Geoffrey Warren
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Geoffrey Warren Email & Phone Number

Portfolio Manager at VenturCap Group at HarborOne Bank
Location: Brockton, Massachusetts, United States 4 work roles 2 schools
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Current company
Role
Portfolio Manager at VenturCap Group
Location
Brockton, Massachusetts, United States
Company size

Who is Geoffrey Warren? Overview

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Quick answer

Geoffrey Warren is listed as Portfolio Manager at VenturCap Group at HarborOne Bank, a with 396 employees, based in Brockton, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Geoffrey Warren.

Geoffrey Warren previously worked as Sales Associate at Harborone Bank and Portfolio Manager at Venturcap Group. Geoffrey Warren holds Leadership Development, Certificate Received from Bank Of America Leadership / Management Program.

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Email format at HarborOne Bank

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HarborOne Bank

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Profile bio

About Geoffrey Warren

Portfolio Manager with more than 300 client accounts. Experienced loan officer with additional skills in credit analysis. Prior experience as a Branch Manager, with 24+ years of retail banking experience.

Current workplace

Geoffrey Warren's current company

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HarborOne Bank
Harborone Bank
Portfolio Manager at VenturCap Group
brockton, massachusetts, united states
Website
Employees
396
AeroLeads page
4 roles

Geoffrey Warren work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current
Venturcap Group

Brockton, Massachusetts, United States

-Portfolio Managing: Actively performing maintenance on 300 accounts daily, which includes calling and conversing with customers. Continuous monitoring of accounts for insurance coverage, obtain necessary documents for verification.Process payments; provide counseling for clients who default on contracts. Stay in compliance with timely mailing of regulatory requirements. -Underwriter: Receive & review credit applications to determine financial capacity of clients. Evaluate the risk, and assess the creditworthiness of clients. Pull and analyzing credit bureau reports for past financial history performance.Make recommendation of loan performance. Approve loans, and then close loan with customers setting expectations or repayment. Process loan through Discover computer software.-Collector: Collecting bi-weekly payments from clients over the phone or in person. Arranging repayment schedules for missed payments. Documenting collection calls in detail for continue maintenance by other team members. Drafting default letters for customers explaining their responsibilities and obligations. Complete routine settlement & Process bank deposits.

May 2017 - Present

General Manager

Boston, Massachusetts, United States

-Consistently met sales quotas, and performed operational excellence.-Managed the day-to-day operations of the restaurant, overseeing work completion by all crew member; setting clear directions and expectations.

Jan 2013 - Aug 2016

Branch Manager

Brockton, Massachusetts, United States

-Submitted business loan applications to loan underwriter for verification and recommendations. -Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act. -Increased overall annual sales 30% by incorporating several quality process improvements within the branch. -Increased monthly staff retention rate by 100% after implementing new training programs.-Lead teams; identifying needs and developed strategies to implement.

Nov 2003 - Jan 2011
Team & coworkers

Colleagues at HarborOne Bank

Other employees you can reach at harborone.com. View company contacts for 396 employees →

2 education records

Geoffrey Warren education

Leadership Development, Certificate Received

Bank Of America Leadership / Management Program
FAQ

Frequently asked questions about Geoffrey Warren

Quick answers generated from the profile data available on this page.

What company does Geoffrey Warren work for?

Geoffrey Warren works for HarborOne Bank.

What is Geoffrey Warren's role at HarborOne Bank?

Geoffrey Warren is listed as Portfolio Manager at VenturCap Group at HarborOne Bank.

Where is Geoffrey Warren based?

Geoffrey Warren is based in Brockton, Massachusetts, United States while working with HarborOne Bank.

What companies has Geoffrey Warren worked for?

Geoffrey Warren has worked for Harborone Bank, Venturcap Group, Boston Market, and Bank Of America / Predecessors.

Who are Geoffrey Warren's colleagues at HarborOne Bank?

Geoffrey Warren's colleagues at HarborOne Bank include Michele Wareham, Leo Donahue, Carol-Lynne Connolly, Aulinda Monteiro, and Marcus Artis.

How can I contact Geoffrey Warren?

You can use AeroLeads to view verified contact signals for Geoffrey Warren at HarborOne Bank, including work email, phone, and LinkedIn data when available.

What schools did Geoffrey Warren attend?

Geoffrey Warren holds Leadership Development, Certificate Received from Bank Of America Leadership / Management Program.

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