Jocelyn Greene work email
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Jocelyn Greene personal email
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Experienced Personal Banker with a demonstrated history of working in the financial services industry. Skilled in Sales, Management, Business Relationship Management, Finance, and Mortgage Lending and Real Estate Loan processing. Strong finance professional with a Associate of Arts (A.A.) focused in Communication and Media Studies from Howard Community College.
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Loan AdministratorDominion Financial Jan 2024 - PresentUnited States -
Commercial Loan SpecialistCfg Bank Aug 2023 - Nov 2023Baltimore, Maryland, United StatesPerformed post-closing reviews of all new loans and leases as well as modifications and extensions of existing loans, to ensure compliance with the Bank's policies and procedures. Notified appropriate departments of exceptions identified during the loan/lease review and ensure the exceptions are cleared in a timely manner. Worked with Relationship Managers, Commercial Loan Administrators, and attorneys. Updated ticklers upon receipt of missing documentation and scanned documents to appropriate core systems. Assisted Loan Administration Manager with all audits, preparing requested files and handling auditor's inquiries for additional information and loan documents. Monitored UCCs for continuations and submitted UCC-3 Financing Statements as needed. Assisted in completing/reviewing FRB (Federal Reserve Bank) and FHLB (Federal Home Loan Bank) Forms to determine pledge eligibility and updated status in Core systems as necessary. Reviewed Monthly Reports provided by Accounting Manager reconciled status of loans being added/deleted and updated systems as needed. Assisted with other duties as assigned by Commercial Loan Post closing management Team. -
Commercial Post Closing SpecialistSandy Spring Bank Jul 2021 - Aug 2023Columbia, Maryland, United StatesResponsible for reviewing attorney and internally prepared loan packages for booking. Demonstrate ability and experience to comprehend the structure of complex deals and input to the tracking system. Review and fully comprehend complex real estate legal and credit approval documentation. Secure missing documentation and resolve any questionable issues. Responsible for funding as well as booking all types of new and modified loans into the core system (IBS) & Salesforce Platform. AccuratelyPost-Closing performs a variety of duties including, research, general ledger entries, department report reviews, and other duties as assigned. Will work with all types of Commercial Loans, both basic and complex. -
Real Estate Loan ProcessorS3 Shared Service Solutions, Llc Jan 2020 - Jun 2021Linthicum Heights, Maryland, United StatesGathering information for the loan applicationEvaluating credit histories for applicationsCollecting data from clients such as their assets, salaries, debts and employment status to fill in information for the loan applicationResearching and correcting mistakes in applications for clientsReviewing file documentation for missing or erroneous information Meeting loan application deadlines Assisting Loan Officer with requests and tasks needed to complete and process applications -
Citi Priority Relationship ManagerCiti Oct 2016 - Dec 2019Washington Dc• Expanding Consumer relationships – Book of Business management (Consumer and Business loans, Deposits and Audit Compliance documentation required for clients.) • Sustaining current client relationships and developing new business accounts.• Adding value and additional products to help expand relationships.• Tracking all Loan applications Business and Consumer loan. Communicating directly with Underwriters to ensure all documentation needed from clients ease loan process and assist with timely closing of Unsecured and Secured loans and credit lines. • Attaining New business relationships Consumer and Businesso Prospecting new business relationships and signing up new clients.o Meeting (New to Bank client goals and monthly hurdles)o Proactively attaining referrals from existing book of business clients. Determining who are center of influences in the community?o Participating in community groups and events with other businesses and community members who have business needs. • Attaining multiple goals/developing solutions to challenges. Attending monthly/quarterly and yearly conference call meeting related to professional learning and discussion of many financial service categories.• Responsible for reaching monthly hurdles for goals related to Investments, Borrowing/ credit, and financial management for both business and consumer. • Using strategies to reach monthly personal banker goals as well as quarterly branch goals. • Levering resources to meet goal structures which were sales, service, and operationally based -
Personal Banker / Business ServicesWells Fargo Aug 2012 - May 2016Columbia / Ellicott City MarylandAs a Personal Bank/Business Specialist, my responsibilities entail attracting, expanding and maintaining business relationships by evaluating customer needs and recommending the appropriate Wells Fargo depository and cash management products. I facilitate the timely and accurate implementation and delivery of products and services for our customer base by proactively interfacing with the appropriate business units. Working in concert with my Branch Manager, I develop and execute sales and service strategies designed to meet or exceed company goals and objectives. In addition, I plan coordinated approaches with Community Bank personnel and other independent strategies to retain a strong customer base. My duties include active portfolio management of Wells Fargo business clients in order to expand and retain the overall depository relationship and to consistently ensure exceptional customer satisfaction. I maintain a high level of depository and cash management sales and product knowledge to understand and be able to explain various products to customers. Essentially,I develop outreach strategies to target new business opportunities and go to their site to provide a dedicated, tailored presentation to match their business needs with the best bank products and services available; resulting in new business opportunities for Wells Fargo. I participate regularly in employee development/training opportunities, including technical, sales and product knowledge training, improved customer service skills, and training related to regulatory and compliance topics. Also, I comply with all appropriate banking regulations and Wells Fargo policies and procedures. I am registered & meet all appropriate education requirements with N.M.L.S ( Nationwide Mortgage Licencing System). In addition, other Certifications/Li-censure: Medallion Signature Guarantee Certification, Notary Public (State of Maryland). -
Relationship BankerCapital One Sep 2008 - Aug 2012Columbia, MdAs a Relationship Banker, I provided proactive and reactive relationship management services, covering a full range of financial options to customers and retail and small business clients. With all customers, I made it my goal to build a one-on-one relationship with them by fully understanding their financial objectives and assisting them with solutions to meet their current and future needs. I played a pivotal role by ensuring relationships are anchored and clients are provided access to the full range of Capital One products and services. I ensured personal sales performance through consistent and effective client contact strategies, relationship management activities, and strategizing and participating in community banking events -
Head Teller/ Teller SupervisorPnc Jul 2005 - Aug 2008Elliott City , MdServed as Head Teller/ Supervisor—was responsible for the vault, and training new Tellers to include coaching and supervising other Tellers to deliver excellent customer service. Participated and supported branch sales and cross selling efforts of bank products and services to establish and deepen customer relationships.
Jocelyn Greene Skills
Jocelyn Greene Education Details
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Communication And Media Studies
Frequently Asked Questions about Jocelyn Greene
What company does Jocelyn Greene work for?
Jocelyn Greene works for Dominion Financial
What is Jocelyn Greene's role at the current company?
Jocelyn Greene's current role is Jocelyn Greene.
What is Jocelyn Greene's email address?
Jocelyn Greene's email address is jo****@****hoo.com
What schools did Jocelyn Greene attend?
Jocelyn Greene attended Howard Community College.
What are some of Jocelyn Greene's interests?
Jocelyn Greene has interest in Civil Rights And Social Action, Health, Arts And Culture, Economic Empowerment.
What skills is Jocelyn Greene known for?
Jocelyn Greene has skills like Expertise Training And Supervising Bank Tellers And Relationship Bankers, Relationship Management, Finance, Cross Selling, Mortgage Lending, Portfolio Management, Cash Management, Management, Banking, Sales, Credit, Retail Banking.
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