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@wellsfargo.com
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1 phone found area 203
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LinkedIn matched
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Loretta Dalgleish is listed as Senior Equipment Finance Account Manager at Wells Fargo, a company with 246787 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 203, and a matched LinkedIn profile for Loretta Dalgleish.
Loretta Dalgleish previously worked as Senior Transaction Coordinator at Wells Fargo and Senior Transaction Coordinator at Ge Capital. Loretta Dalgleish holds Bachelor Of Arts - Ba, Organizational Management, Magna Cum Laude from University Of Arizona Global Campus (Formerly Know As Ashford University).
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AeroLeads found 1 current-domain work email signal for Loretta Dalgleish. Compare company email patterns before reaching out.
I am a Energetic team leader who enjoys working in a team environment and collaborating with co-workers to resolve problems, and to motivate team members to achieve personal and organizational objectives. More than 20 years of operations experience, and equipment leasing experience with proven record of productivity, quality and integrity. Diverse background of equipment leasing knowledge for marine and technology finance equipment.
Listed skills include Customer Service, Corporate Finance, Process Improvement, Portfolio Management, and 19 others.
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A career timeline built from the work history available for this profile.
United States
Participate in establishing working relationships with clients which already have existing accounts and achieving business objectives related to these clients for the Technology Finance Industry. Exercise independent judgement in maintaining and enhancing working relationships with existing clients. Collaborate with existing internal and external customers.
Danbury. CT
Lead Senior Transaction Coordinator & subject matter expert for the Marine industry & Technology Finance. Manage the transaction process from start to finish. Responsible for documentation, fundings, and all closing related items, not limited to ordering abstracts for marine vessels, filing UCC’s, satisfactions and Ship Mortgages. Work closely.
Danbury, CT
Lead Transaction Coordinator for the Marine industry. Manage transaction process for the marine platform, including lead and manage daily pipeline calls with risk, sales & legal to review daily tasks within deadline to meet customer expectations. Supervise Transaction Coordinator's for platform by managing their workload and reporting out to Senior Leaders.
Danbury, CT
Managed strategic customer accounts for the west region territory that included account analysis, client reporting, cash application, loan terminations & escalated customer requests.Excelled in customer satisfaction for internal and external customers through expert resolution of conflicts, issues & concerns. Assisted with training of new employees on.
Ridgefield, CT
Responsible for processing incoming ACH and wire payments, along with all returned payments for customer's accounts. Managed and created A/R spreadsheets for reporting purposes & for customer account reconciliations. Responsible for researching and reducing outstanding A/R items.Process and issued credits after research had been completed regarding over.
Other employees you can reach at wellsfargo.com. View company contacts for 246787 employees →
Ed Santos
Colleague at Wells Fargo
Landis, North Carolina, United States, United States
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TD
Tyese Dameron
Colleague at Wells Fargo
Winterville, North Carolina, United States, United States
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Victoria Lynn Brown
Colleague at Wells Fargo
Greater Birmingham, Alabama Area, United States
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AB
Andrew Banales
Colleague at Wells Fargo
Raleigh, North Carolina, United States, United States
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CK
Carrie Knapp
Colleague at Wells Fargo
San Francisco, California, United States, United States
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JC
Jarred Campton
Colleague at Wells Fargo
United States, United States
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RY
Romar Yago
Colleague at Wells Fargo
Pasig, National Capital Region, Philippines, Philippines
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PP
Pankti Patel
Colleague at Wells Fargo
Waxhaw, North Carolina, United States, United States
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SM
Shilpa Mamidi
Colleague at Wells Fargo
Placentia, California, United States, United States
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DS
David S. Bloom
Colleague at Wells Fargo
Matthews, North Carolina, United States, United States
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Graduated Magna Cum Laude
Quick answers generated from the profile data available on this page.
Loretta Dalgleish works for Wells Fargo.
Loretta Dalgleish is listed as Senior Equipment Finance Account Manager at Wells Fargo.
AeroLeads has found 1 work email signal at @wellsfargo.com for Loretta Dalgleish at Wells Fargo.
AeroLeads has found 1 phone signal(s) with area code 203 for Loretta Dalgleish at Wells Fargo.
Loretta Dalgleish is based in New York City Metropolitan Area, United States, United States while working with Wells Fargo.
Loretta Dalgleish has worked for Wells Fargo, Ge Capital, and Golden Eagle Leasing.
Loretta Dalgleish's colleagues at Wells Fargo include Ed Santos, Tyese Dameron, Victoria Lynn Brown, Andrew Banales, and Carrie Knapp.
You can use AeroLeads to view verified contact signals for Loretta Dalgleish at Wells Fargo, including work email, phone, and LinkedIn data when available.
Loretta Dalgleish holds Bachelor Of Arts - Ba, Organizational Management, Magna Cum Laude from University Of Arizona Global Campus (Formerly Know As Ashford University).
Loretta Dalgleish is listed with skills including Customer Service, Corporate Finance, Process Improvement, Portfolio Management, Microsoft Office, Financial Services, Microsoft Word, and Microsoft Excel.
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