Brian Chu Email & Phone Number

Quincy, Massachusetts, United States

Quincy, Massachusetts, United States

• Application of customer payments received from lock box and direct checks• Settlement and tracking of customer credit card and ACH draft payments.• Research and respond to customer and internal team inquiries regarding payments received/applied• Daily reporting for cash posting balancing• Work closely with Accounting to reconcile month end AR

Bedford, Massachusetts, United States

• Daily monitoring and updating of master report using salesforce data for contract opportunities (used and referenced by upper-level management) • Creating and maintaining monthly APM Gold Stars page where employees can send in nominations for exemplary work of colleagues • Various excel data projects that involved using pivot tables, graphs, and visualizations to analyze data• Assisted with “All Hands” presentation by creating profile slides for new hires and promotions within the APM team

Lowell, Massachusetts, United States

• Created, revised, and updated workflow diagrams for various banking applications using Visio Studio• Assisted with CIF Clean up project that aimed to clean up and standardize internal customer data (Names, DOB, SSN, Portfolios, etc.) with the use of Excel and Premier Banking Application to update and organize information • Created, maintained, and updated Share point sites that would be used by various departments to post updated information for various projects • Created various excel spreadsheets that extracted and organized information for the Application Support team• Assisted the IT Help Desk staff with inventory organization and installation of new debit card printers and cleaning of old printers at various Enterprise Bank locations

• Handled deliveries of incoming mail (letters, packages, etc.) for students and staff• Scanned and input information regarding incoming mail into school computer system • Organized and sorted mail into correct locations • Issued mail to correct recipients who come into the mail centers