Geoffrey Warren Email and Phone Number
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.
Harborone Bank
View- Website:
- harborone.com
- Employees:
- 396
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Sales AssociateHarborone Bank Mar 2022 - Present -
Portfolio ManagerVenturcap Group May 2017 - PresentBrockton, 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.
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General ManagerBoston Market Jan 2013 - Aug 2016Boston, 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. -
Branch ManagerBank Of America / Predecessors Nov 2003 - Jan 2011Brockton, 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
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Bank Of America Leadership / Management ProgramCertificate Received -
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?
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Geoffrey ✔ Warren
Shelton, Ct6xerox.com, usa.xerox.com, gmail.com, buckconsultants.com, xerox.com, globalfoundries.com1 +158523XXXXX
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2gmail.com, warrenrep.com
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Jeff Warren
Seattle, Wa -
Geoffrey Warren
United States
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