Fernanda Martineli Email & Phone Number

Brookfield, Wi, Us

Waukesha, Wisconsin, United States

Responsible for various tasks related to loan processing and compliance. This includes verifying imaged loans for accuracy and uploading electronically signed documents, performing HMDA (Home Mortgage Disclosure Act) logging and checkbacks for compliance purposes, bundling and saving documents to our interdepartmental drive and the bank's document management platform, tracking and sending final title policies, assisting in the transfer of loan information to the bank's servicing platform, and performing auditing tasks to ensure data integrity, while prioritizing to efficiently manage and complete tasks in order of importance.

Responsible for balancing ATMs, managing vault operations, overseeing branch closures and openings, and providing mentoring and guidance to junior team members.

Serving customers by completing account transactions as well as opening new accounts. Providing account services to customers such as receiving deposits and loan payments, cashing checks, issuing account withdrawals, cashier's checks and money orders, wire transfers and recording night and mail deposits.Key Accomplishments: • Consistently praised by management for attention to detail, accuracy and ability to learn new processes quickly.

Andover, Hampshire - Uk

Brought in as a team member for account conversion project. Assisted branches with converting and renewing customer accounts. Verified account data, modified as necessary, and input data accurately. Drafted and sent customer correspondence informing them of new details.Key Accomplishments:• Helped team conclude project prior to deadline.

Itu, São Paulo - Brazil

Responsible for all payments and end-of-day sales reconciliation. Greeted customers and determined their specific needs. Followed up and generated repeat business by encouraging customers to return. Organized shelves and displays. Demonstrated proficiency with telephone within a high-volume environment. Addressed concerned/upset/angry customers, researched their situations, and rapidly solved. Explained all details of payment options to the customers.Key Accomplishments:• Consistently praised by management for the attention to detail, exemplary customer service delivery, and team-player attitude.

Itu, São Paulo - Brazil

Established and monitored new and existing credit lines for customers by performing financial statement analysis and by analyzing Equifax reports. Ensured that all information regarding account collection activity was entered accurately into the billing system. Consistently analyzed existing customers financial data to determine if established credit limits were appropriate. Collaborated with the sales team and financial personnel to resolve customer issues and approve large orders.Key Accomplishments:• Assessed credit worthiness of applicants based on review of Equifax reports, resulting in over 50 new customers.• Planned and coordinated deliveries and returns with customers and sales reps contributing to a 99% customer satisfaction score.

Itu, São Paulo - Brazil

Managed financial database: kept all files updated and in order. Processed vendor's purchase orders, invoices, payments, and bi-weekly payroll. Performed data entry tasks and created reports. Monitored daily bank account activity using internet and QuickBooks. Prepared bank deposits compiling data from registers. Updated and maintained account records by calculating expenditures/revenues and profit/loss. Efficiently operated company phones, providing prompt, courteous, and knowledgeable assistance.Key Accomplishments:• Performed diversified financial administrative duties.• Coordinated daily tasks and prioritized projects for office.

Itu, São Paulo - Brazil

Assisted General Manager with all aspects of the business. Answered phones and emails, handled incoming and outgoing mail and bills, completed and processed bank forms and checks for deposit, and provided excellent customer care. Performed any other administrative functions as necessary to support the business.Key Accomplishments:• Demonstrated ability to multitask and prioritize.

Itu, São Paulo - Brazil

Managed financial database: kept all files updated and in order. Processed vendor's purchase orders, invoices, payments, and bi-weekly payroll. Performed data entry tasks and created reports. Monitored daily bank account activity using internet and QuickBooks. Prepared bank deposits compiling data from registers. Updated and maintained account records by calculating expenditures/revenues and profit/loss. Efficiently operated company phones, providing prompt, courteous, and knowledgeable assistance.Key Accomplishments:• Performed diversified financial administrative duties.• Coordinated daily tasks and prioritized projects for office.