Jacqueline G. Email & Phone Number

New Jersey, United States

New York, New York, United States

• Receive and collect insurance information from third parties (insurance agents/brokers)• Ensure complete and accurate insurance information is sent to appropriate departments within the company.• Communicate and follow up with insurance agents and Underwriting Analysts for additional information when needed.• Remain in contact with both internal clients and insurance agents/brokers.• Insurance file maintenance.

Greater New York City Area

• Oversee and motivate a team of administrators.• Develop responsibility task checklists.• Procedural development for daily, weekly, and monthly tasks in the commercial loan operations.• Development of procedural training schedules.• Spot check payments, paydowns, pay off payments, and loan bookings from other servicers for completeness and accuracy.• Mange and resolve trouble situations between co-workers or procedural processes.• Comprehend and comply with bank policy,… Show more • Oversee and motivate a team of administrators.• Develop responsibility task checklists.• Procedural development for daily, weekly, and monthly tasks in the commercial loan operations.• Development of procedural training schedules.• Spot check payments, paydowns, pay off payments, and loan bookings from other servicers for completeness and accuracy.• Mange and resolve trouble situations between co-workers or procedural processes.• Comprehend and comply with bank policy, laws, regulations, and the bank's BSA/AML Program relevant to my duties. This includes completing compliance training and abide by to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious account activity.• Process and monitor an average of 10-25 $250,000 plus funding transactions daily.• Review an average 15-25 loan closing packages monthly for completeness and accuracy. • Process the activation transaction for several types of loans averaging $10,000,000 and over.• Review and assist the ongoing maintenance of loans which include tracking pending collateral items, tracking required insurance, researching archived loans, searching for statements, etc. • Handle any internal or external calls in regard to inquiries and research the situation until a solution can be provided.• Monitor and Perform maintenance on all commercial loans.• Advances, paydowns, and payoffs• Assisted servicers prepare Note Modification Agreements• File, extend, terminate, and maintain UCCs• Import, index, and organize loan packages into our imaging system. • Perform any additional related duties when required or assigned Show less

• Handled Consumer Loan Calls – internal and external• Performed general office duties and special projects• Processed Loan payments over the phone• Processed physical ticket/slip loan payments• Saved and printed documentation sent to our Consumer Loan Mailbox and distributed the information to the appropriate teams orpersonnel.

• Advised, educated, and engaged clients to use a variety of technological tools and resources allowing them to monitor their accounts.• Explained, sold, and promoted banking products and services.• Identified potential customers and created opportunities to sell financial solutions and ideas to customers.• Knowledgeable of the product and procedures and how to use them to resolve customer problems.• Serviced and maintained customer profiles, including their accounts.•… Show more • Advised, educated, and engaged clients to use a variety of technological tools and resources allowing them to monitor their accounts.• Explained, sold, and promoted banking products and services.• Identified potential customers and created opportunities to sell financial solutions and ideas to customers.• Knowledgeable of the product and procedures and how to use them to resolve customer problems.• Serviced and maintained customer profiles, including their accounts.• Trained new service personnel• Performed Cashbox, Vault, and ATM Audits Show less

Greater New York City Area

• Serviced and maintained renewal policies.• Provided excellent customer service.• Explained, promoted, and sold products and services such as checking accounts, savings account, and credit cards• Handled cash and credit transactions• Trained and supervised new service personnel• Developed clear and effective quotes• Met monthly sales goal.• Fostered strong relationships with customers• Was a Bilingual Sales Representative who handled insurance questions and sold… Show more • Serviced and maintained renewal policies.• Provided excellent customer service.• Explained, promoted, and sold products and services such as checking accounts, savings account, and credit cards• Handled cash and credit transactions• Trained and supervised new service personnel• Developed clear and effective quotes• Met monthly sales goal.• Fostered strong relationships with customers• Was a Bilingual Sales Representative who handled insurance questions and sold insurance products.• Performed clerical tasks such as typing and filing. Show less

• Perform register audits daily.• Develop clear and effective quotes• Expedite the resolution of customer problems and complaints.• Provide World Class customer service.• Sell company product effectively• Meeting weekly sales goal.• Build a loyal clientele• Perform cash and credit transactions

• Costumer service• Performs account analysis to better qualify costumer services• 95% Customer satisfaction rate• Improve business accounts adds by 20% YOY• File Federal Regulation Reports• Complete monthly reports• Handle large deposit for several businesses• Daily close-out of my cashbox

• Chosen by management to train new personal on daily duties and cash register• Proficient in selling the product• One of the top Associates in sales• Consistently second count on closing of registers• Customer Service

• Filing invoices for Accounts Receivable and bills for Accounts Payable• Collate invoices for A/R and A/P.• Organizing the filing cabinets in the office as well as in storage• Organizing the Storage space to maximize its efficiency

• Transfer important files from one department to another and run the deposits for the day to the bank• Entered bills and invoices into Quick Books and ScheduAll• Process credit cards, checks, and cash

Master'S Degree, Account And Finance Management

Bachelor Of Arts - Ba, History