Helena Alves Email & Phone Number

Complete oversight of the Servicing Department, with additional origination responsibilities, preparing closing documents for commercial accounts, Home Equity lines and loans, and consumer loans. Inclusive of the management and reporting for all investor loans.• Managed over 2,500 consumer, commercial, and residential loans totaling approximately $263M to ensure accuracy, efficiency, and high level of customer service, while complying with all Banking and Government regulations. • Project Manager for the conversion to a new loan origination platform for mortgage and consumer loans.• Implemented a Passive Investment Company (PIC). • Trained not only direct reports but developed a loan training program for tellers, customer service representatives, and summer interns. Created career development plans and periodic personnel reviews resulting in lowering historically high turnover rate.• Resolved customer complaints in a diplomatic and effective manner bringing issues to a timely and mutually satisfactory conclusion. • Acted as primary contact with outside attorneys, internal/external auditors, regulatory agencies, vendors, and customers.• Liaison with Retail, Commercial, Operations and Accounting departments in solving difficult issues not easily resolved. • Closely worked with Compliance department to collect data for all Quality Control Audits by creating report queries using a report generator. Additionally, reviewed and responded to results of such audits.• Directed and facilitated the monthly preparation of various reports for the Loan Committee and Board of Directors.• Chairman of the IS Policy Committee and loan representative on Business Continuity Testing Committee and IS Steering Committee. • Selected by Management and attended Connecticut School of Finance and Management 2 year program.

Hartford, Connecticut Area

Assumed position reporting to President of Government Market while simultaneously managing the responsibilities of prior position, Director of Business Systems for Domestic Emerging Markets. • Facilitated a 12-person professional staff in multiple projects involving Government (municipal, state, county) accounts, primarily focusing on expense management/efficiency, new business development/retention, product management, and process improvements for various workflows.• Interacted with senior management from technological and business areas throughout the corporation.• Created a Prospective Case Profile/Pricing approach for critical data collection from field representatives and operations to facilitate strategic and pricing decisions.• Developed process improvements based on Request for Proposal (RFP) workflow.• Created intranet/internet applications, including supporting infrastructure, to enable small to mid-market cases to receive automated quotes and to purchase retirement products and services online. • Designed, led and implemented the infrastructure development efforts for technology, operations, and business line professionals to support multicultural and multilingual clients for 401(k), 403 (b) and 457 markets. Efforts were directed toward identifying present and future key and distinctive profitable business niches. • Managed business plan on a monthly basis and all IT projects, including enhancements to the sales reporting system, additions to core systems to track language preference and ethnicity, creation of key customer databases, management of all internet and intranet projects, enroll-by-phone and confirmations in Spanish. Managed business plan on a monthly basis.• Managed the translation of English language marketing/operational materials, including forms, letter templates, and fulfillment packages.

Bachelor'S Degree, Latin American Studies

High School, Valedictorian

Valedictorian Class Officer - Treasurer