Edwin Parra Email & Phone Number

Boonton, Nj, Us

Milwaukee, Wisconsin, Us

-Managed end-to-end conversion projects, ensuring seamless integration of client data into Fiserv systems.-Conducted detailed data mapping, validation, and cleansing to ensure data integrity during conversion processes.- Collaborated with cross-functional teams to design and implement customized conversion solutions based on client requirements.- Provided comprehensive training and support to clients on Fiserv systems post-conversion.- Utilized project management methodologies to deliver conversion projects on time and within budget.- Developed and maintained documentation for conversion processes, ensuring clarity and accuracy for future reference.- Analyzed and resolved complex data issues during the conversion process to minimize disruptions.- Conducted pre and post-conversion audits to ensure data accuracy and system functionality.- Facilitated effective communication between clients and internal teams to address concerns and provide updates on project status.- Leveraged SQL and other database tools to extract, transform, and load data for conversion projects.

Morristown, New Jersey, Us

Review each loan approval for appropriate lending authority based on loan type, exposure limit, etc. to ensure approvals are in compliance with Bank's Lending authority requirements as outlined in the Credit Policy Manual.Review loan packages for compliance with regulatory requirements i.e. Flood, HMDA, CRA, REG B, etc.Review lender supplied loan forms; i.e. TDR Assessment, LTV Calculator, Loan Exceptions, CIP, etc. for accuracy, consistency and compliance with procedures and directives published by Credit Risk Management. Work with lender to resolve any issues found; report any discrepancies to supervising manager as appropriate.For New loans: Read loan documents, approved loan offering and commitment letter (if applicable), and prepare booking sheets for processing clerks to utilize for Miser input. Select appropriate loan account type and Miser codes required to accurately input borrower information, loan terms, billing parameters, collateral information, escrow impound, deferred fees , deferred expenses, prepayment penalties, scheduled rate and payment changes, CALL Report codes, ticklers for exception tracking, etc. based on loan terms, bank policy, procedures and regulatory requirements.For Line renewals and modifications: Prepare coding sheets based on new loan terms approved on loan offering and/ or commitment letter and new/ modified loan documents. Earn out any existing fees, reset prepayment penalties etc., as applicable.Resolve any discrepancies in borrower name, address, tax id, etc. with lender, documentation department, branch system and / or CIF Department as needed.Distribute prepared loan booking sheets to Note Tellers for processing. Audit output review to identify and resolve any keying errors. Update error tracking spreadsheets for Sr. Mgmt as needed.Distribute files and insert documents to scanning, post closing or record retention for processing as appropriate.

Boston, Ma, Us

Boston, Ma, Us

Provide exceptional customer service promptly and efficiently processing customer transactions and promote positive public relations.Develop business relationships with potential customers through sales calls, networking and other outside activities.Research customer questions, resolve account issues and analyze account close-outs to assess the potential for future business.Sell products and services to customers and recommend and refer to appropriate alternative investment options to customers.Contribute to the attainment of bank office sales goals and related objectives by promoting the bank's products and services and by generating leads and referrals.

Supported manager in performing management functions such as staffing, training and expanding business plans.Resolve customer issues and complaints regarding orders, handled all queries and client feedback in a professional matter.Documented and prepared reports on management and information systems.Handle all incoming and outgoing email's from customer's while providing professional customer service.

Toronto, Ontario, Ca

Responsible for managing and balancing cash drawer. •Prepares daily paperwork according to branch procedures. •Provide superior customer service in a professional manner to customers, co-workers and business partners. •Ability to work within established policies, procedures and guidelines of financial institution. •Identify customer needs then offering and cross-selling financial products and services. •Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. •Build customer loyalty; establish customer relationships through eye-contact, courtesy and friendliness, including addressing each and every customer by name. •Contribute to a positive team environment in the branch through teamwork, team spirit and coaching.

Mclean, Va, Us

Maintains a cash drawer; balances and audits the cash drawer according to policy and schedule.•Supervises other bank tellers and their cash drawers.•Searches for the cause of an overage or shortage when a teller’s drawer does not balance correctly.•Motivates the other bank tellers to remain friendly and professional at all times.•Trains new tellers in bank practice and procedure.•Handles upset or irate customers.•Provides access to the vault and safety deposit boxes.•Replenishes and troubleshoots ATM machines.•Carries money to the vault and audits the vault regularly with the help of a second employee.•Relays information to bank officials; may create reports at the end of each shift for reference