Jane Pate work email
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Jane Pate personal email
I have over fifteen years of financial experience in loan and deposit analysis for major banking institutions. Each position I have held involved customer service that highlighted my attention to detail and organizational skills. I'm a self-starter that is capable of working independently or within a team.
Pnc Bank, N.A
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Client Solutions Specialist SrPnc Bank, N.A Jan 2020 - PresentRaleigh-Durham, North Carolina AreaProvides sales, service and execution support for new and ongoing client relationshipsGathers required documentation. Prepares, reviews and verifies document and relevant information for accuracyActs as a point of contact for clients, client teams and service partners and may act as an escalation point for complex client implementation and servicing issuesInitiates, updates and verifies client, account or transaction details in relevant systems/applications
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Business And Commercial Support Specialist IiFirst Citizens Bank Jan 2017 - Dec 2019Raleigh, North CarolinaSupport Business Commercial Banking teams in the sales, servicing and management of business clients and commercial loan portfoliosManage post-closing loan management; origination, funding disbursements, loan modification, pay offs and other loan maintenanceAssist Lenders and clients with various loan and deposit inquiresProvide documentation Support and Accuracy and ongoing Credit Servicing Support & Accuracy -
Business Banking Loan Support AnalystPnc Jan 2012 - Dec 2016Support multiple business bankers for the Eastern Carolina business banking team and their clients recognizing unique routines, tendencies and areas that I can make the biggest impact to overall success•Contribute my administrative and organizational talents to handle the team’s day-to-day items allowing the team more time to focus on client growth and satisfaction•Monitor key reports and loan management systems to maintain focus on top priorities/goals/objectives both individually and for the team•Advise clients and bankers in providing the most positive experience possible in the completion of financial transactions -
Private Banking Sales AssistantRbc Jan 2009 - Jan 2012Accountable for maintenance on deposit and credit accounts for a portfolio of high net-worth individual and corporate clients up to a million dollars•Developed and implemented a consistent and methodical follow-up process with clients which allowed for valuable feedback from the client’s perspective of how the bank delivered its services•Analyzed and reviewed banking maturities, overdrafts, past dues and other portfolio segments providing the information necessary to place clients in the best products -
Private And Business Banking Service AssistantRbc Jan 2007 - Jan 2009Functioned as first point of contact in fulfilling client requests regarding account maintenance, account opening, loan closing and collection and verification of account documentation•Directed daily operations including branch sales, business development, customer service and credit analysis -
Senior TellerRbc Jan 2001 - Jan 2007Served as an ambassador for the bank processing teller line transactions and resolved client inquiries •Analyzed and reviewed compliance audits, training, staff evaluations and branch security procedures; 2011 Bronze Award recipient for RBC Bank, Sales Assistant of the year for Private Banking
Frequently Asked Questions about Jane Pate
What company does Jane Pate work for?
Jane Pate works for Pnc Bank, N.a
What is Jane Pate's role at the current company?
Jane Pate's current role is Client Solutions Specialist Sr at PNC Bank, National Association.
What is Jane Pate's email address?
Jane Pate's email address is ja****@****pnc.com
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Jane Pate, CPA
Raleigh-Durham-Chapel Hill Area3durhamhabitat.org, habitatwake.org, discoverdurham.com -
2aol.com, aol.com
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