Casey Harris Email & Phone Number

Memphis, Tn, Us

Memphis, Tn, Us

Memphis, Tn

• Develop executive-level PowerPoint presentations with technical content provided by leadership• Manage executive’s calendars and coordinate meetings within Risk and across the organization• Support leadership in booking business travel and supporting itineraries• Submit expense reports and documentation on behalf of leadership• Coordinate and support logistics for larger organization events in Memphis which generally could include working with:Property management on scheduling, room setupTechnology support for audio/video needsCaterers for onsite mealsCorporate security on certain logisticsBooking other offsite events as needed (dinners, team building, etc)

Memphis, Tennessee, United States

• Administrative Professional community leader• Collaborate with Specialty banking leaders to compile, review and present materials during Specialty banking meetings• Coordinate and provide high-quality administrative support to the Specialty Bank as well as ABL LOB• Obtain consumer and/or commercial identifying information to ensure compliance with federal rules and regulations• Ability to identify clients’ operational needs and bank products or services to meet these needs• Review and submit lien release requests to loan operations• Review and submit expense reports

Memphis Metropolitan Area

• Review incoming SBA documentation request• Communicate with relationship manager and customer to obtain necessary documentation• Review and submit documentation via SBA portal

Memphis, Tennessee, United States

• Provide administrative support to ensure attendees have the necessary tools for participation• Supporting the events manager with logistical and administrative support• Assist with set-up and dismantle of events

Greater Memphis Area

• Planning and executing the administrative requirement and operational performance of the Specialty Banking team, including calendars, travel, and expenses• Acting as primary contact between specialty leadership and key partners• Responsible for critical weekly and monthly reporting as well as distribution of materials to executive levels of the organization• Manage access, build templates and train associates with Commercial & Specialty DocuSign account

Memphis, Tn

• Provide overall support to client-facing advisors including handling of inbound calls/e-mails, processing new account openings, and maintenance and all other facets of advisor and client service activities• Serves as the primary contact and central information source for customer after the initial sale and plays a key role in maintaining a positive relationship, ensuring customer satisfaction• Clerical functions may include the following for both companies and individuals: transfer of funds between accounts, opening accounts, ordering checks, researching deposit and loan account issues, maintaining contact lists, filing of electronic and original client records, follow-up on new accounts

Memphis Metropolitan Area

• Assists in processing transactions, transfer of assets, fee processing, preparing reports, opening and closing accounts, security filings, and audit confirmations• Prepares and mails checks, or enters commands to generate checks, to pay bills for personal trust customers, disburse loan proceeds, and remit dividends, interest, and other funds to recipients

Memphis Metropolitan Area

• Develop and maintain filing system for compliance retention documents• Provides fulfillment of retail banking products either through referral-based leads, prospecting lists or self-sourcing• Opens and processes new demand and time deposit accounts including passbook accounts, IRAs, certificates of deposit, and money market accounts