Michaela Connell Email & Phone Number

Plymouth, MA, US

Boston, Massachusetts, United States

• Responsible for setup and maintenance of all cash items including: wires, checks, ACH payments and internal transfers; oversee bill payment process including check printing and mailing
• Assist with client reporting needs along with other team members on cash processing items as needed
• Create and maintain individual client payment schedules and reconcile payment process daily

Boston, Massachusetts

• Supports team leader of CRE with day to day tasks and projects
• Track and manage monthly reports for team
• Assists environmental officer with tracking reports and following up on issues
• Assists with testing, training and monitoring of Salesforce, Scope and Nautilus and working on projects to have better implantation of procedures, entering of information into the systems and became a resource of help.
• Organize and schedule internal team meetings as well as external client meetings. Including calendar management, preparing materials or documents, booking meeting room and setting up computers, web-ex or call, ordering.
• Reconcile and submit expense reports

Boston Private Bank

• Supports Team/Group Leader of Specialty Lending along with 2 Loan Officers-completing day to day tasks, projects and reporting accordingly to comply with deadlines
• Assisting with the tracking and collecting of client information and monitoring delinquencies for loan covenant purposes
• Assisting with the accuracy and completion of loan set ups and renewals on the loan system and making sure proper documentation is in order
• Set up and maintenance of credit and legal files by preparing documentation for scanning, entering into the system and proper storage
• Setting up Bi-weekly meetings for our team and maintaining and distributing individual loan officers pipelines and cross sell information
• Familiarity of legal documentation and loan agreements

Boston Ma

• Loan Servicing SpecialistJune 2014-Present
• Provides quality customer service to internal and external clients by phone or email requests
• Responsible for daily, monthly and quarterly reconciliation and backup documentation of Residential GL’s and the loan servicing checking account
• Processing all check payments by mail, processing RMS payments, late fee waivers, and advances accordingly and timely on a daily basis. Processing CCRC payments and Citi Investor Remittance reports on a monthly basis..
• Maintaining daily investor remittances and sending out corresponding wires to commercial investors
• Maintaining all soft second loans-analyzing reports to change or end monthly payments and sending out corresponding letters, applying payments or returning the funds of delinquent soft second loans to the corresponding.

Greater Boston Area

• Wire Transfer SpecialistJuly 2012-2014
• Process daily wire transfer transactions according to set policies and procedures
• Ensure that the accounts receiving funds are in agreement with the actual wire instructions
• Preform callbacks to validate the authenticity of an outgoing transaction
• Identifies and escalates none routine issues and exceptions, like potential fraud situations.
• Multi-tasking on a daily basis and following up on unresolved issues with clients and account officers

Greater Boston Area

• Customer Service Rep/ Teller2010-2013
• Assisting customers with account related questions/requests such as AFT’s stop payments inquiries about bank deposits, payments, loans, funds availability and check verification and balancing checkbooks.
• Research and resolve customer questions regarding electronic fund transfers and “Reg E” disputes with all necessary documents and affidavits.
• Open and close accounts, cross sell bank products and services based on customer needs.
• Ordering and notifying customers about check/debit card orders.
• Balancing the branch on a daily basis and monthly audits on branch and all branch employee’s