Maryann L. Cugliari Email & Phone Number

Palm Beach Gardens, Florida, United States

Serves internal and external clients including trust beneficiaries, vendors, colleagues in remote locations, and financial advisors at outside institutions.Prepares reports required for annual account reviews.Performs data entry which includes check writing, ACH set-up, and account information editing.Accesses statements, account data, and tax reports from various proprietary data bases.On-going maintenance of customer accounts which involves coordinating changes to account files, statements, and name and address information.Monitors client's daily cash positions for overdrafts and exceptions to cash policy; ensures sufficient funds are available in accounts to meet trust agreement objectives.Executes procedures to open/close/transfer accounts; collect assets from brokers or outside institutions.Proactive and reactive contact with clients for routine requests, crisis resolution and problem solving.

Singer Island, Florida

At Comerica Bank I take on many roles. I am a Retail Personal Banker with focus on Residential & Commercial lending, Retail and Commercial accounts and all other products to suit my clients needs. I am the Volunteer Market Coordinator for the Florida market. I organize events , so that our employees can get involved and giveback to local charities. I also am the Revolve Change Agent, for three local offices to ensure any new system software/equipment launched , that our teams are trained and knowledgeable.

Auburn Hills, Michigan

Maintain quality and service standards in order to generate loan volume and income for the bank. Ensure that all requirements are met for all loans according to Comerica policies and guidelines. Research and resolve complex customer questions. Understand the complete process for consumer lending products including credit, compliance regulations and the Consumer Lending process within the Banking Centers. Review all consumer loans and collateral documentation for compliance with the loan approval, legal guidelines, credit and lending policies and applicable Federal Regulations and auditing requirements. Trains new employees on loan programs, compliance and all lending functions. Coach staff when changes occour and new products are developed. Manage projects within the CLC Operations Department Assist with CLC documentation projects. Responsible for auditing loan processes Research and respond to compliance audit review

Auburn Hills , Mi

Ordered Commercial and Residential Appraisals for the Consumer , Commercial and Mortgage Departments. Scheduled the appraisals for the loan files, and reviewed before sending to our Appraisal Team.

Sterling Heights, Michigan, United States

Delray Beach, Florida

Shelby Township, Michigan, United States