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Anna T. Email & Phone Number

VP, Sr Lending Middle Office Loan Closer at First Citizens Bank
Location: Morristown, New Jersey, United States 11 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
First Citizens Bank
Role
VP, Sr Lending Middle Office Loan Closer
Location
Morristown, New Jersey, United States
Company size
6304 employees

Who is Anna T.? Overview

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Quick answer

Anna T. is listed as VP, Sr Lending Middle Office Loan Closer at First Citizens Bank, a 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, Sr Lending Middle Office Loan Closer
raleigh, north carolina, united states
Website
firstcitizens.com
Employees
6304
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Company profile
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11 roles

Anna T. work experience

A career timeline built from the work history available for this profile.

Vp, Lending Middle Office Loan Closer

First Citizens Bank

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.

Billing Supervisor

Private Advisor Group

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 daily with our independent advisor community, and supervised the Billing Associate.

Mar 2021 - Oct 2023

Operations And Quality Governance Control Leader

Tiaa Bank

Parsippany, Nj

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

Sep 2016 - Nov 2020

Operations Team Leader

Tiaa Bank

Parippany, Nj

advancement

Nov 2014 - Sep 2016

Policy & Controls Specialist

Tiaa Bank

Parsippany, Nj

advancement

Jul 2014 - Nov 2014

Customer Service & Usage Based Billing Leader

Tiaa Bank

Parsippany, Nj

promotion

Jun 2006 - Jul 2014

Sr Ops Account Manager

Tiaa Bank

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 →

NB Nicole Bailey Nicole Bailey Colleague at First Citizens BankSmithfield, North Carolina, United States View → CS Carl Simmons Carl Simmons Colleague at First Citizens BankRocky Mount, North Carolina, United States View → KT Kendra Tolley Kendra Tolley Colleague at First Citizens BankSouthern Pines, North Carolina, United States View → CR Cynthia Roberts Cynthia Roberts Colleague at First Citizens BankRaleigh, North Carolina, United States View → CD Carolyn Davis Carolyn Davis Colleague at First Citizens BankRaleigh, North Carolina, United States View → SP Stephen Park Stephen Park Colleague at First Citizens BankCharlotte Metro, United States View → KB Kim Bryson Kim Bryson Colleague at First Citizens BankAsheville, North Carolina, United States View → BK Brandy Krause Brandy Krause Colleague at First Citizens BankOklahoma City Metropolitan Area, United States View → RS Rusty Senn Rusty Senn Colleague at First Citizens BankColumbia, South Carolina Metropolitan Area, United States View → JI John Iglehart John Iglehart Colleague at First Citizens BankDallas, Texas, United States View →
1 education record

Anna T. education

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

Frequently asked questions about Anna T.

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, Sr Lending Middle Office Loan Closer 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 Nicole Bailey, Carl Simmons, Kendra Tolley, Cynthia Roberts, and Carolyn Davis.

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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