Lisa Chase Email & Phone Number

Process levies, subpoenas, and court order requests. Research customer requests and inquires.Provide internal deposit and loan support to branch personnel.

Create new loan setups on the bank's core system, verifying accuracy, completeness of loan file and documents for Commercial and Residential Loans.Process loan disbursements, payments and balancing of Purchased and Participation Loans, calculate, quote and process payoffs, prepare Discharges and letters to customers.

Greater Boston Area

Prepare mutual funds for corporate actions, both mandatory and voluntary.Analyze corporate actions to determine impacted funds, taxability, and entitlement.Perform reasonability test and analyze post fund execution to ensure compliance.Review processed work to ensure accuracy and compliance.Research custody and/or accounting discrepancies related to corporate actions.

Greater Boston Area

Promoted to Floater in July 2005, responsible for covering for co-workers and manager when out of the office.Calculated cash availability and met 3 hour reporting deadlines ensuring the client’s cash availability for future investment transactions.Monitored funds for overdrafts, notifying investment managers as needed.Reconciled funds on a weekly basis ensuring the balances of cash/shares agreed.Researched and verified variances; found and ensured income was processed in a timely manner. Communicated with internal and external personnel on a daily basis as it related to trades and investments.

Greater Boston Area

Processed customer initiated transactions. Assisted customer with general banking and services information.Originated checking and savings accounts. Sold and balanced travelers checks, money orders, treasurers checks and United States treasury bonds. Researched accounts as needed.

Greater Boston Area

Interviews and assisted customers with their loan applications, accurately inputting all applications into our mortgage system.Responsible for pre-underwiting and gathering all documents pertaining to the loans such as ordering credit reports, real estate appraisals, preparing all loan files for closing.Acted as a liasion between conveyance attorneys, real estate appraisers, credit data companies and flood zone determination companies.Prepared discharges for refinancing and paid of mortgages, and maintained disbursing real estate esrow accounts, tracking related reprts and monitoring HMDA.