Jan Hatfield Email & Phone Number

North Attleborough, Ma, Us

Providence, Rhode Island Area

Providence, Rhode Island

Norwood, Ma

Support President of newly created asset-based lending (ABL) division of NewAlliance Bank, with secondary support to the Chief Credit Officer and project support to the Credit, Finance and Underwriting teamsMaintain vendor and client files, including credit filesProduce and distribute client financial reconciliation reportsManage requisition, receipt and review of client background checks as part of loan approval processManage office administration, including travel… Show more Support President of newly created asset-based lending (ABL) division of NewAlliance Bank, with secondary support to the Chief Credit Officer and project support to the Credit, Finance and Underwriting teamsMaintain vendor and client files, including credit filesProduce and distribute client financial reconciliation reportsManage requisition, receipt and review of client background checks as part of loan approval processManage office administration, including travel reservations, T&E reporting, function coordination, office supply management, meeting minutes, and business organization membership oversightLiaison between the ABL division and the Bank's corporate office, including Corporate IT, Accounts Payable and Human ResourcesManage technology needs for current staff and new hiresApprove and process office invoices up to $2,500Track job requisition and new hire data including resumes, interview schedules, and HR reportingCoordinate new Vendor Qualification process with Risk Management, including vendor document requests, risk management form submission, vendor follow-up on outstanding data needs and file management of approved vendorsManage ABL office configuration and set up, including space design, point person for Bank-specified technology vendors, supervision of division-hired external vendors, coordination with building management, furniture purchase and installation, and staff IT and office needsResearch, collection and dissemination of ABL market-related materials to staff and coordination with corporate marketing department and external organizations with regard to marketing events and sponsorships Show less

Supported the Vice President, Strategic Counsel & Secretary of Nasdaq-listed North American steel processor, tube manufacturer and distributor, with secondary support to the Chief Executive Officer and President and project support to Corporate Human Resources, Finance/Treasury Operations and Sales/MarketingHandled confidential corporate, legal and personnel informationComposed draft business and legal correspondenceAdministered and maintained company minute booksScheduled… Show more Supported the Vice President, Strategic Counsel & Secretary of Nasdaq-listed North American steel processor, tube manufacturer and distributor, with secondary support to the Chief Executive Officer and President and project support to Corporate Human Resources, Finance/Treasury Operations and Sales/MarketingHandled confidential corporate, legal and personnel informationComposed draft business and legal correspondenceAdministered and maintained company minute booksScheduled meetings and coordinated eventsScheduled travel plans - Vice President travelled 90% of timeManaged multiple projects, both in the US and Canada, requiring a keen attention to detail, time-management, a flexible attitude and a high degree of organizationCorporate office move of 20 employees, including needs analysis, retention of realtor, evaluation of potential office space, recommendation analysis, primary contact between leasor and corporate attorney, hiring and managing vendors to renovate and furnish new space and coordination of move of employees and IT departmentCorporate American Express administratorCorporate mobile phone program administratorTravel & Expense policy - assisted with draft language of new policy, audit of reports as requested for adherence to policyCorporate Lease Schedule management - US and CanadaCorporate Human Resources support, including Executive Team and Board of Directors record management, new hire documentation, benefit vendor audits, and lay-off and severance package documentation management Show less

Developed project scopes, objectives, budgets and timelinesComposed correspondence to clientsScheduled and participated in client-team meetings and on client conference callsCompiled meeting minutes for distribution to client and team membersReceived, researched, and responded to client issues related to employee benefit inquiriesInteracted with clients, vendors, and consultants to achieve client-specific goalsDesigned and developed MS-Access databases to integrate… Show more Developed project scopes, objectives, budgets and timelinesComposed correspondence to clientsScheduled and participated in client-team meetings and on client conference callsCompiled meeting minutes for distribution to client and team membersReceived, researched, and responded to client issues related to employee benefit inquiriesInteracted with clients, vendors, and consultants to achieve client-specific goalsDesigned and developed MS-Access databases to integrate client and vendor dataProduced data analysis reports and client-specific data filesProvided technical and analytical support related to healthcare eligibility, enrollment, plan design and claims reviewResearched data to produce presentations, including financial analysis, disease management measures, behavior change metrics, and enrollment and eligibility trends Show less

Provided administrative support to the Senior Vice President of Finance, including calendar management, travel arrangements, business and personal correspondence and event planningHandled sensitive, confidential informationDesigned and produced presentation materials for meetings with Executive Officers and Board of DirectorsComposed correspondence, maintained calendars and scheduled meetings and travel plansManaged multiple projects as assignedMaintained department office… Show more Provided administrative support to the Senior Vice President of Finance, including calendar management, travel arrangements, business and personal correspondence and event planningHandled sensitive, confidential informationDesigned and produced presentation materials for meetings with Executive Officers and Board of DirectorsComposed correspondence, maintained calendars and scheduled meetings and travel plansManaged multiple projects as assignedMaintained department office supply, managed office equipment maintenance and ordered and set-up new computer equipmentProvided first-line support and training for computer software and hardware issuesManaged financial sector training sessions, including content outline and research, speaker recruitment, presentation design and development, and facility/technical coordination. Show less

Bsba, Business Administration

Senior year spent studying at Eastern Michigan University as guest student

Associates, Paralegal Studies

Concurrent course of study while obtaining BSBA