Jack Underwood Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Boston, Massachusetts, United States

Global Commercial Banking | Transformative Healthcare Group

Hyannis, Massachusetts, United States

- Advised clients on various financial products including investment accounts, mortgage products, lines of credit, CD’s, and other cash management products- Worked under Supervisors and Financial Advisors to provide outstanding client experience to a client base totaling approximately $6 billion in assets under management to open new accounts and bring closure to all inquiries - Performed 200+ banking transactions at 100% accuracy including processing deposits and loan payments, verifying cash in excess of $25k a day, check cashing, money orders, and savings bond redemptions- Spearheaded day-to-day banking operations while prioritizing daily responsibilities

New York, New York, United States

- Analyzed data required for a $6.5 million commercial and residential loan portfolio acquisition- Regularly met and effectively communicated with team members for debriefing and status updates- Ensured continuity of daily operations

Chatham, Massachusetts, United States

- Managed pro shop operations; supervised staff and schedules, budgeted revenue and expenses, and initiated sales

Bachelor Of Arts - Ba, Economics, Senior

Activities and Societies: Recipient of Finance and Banking Certificate from the Ciocca Business Center, Member of the Holy Cross Finance.

Magna Cum Laude

Activities and Societies: National Honor Society, Math Honor Society, Varsity Ice Hockey, Student Ambassador, and Elementary School Tutor