Lily Wright Email & Phone Number

Boston, Massachusetts, Us

Boston, Massachusetts, Us

Reading, Ma, Us

Woburn, Ma, Us

Newburyport, Ma, Us

Newburyport, Ma, Us

Examining the financial statements and other credit-related information of individuals or businesses to assess the risk involved in lending money. Determine the creditworthiness of individuals and all types of organizations for purposes of arranging for a loan.

Boston, Massachusetts, Us

Evaluate the credit worthiness of businesses and determine their ability to repay loans and lines of credit, including those used to purchase equipment and other goods. Develop financial profiles and investigate credit histories.

Boston, Massachusetts, Us

-Responsible for the integrity of officers’ loan portfolios from inception to payoff. Responsibilities include documentation compliance, servicing, covenants and financial reporting, insurance, and client inquiries. -Maintain and manage team work flow and procedures for the Specialty Lending Group. Responsibilities include loan managing/reporting, customer relation activity, activity and growth reports, and miscellaneous portfolio reporting.-Complete unrelated jobs ranging from marketing material creation, software presentations, cross department projects and analyzing financials and credit appraisal memorandums.-Liaison to clients, attorneys, inspectors and title company representatives.

Boston, Massachusetts, Us

This position will encompass all phases of teller operations. The Client Service Administrator will be responsible for providing superior client service and professional assistance to our clients, prospective clients and associates and for identifying cross-selling and referral opportunities as appropriate. Roles and Responsibilities:Sales & Service•Process client transactions and respond to product and service inquiries in a responsive, accurate and timely manner.•Build internal & external relationships through problem-solving, ownership and follow-through.•Meet/exceed individual performance goals and objectives.•Actively retain clients. Inquire about large transfers, withdrawals and potential client dissatisfaction.Internal Operations•Comply with all Federal, State and local laws as well as BPB&TC policies and procedures•Perform daily settlement and maintain control by preventing cash outages and fraud control•Perform all operational duties as assigned by Assistant Manager.•Other duties as required.

• Record transactions promptly and in compliance with bank procedures• Answer inquiries regarding checking and savings accounts and other bank related products• Perform specialized tasks such as preparing cashier's checks, personal money orders, issuing traveler's checks • Advise on and promote bank products and services to customers• Balance currency, cash and checks in cash drawer at end of each shift

Marketing and Promoting products via web. Worked with inventory and reports for databases.

Bs, Management, Economics, Spanish

Education record