Caroline Nelson Email & Phone Number

Tucson, Arizona, Us

Assist the Executive Director with the internal operations of CIC including setting internal policies and processes that promote efficient and effective systems to increase the productivity of the organization, to keep CIC in compliance with regulatory requirements, and to assist in attracting and retaining talented staff.In this role I continue to oversee our small business lending portfolio including sales, underwriting, servicing, reporting, and partner relationships.

Tucson, Arizona, Us

Responsible for providing leadership and oversight for the $3.5 million lending portfolio with the goal of providing access to debt capital to small businesses and nonprofit organizations in Southern Arizona.

Tucson, Arizona, Us

Support the program staff in the areas of small business lending, post bond issuance continuing disclosure reporting, and first-time homebuyer down payment assistance.

Tucson, Az, Us

In this role I supported our program staff in the areas of income verification and finance. I created income verification policies and procedures and provided regular staff training, processed income verification files to ensure applications met the scholarship income and net worth requirements, oversaw 1,000 student Individual Development Accounts to ensure monthly transactions were posted properly and accounts reconciled with the financial institutions, and was the volunteer coordinator.

Chicago, Illinois, Us

I supported the new business development of our Tucson office by preparing new account documentation, setting up accounts, developing RFPs and sales presentations, facilitating the transfer of assets between institutions, and managing the new business pipeline. I was also part of the marketing team and worked with the marketing director to create targeted events to meet our objectives.

Chicago, Illinois, Us

Responsible for servicing clients with a full range of personal banking products and services. I cultivated and developed client relationships for more complex credit and investment needs.

Chicago, Illinois, Us

Processed and approved transactions for clients, approved other teller transactions and provided assistance in processing complex or problem transactions, cross sold the bank's products and services, assisted personal bankers in account set-ups by completing administrative forms and processes and researched and resolved account problems and followed up with clients.

Chicago, Illinois, Us

Accepted deposits and cashed checks, assisted clients with inquiries regarding account status and cross sold the bank's products and services and traveled between offices to provide coverage when needed.

Chicago, Illinois, Us

Provided administrative support in the banking department and processed basic transactions and handled account inquiries.

Master Of Business Administration (M.B.A.)

Education record

Bachelor Of Science (B.S.), Accounting

Education record