Beth David Email & Phone Number

Served 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.

Conducted 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.

Handled 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.

Subject 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.

Provided 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.

Warwick, Rhode Island

Responsible 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.

Warwick, Ri

Responsible 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.

Providence, Ri

Assisted 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.

Processed incoming and outgoing checks. Opened and closed accounts and performed general account maintenance.● Opened and distributed all mail, correspondence, and wires.