Beth David Email and Phone Number
Beth David work email
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Beth David personal email
Deposit Operations Lead with a decade of experience in the banking industry. Expertise in regulatory compliance, military lending, training, loan servicing, process development, and quality control. Recognized for providing exceptional customer service, partnering across departments and LOBs to ensure the best customer experience.
Citizens
View- Website:
- citizensbank.com
- Employees:
- 16384
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Deposit Operations LeadCitizens May 2024 - Present
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Office Of The Chairman, Military Compliance OfficerCitizens Sep 2021 - Dec 2023Served as liaison for customers in matters related to SCRA and MLA benefits.● Responsible for supporting customers and various business lines as it pertained to servicemember protections and benefits. ● Coordinated the application and removal of Servicemembers Civil Relief Act and Military Lending Act benefits. Made determinations as to the eligibility for the type of benefit sought, including questions relating to adequacy of military service and the evaluation of income, employability, dependence, and relationship.● Built and documented case management. with evidence of supporting benefit-related activity. Ensured all issues were addressed. Applied and interpreted existing statutes, procedures, and state law. Conducted interviews with veterans to explain the full range of benefits provided through the Servicemembers Civil Relief and Military Lending Acts.● Conducted comprehensive review of servicemember relationships utilizing various resources including, internal bank systems and Defense Manpower database, to guarantee adherence to regulations and protections.● SME, leveraged systems knowledge and prior experience in SCRA and MLA.● Developed process checklist to ensure precision, which was also adopted and utilized by colleagues.● Provided training and educational support for new team members.
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Bbops Credit AssociateCitizens Jun 2018 - Sep 2021Conducted various loan servicing and maintenance requests, from internal partners, and customers.● Trained and mentored new hires on business banking ops loan servicing.● Updated existing procedures and established new processes.● Maintained consistent collaboration to ensure quality control and SLAs were met.
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Business Direct Lending SpecialistCitizens Aug 2017 - Jun 2018Handled incoming inquiries, from customers and agents, to discuss and complete lending applications with volumes up to $150K.● Assisted with training and nesting new hires.● Used worklists and spreadsheets to ensure accuracy and proper follow-up for daily tasks, lending applications, and customer requests.● Resolved high level cases, from front line agents, with proper documentation and interactions recorded in customer care.
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Consumer And Commercial Credit AssociateCitizens Jan 2016 - Aug 2017Subject matter expert, supported managers and colleagues, handling escalation calls, ensuring quality control, and taking on ad-hoc tasks and projects.● Conducted commercial credit card training, trained and nested commercial and consumer populations.● Revised procedures to streamline processes.● Provided exceptional customer service, advocating for customers, and striving for top customer satisfaction on every interaction.● Coordinated with other departments and business lines to ensure the best customer experience.
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Retail And Top Customer Inbound AssociateCitizens Aug 2015 - Jan 2016Provided superior customer service, going above and beyond, to recognize future customer needs.● Tracked customer commentary, feedback, and interactions in Customer Care system.● Recognized with High customer satisfaction scores and operational reviews.
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Launch Trampoline ParkLaunch Trampoline Park Dec 2013 - Feb 2015Warwick, Rhode IslandResponsible for hiring, managing, and training all lower levels of management and floor staff. Duties include payroll, process and audit cashflow, oversee maintenance of facility, maintain inventory of all necessary supplies and products, enhance brand visibility, create and execute marketing plan for social media channels, develop new programs, facility procedures, and administrative policies.
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ManagerPlanet Fitness Nov 2009 - Dec 2013Warwick, RiResponsible for hiring, managing, and training all staff. Duties include payroll, oversee repair and maintenance of over 200 pieces of equipment , enhance brand visibility, charity event organizer, maintain inventory of all necessary supplies and products. -
Office ManagerDbi Management May 2004 - Mar 2008Providence, RiAssisted Owner in starting businesses. Financial Services, Mortgage Broker, Real Estate Consulting and Marketing. Started as sole processor for 5 Loan Officers. Obtained company’s broker licenses for RI, MA, and CT. Established office procedures/ policies. Responsible for overseeing employees; including financial advisors, loan officers, processor, telemarketers and interns, all administrative, operational and human resource functions.
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CashierMorgan Stanley May 2003 - May 2004Processed incoming and outgoing checks. Opened and closed accounts and performed general account maintenance.● Opened and distributed all mail, correspondence, and wires.
Beth David Education Details
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Fairhaven High School
Frequently Asked Questions about Beth David
What company does Beth David work for?
Beth David works for Citizens
What is Beth David's role at the current company?
Beth David's current role is Deposit Operations Lead with a decade of experience in the banking industry.
What is Beth David's email address?
Beth David's email address is be****@****ess.com
What schools did Beth David attend?
Beth David attended Fairhaven High School.
Who are Beth David's colleagues?
Beth David's colleagues are Alissa Monti, Olivia P., Stephanie Slayton, Lisa Anderson, Brie Scott, Selina Marshall, Robert Gaitan.
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