Geoffrey Warren

Geoffrey Warren Email and Phone Number

Portfolio Manager at VenturCap Group @ HarborOne Bank
brockton, massachusetts, united states
Geoffrey Warren's Location
Brockton, Massachusetts, United States, United States
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.

Geoffrey Warren's Current Company Details
HarborOne Bank

Harborone Bank

View
Portfolio Manager at VenturCap Group
brockton, massachusetts, united states
Website:
harborone.com
Employees:
396
Geoffrey Warren Work Experience Details
  • Harborone Bank
    Sales Associate
    Harborone Bank Mar 2022 - Present
  • Venturcap Group
    Portfolio Manager
    Venturcap Group May 2017 - Present
    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.
  • Boston Market
    General Manager
    Boston Market Jan 2013 - Aug 2016
    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.
  • Bank Of America / Predecessors
    Branch Manager
    Bank Of America / Predecessors Nov 2003 - Jan 2011
    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.

Geoffrey Warren Education Details

  • Bank Of America Leadership / Management Program
    Bank Of America Leadership / Management Program
    Certificate Received
  • Newbury College
    Business Administration And Management, General

Frequently Asked Questions about Geoffrey Warren

What company does Geoffrey Warren work for?

Geoffrey Warren works for Harborone Bank

What is Geoffrey Warren's role at the current company?

Geoffrey Warren's current role is Portfolio Manager at VenturCap Group.

What schools did Geoffrey Warren attend?

Geoffrey Warren attended Bank Of America Leadership / Management Program, Newbury College.

Who are Geoffrey Warren's colleagues?

Geoffrey Warren's colleagues are Deborah Mitchell, Lois Harris, Warren Offer, Linda Grande, Carol-Lynne Connolly, Amanda Mendonca, Amani Dale.

Not the Geoffrey Warren you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.