to Chairman/C.E.O & to the VP of Corp. Affairs & Business Development; Represents the CEO & Vice President by welcoming visitors, reviewing correspondence; arranging company dinners and other corporate functions; answering questions and meeting requests directed to the president.Completes projects and special assignments by establishing objectives; determining priorities; managing time; gaining cooperation of others; monitoring progress; problem-solving; making adjustments to plans.Improves quality results by studying, evaluating, and re-designing processes; implementing changes.Enhances vice presidents and corporation's reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.Conserves Vice Presidents time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications.Arranges corporate travel and meetings by developing itineraries and agendas; scheduling Airline tickets; booking other transportation; arranging lodging and meeting accommodations.Represents the Vice President by attending meetings in the Vice Presidents absence; speaking for the Vice President.Maintains customer confidence and protects operations by keeping information confidential.

Worked with bankers and assistants to ensure quality on all new accounts, changes to accounts and annual KYC reviews.Supporting the Bankers and Relationship Officers in documenting transactions, conducting investigations and servicing accounts.Interfaced between Sales and Operations on client inquires and investigations. Interviewing of all Private Banking Assistants, conduct new hire and temporary staff trainings and work with Human Resources in the hiring/terminating process.Holding informative meetings and trainings with all private banking assistants once a week. Worked closely with the Internal Auditors in making sure all audit items are answered and cleared.Worked closely with management on creating and updating policy and procedures. Created and maintained guidelines to standardize private banking assistant duties.Attended management meetings in order to communicate relevant information to the private banking assistants.Liaison between private banking and other departments and management on certain private banking and compliance issues.Reviewed documentation for New Accounts based on “Know Your Customer” rules and regulations and to ensure that expiring documents (ID’s, W-8, Certificates, etc.) are properly updated in the system.Worked closely with the Compliance department when opening new accounts to make sure that all prospects have been properly screened to ensure that information provided such as Source of Funds, Addresses, ID’s, etc have been corroborated and documented accordingly.Made sure that all Assistants properly documented all messages in QUEST, fees charged and delivery instructions.Provided backup and coverage for other team members during time of increased volume as well as during absencesWorked closely with the Credit Department to ensure all Credit Documentation are signed, dated and in place before credit is issued, also generate instructions to cover overdrafts of client’s accounts.

Responsible for managing the approvals, quality control, underwriting and closing departmentsDealing with all mortgage brokers, from submitting to closing their loansUnderwriting loans making sure the subject properties debt servicesWorked closely with the owners of the company with all compliance issuesAssist the accounting department completing all good faith deposits, refunds, payroll, status changes and terminationsHandle all aspects of Hiring new employees (background checks, orientation, and training)Implemented our own title company “New World Commercial Title based out of Orlando, FloridaWork closely with the Director of Business Development with opening of Net Branches across the nationHandle all aspects of Human Resources Department such as employee health benefits, 401k plans, compliance, complaints and concernsPutting in place new policies and procedures for all departments and all Net BranchesTraveling to all Net Branches after the Director of Business Development has set up the branch to train all new Loan Officers with the processing of their loans, compliance, customer serviceInput financial data into Calyx point mortgage software