Jacqueline Lathron Email & Phone Number

Rochester, Ny

• Oversees the review and audit process of final loan documents to meet compliance with federal and state laws as well as Bank policies and investor guidelines to ultimately produce a salable loan file. • Identifies and executes necessary changes to increase process efficiency. • Effectively manages the pipeline by distributing work within the post-closing team while ensuring that turn around times are met or exceeded. • Leads, manages and coaches teammates including assigning work, time management and conducting development related one on one conversations. • Work with Wilmington Trust and US Bank to cure exceptions to meet GNMA tolerance guidelines for both M&T Bank and Lakeview. • Review the FNMA and FHLMC product reports for timely delivery of original documents to meet their guidelines.

Amherst, New York

• Build, maintain and grow relationships through proactive outreach and in-person meetings.• Educate customers on banking solutions and available products, being their trusted advisor with deep knowledge of the product set offered, and the liaison to the financial institution as a whole. • Evaluate customers financial needs and provide appropriate banking solutions, engaging internal partners to reach optimal financial results for the customer.• Implement M&T Bank’s sales process to achieve or exceed personal and branch sales goals. • Boost weekly appointments and sales through Branch Portfolio calls and outreach.

Amherst, New York

• Build customer loyalty and retention by delivering an exceptional customer service experience. • Executed the M&T Lobby Experience to warmly welcome and greet each customer.• Resolved account servicing and maintenance issues to customer satisfaction.• Assessed customer’s immediate and long-term financial needs and presented appropriate options. • Performed ATM settlement and maintained thorough knowledge of ATM procedures. • Processed Retail and Commercial transactions in an accurate and efficient manner.

Buffalo, New York

• Processed Retail and Commercial transactions in an accurate and efficient manner.• Maintained a cash drawer and balanced daily work.• Actively implemented M&T Bank’s Lobby Experience Model and deliver exceptional customer service. • Recognized and reported risk-related issues.

Buffalo, New York

• Work directly with store Manager to develop sales, recruit new Teammates and provide leadership.• Build and maintain positive guest relations through excellent customer service. • Develop and lead teammates on sales floor through effective leadership techniques.• Train and motivate Teammates on effective methods in increase Buckle Card applications. • Reconcile cash drawes and complete monetary deposits.

6 Affinity Lane Cheektowaga Ny 14215

• Leased apartments to prospective residents by facilitating a positive sales experience. • Created new marketing and leasing strategies.• Coordinated and executed on-site special events. • Utilized InDeisgn and Photoshop to create marketing content.• Updated company's Twitter and Facebook pages to keep prospects and residents engaged.• Visit partner schools (University at Buffalo and Buffalo State) to distribute direct marketing tools.

• Produced blog posts or equivalent social media content that reflects Fredonia's marketing goals.• Wrote and prepared posts for Fredonia's blog by interviewing guests and capturing photos. • Generated content and campaign ideas on my own time and during regular brainstorm sessions• Worked within a team setting to complete tasks at hand.

• Executed game day events• Assisted in day to day operations

• Prepared and disseminate promotional materials.• Coordinated activities with departments on campus.

Fredonia, Ny

• Selected by head of department to represent and promote Communications program to prospective students and families. • Answered questions about Communications Department.• Led campus tours with prospective students and families.

Fredonia, Ny

• Responsible for overall supervision of recreational sports games.• Communicated any problem, major concerns or suggestions to the Director of Intramurals.

Fredonia, Ny

• Wrote, prepared, and disseminated quarterly newsletter highlighting student volunteers and their community service activities.• Created professional written pieces to announce and increase awareness about upcoming community service events. • Communicated with local newspaper, college news listserv, college radio station, and local radio stations to promote the organization's activities• Refined data entry system using Excel for volunteer hours to simplify award selections.

Avon, Ny

• Accepted and processed financial transactions, including both deposits and withdrawals.• Maintained a cash drawer.• Responsible for signiture card verification and KYC in accordance with bank procedure.• Provided customers with balance, history and transaction details as required.• Actively engaged clients to understand financial service needs and referred banking partners as appropriate.• Contributed to established sales goals for the branch, for new and existing customers.• Greeted customers in a friendly and professional manner, both on the phone and in person.• Created an open and inviting experience to build client trust and rapport.

Avon, Ny

• Performed tasks efficiently under pressure.• Developed cash handling experience.