Mitch Macdonald Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

• Led advanced reporting and analytics initiatives for Business Banking and Treasury Services, driving data-informed decision-making and strategic planning for departments with over $150 million annual revenue.• Designed and Executed comprehensive sales compensation plans, enhancing alignment with corporate goals and boosting performance of over 100 participants.• Developed and refined periodic reports on sales, compliance, and performance metrics, resulting in improved visibility and actionable insights for business units.• Pioneered process improvements, including the automation of SBA 1502 reporting, which streamlined operations and increased reporting accuracy and efficiency.• Ensured accurate commission calculations for payroll and delivered timely ad hoc reports to meet various business needs.• Authored and maintained standard operating procedures for commission calculations and reporting processes.• Partnered with cross-functional teams to enhance data management practices and improve reporting efficiency.

Boston, Massachusetts, United States

• Performed detailed analysis and review of applications resulting in approval of over 1,000 loans. • Coordinated communications between customers and sales representatives, optimizing the loan process for customers. • Delivered exceptional service through daily outreach calls, guiding customers through every step of the forgiveness application process.• Trained new team members on job complexities and best practices to ensure effective handling of customer inquiries.• Reviewed and verified customer documentation to facilitate Payroll Protection Program loan forgiveness requests.• Managed high-volume customer support email, addressing all inquiries related to PPP forgiveness procedures with accuracy and efficiency.

Orono, Maine

• Collaborated with professors to design lesson plans, grade assignments, and deliver constructive feedback to over 200 students, ensuring clarity and timely communication.• Led group discussions and review sessions, enhancing students' comprehension of complex finance and psychology topics.• Managed classroom logistics, including distributing materials and maintaining accurate attendance records, to support the instructional team.• Offered personalized tutoring to students requiring extra assistance, resulting in improved academic performance.• Created and delivered supplementary instructional materials to strengthen learning outcomes and increase student engagement.

• Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits.• Provided exemplary customer-service in an a high-pace setting by answering all customer inquiries related to the bank• Complied with bank operations and security procedures by participating in the daily proofing and management of cash drawer• Maintained the integrity of all account information by complying with internal controls and established procedures