

Anna T. holds Associate Of Applied Science Degree, Business Management & Administration from Berkeley College.

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