Patrick Tripodi Jr. Email & Phone Number

Woburn, MA, US

Marlborough, Massachusetts, US

Woburn, MA, US

• Prepare annual loan reviews for existing client relationships while identifying potential credit weaknessesand validating/assigning appropriate risk ratings
• Assist with monitoring the loan portfolio including but not limited to Delinquent Loans, Matured Loans, Line of Credit Renewals, Construction status reports etc.
• Maintain accurate document management records of commercial lending clients in addition to managing the process to request, collect, and store customer documents
• Verify quality, completeness and accuracy of supporting loan documentation and analysis while ensuring that lending policy and procedures are being followed.
• Assess the adhere to internal credit policies and loan administration procedures while obtaining knowledge of new and existing regulations (State and Federal)
• Completed ‘Credit Risk Training’ by Herter Associates, LLC

Woburn, MA, US

• Assists in the preparation and monitoring of Portfolio Management reports that include all aspects of the commercial loan portfolio
• Monitors small business lines of credit, automated clearing house and remote deposit capture for annual review and renewal
• Supports Commercial Lending in preparation and approval of loan extensions
• Assists with overseeing the loans and projects within the construction portfolio including, budget monitoring, advances, general ledger reconciliation and Board of Directors
• Updates weekly production and monitoring reports
• Maintains financial statement tracking and prepare corresponding financial letters

Woburn, MA, US

• Prepared commitment letters and loan documents for new loans and loan modifications
• Reviewed and completed all due diligence associated with the commercial loan closing process
• Performed quality control of the loan process including closing requirements
• Engaging and tracking of third-party reports and tracking of good faith deposits
• Responsible for reconciliation of general ledger accounts
• Monitored insurance tracking and work closing with loan officers and Allied Solutions to ensure insurance requirements are met for commercial real estate

Chicago, US

• Interacted with external customers and internal stakeholders to drive timely and complete resolution for all issues related to billing and invoices
• Streamlined and implemented new processes to reduce disputes and dispute workload
• Focused on resolving challenges related to Portal billing and performing root cause analysis to prevent further obstacles
• Operated a general email box where invoice, tax, and credit card inquiries are held
• Participated in continuous improvement activities by identifying and appropriately escalating process and product quality gaps and providing solutions when possible

Chicago, US

• Performed complex order entry using Oracle software
• Operated in a call center environment while providing excellent customer service and product knowledge
• Developed strong relationships with clients and internal Sales Representatives
• Managed several large accounts to provide firsthand service and availability to allinquiries/orders
• Submitted invoices/resolve invoicing issues in the customer portal
• Collaborated with the finance team in order to resolve billing and tax disputes/inquiries

Business Administration Major With Option In Marketing & Finance

High School