Caroline Nelson Email and Phone Number
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Results oriented/high performing professional with expertise in financial services, operations, and project management. Known for communication skills, attention to detail, and ability to function in a fast-paced environment.
Community Investment Corporation (Tucson)
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Chief Operating OfficerCommunity Investment Corporation (Tucson) Feb 2018 - PresentTucson, Arizona, UsAssist 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.
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Chief Lending AdministratorCommunity Investment Corporation (Tucson) Jun 2017 - Feb 2018Tucson, Arizona, UsResponsible 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.
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Program AssociateCommunity Investment Corporation (Tucson) Sep 2016 - Jun 2017Tucson, Arizona, UsSupport the program staff in the areas of small business lending, post bond issuance continuing disclosure reporting, and first-time homebuyer down payment assistance.
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Financial Success ConsultantEarn To Learn Sep 2014 - Sep 2016Tucson, Az, UsIn 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. -
Senior Associate, Wealth StrategiesNorthern Trust Jul 2013 - Apr 2014Chicago, Illinois, UsI 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. -
Senior Personal Banking OfficerNorthern Trust 2006 - Jul 2013Chicago, Illinois, UsResponsible 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.
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Senior TellerNorthern Trust 2003 - 2006Chicago, Illinois, UsProcessed 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.
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Floating TellerNorthern Trust 2000 - 2003Chicago, Illinois, UsAccepted 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.
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Student Training ProgramNorthern Trust 1998 - 1999Chicago, Illinois, UsProvided administrative support in the banking department and processed basic transactions and handled account inquiries.
Caroline Nelson Skills
Caroline Nelson Education Details
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University Of Arizona - Eller College Of ManagementMaster Of Business Administration (M.B.A.) -
Greater Tucson Leadership
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University Of PhoenixAccounting
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Santa Rita High School
Frequently Asked Questions about Caroline Nelson
What company does Caroline Nelson work for?
Caroline Nelson works for Community Investment Corporation (Tucson)
What is Caroline Nelson's role at the current company?
Caroline Nelson's current role is Chief Operating Officer at Community Investment Corporation.
What is Caroline Nelson's email address?
Caroline Nelson's email address is cn****@****ust.com
What is Caroline Nelson's direct phone number?
Caroline Nelson's direct phone number is +131225*****
What schools did Caroline Nelson attend?
Caroline Nelson attended University Of Arizona - Eller College Of Management, Greater Tucson Leadership, University Of Phoenix, Santa Rita High School.
What are some of Caroline Nelson's interests?
Caroline Nelson has interest in Kinderen, Onderwijs.
What skills is Caroline Nelson known for?
Caroline Nelson has skills like Leadership, Applications, .net, Administration, Verification.
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