Ashley Simoni Email & Phone Number

New York, Ny, Us

Poughkeepsie, New York, United States

Poughkeepsie, New York, United States

Responsible for underwriting and implementing consumer loan modifications, workout plans, and mortgage loan modifications to best preserve the assets of the Credit Union and reduce losses. Ensure Compliance with investor reporting and servicing requirements.

Poughkeepsie, New York

Facilitate training programs that focus on technical and soft skills ranging from one to thirty-two participants. Administer final assessments to certify independent operation and competence of employees. Create and maintain accurate, relevant training materials through collaboration with the Instructional Design team. Partner with On-the-Job Trainers to ensure on-the-job training experience meets Training & Organizational Development expectations. Conduct onsite branch/department observations and provide direct feedback to support continuous career development for Credit Union staff. Coach management teams on the importance of training and development for new and incumbent staff.

Poughkeepsie, New York

Offered products and services to improve individual’s financial lives, while being their trusted financial advisor. Contributed to corporate and team goal attainment through working with clients and business partners to recognize and fulfill their needs. Supported the implementation of marketing programs by raising awareness and closing sales. Initiated situation resolution while utilizing in-depth knowledge of HVFCU systems, policies, and procedures. Provided “extra mile” service on a daily basis.▪ Achieved annual goals driving loan growth, business membership and financial service revenue.▪ Trained new Contact Center staff and acted as a resource/mentor for operational and procedural questions.▪ Created resources and games to assist in all representatives achieving team and corporate goals.▪ Successfully fostered on-going employee development, while providing individualized coaching and one-on-one training.

Poughkeepsie, New York

Performed financial transactions with accuracy. Provided knowledgeable and professional service. Recommended beneficial products and services. Successfully implemented HVFCU Sales and Service Success Model contributing to branch growth. ▪ Accountable for all transactions and negotiable instruments, ensuring accurate end of day proof. ▪ Achieved quarterly and annual goals driving new business development and customer satisfaction.▪ Trained new Teller staff and acted as a mentor on the teller line▪ Proof and maintain cash shipments and vault procedures▪ Use of excel and word to maintain cash verification and tracking▪ Auditing Teller Cash boxes on a monthly basis▪ Create monthly schedules that ensure adequate staffing of the Teller line to meet member service goals through the use of the HVFCU staffing model.

Millbrook