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.

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.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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.
• Performed diversified financial administrative duties.
• Coordinated daily tasks and prioritized projects for office.