Nancy Esposito Email & Phone Number

Melville, New York

• Provided administrative and business support to the Chief Financial Officer (CFO), Chief Lending Officer (CLO) and their teams, as well as overflow support to other C-suite executives, Senior Staff and Board and.
• Handled high level sensitive and confidential information.
• Assisted CFO with Nation Credit Union Administration (NCUA) audits and monthly internal audits to ensure all items were received from department heads and deadlines were met, uploaded requested documents to appropriate.
• Oversaw Members’ NCUA formal complaints to assure response deadlines were met.
• Managed C-suite and senior leadership’s complex calendars and travel arrangements, including conferences, event coordination and itineraries.
• Documented and transcribed meeting minutes for committee meetings; including, Asset-Liability, Investment & Portfolio, Safety and Security, IT Steering Project Management, and Pricing Strategy Management. Followed up.

Melville, New York

• Helped agents achieve success and meet sales goals by developing and implementing compelling marketing business plans.
• Drafted and submitted marketing material to compliance department for approval.
• Delivered full range of administrative and project support efforts to the Management Team and Advisors. Provided backup support for the Operations Manager and Sales Support Specialist.
• Managed complex and frequently changing calendars for the Regional Managing Director, Managing Director and Compliance Officer.
• Handled and safeguarded classified, confidential and time sensitive information and data.
• Reconciled monthly expense reports.