Nicholas Valenzo Email & Phone Number

Elk Grove Village, IL, US

New York, NY, US

New York, NY, US

New York, NY, US

Rosemont, IL, US

• Responsible for collecting and verifying all documentation required for loan submission is complete and incompliance
• Assigned to the PPP taskforce to assist with recent round of applications (3,000+)
• Analyze financials, credit history, and personal information in order to provide borrower feedback duringunderwriting and to ensure effective credit approval presentations
• Manage pipeline reports to ensure loans are recorded and being completed on time
• Continue to learn and stay up to date with changing policies and markets

Rosemont, IL, US

• In charge of reconciling Wintrust retail banks in the Midwest region
• Developed processes, systems, and procedures to improve process efficiency and establish best banking procedures
• Provide feedback to management on areas of improvement
• Monitor and manage client accounts from each bank charter

• Maintain cash flow by monitoring company balances and cash requirements
• Tracked and recorded expenses and reconciled accounts to maintain accurate, current, and compliant financial records
• Extensive use of QuickBooks for day-to-day operations

Bloomington, IL, US

• Executed customer transactions, including deposits, withdrawals, money orders, and checks
• Enforced bank compliance and regulatory laws that correlate with bank accounts
• Responsible for creating new account reports and submitting them to upper management
• Ordered new ATM cards and assisted with cross-training new employees to resolve issues and create maximum efficiency within the branch