Priscilla Erickson Email & Phone Number

Boston, Ma, Us

• Project Tracking- Maintain daily spreadsheets tracking assigned jobs and their statuses throughout the life of the project.• Operational Understanding- Comprehending inspection and permitting services, managing and communicating required documents to move projects forward.• Provide clear communication and direction to inspectors, contractors, and permit techs via phone calls and emails.• Resolve potential issues or conflicts during inspections or construction, ensuring the timely production of necessary information.• Maintain accurate and organized project documentation, including inspection reports, progress photos, and certificates.• Foster positive relationships with clients, addressing inquiries and concerns promptly and professionally

Lowell, Massachusetts, Us

• Provided intermediate support and performs the necessary account research to accurately answer internal and external inquiries and requests related to all cash management products and services.• Worked closely with the Accounting Department to ensure proper settlement and general ledger entries are conducted in relation to sweep account services and the CDARS & ICS programs.• Supported Cash Management Sales with inquiries and issues related to cash management products and services in addition to identifying sales opportunities to strengthen client relationships.• Held responsibility for maintaining customers and related service charges in the Bank’s account analysis system including providing ad hoc reports upon request.• Performed account functions for customers, including Retail and Business Online Banking, Retail and Business Mobile Banking, etc.• Handled document management of agreements, change forms, terminations, and other forms deemed necessary for retention.• Provided advanced training and assistance to internal and external customers on beneficial features and the utilization of online cash management products, services, and online modules.

Nashua, Nh, Us

• Ensure card portfolio is aligned with Company strategic mission and goals by collaborating effectively with multiple departments and vendors.• Prepares monthly/quarterly reports for management; so that trends, strengths, weaknesses and opportunities for the Credit Union can be identified and leveraged.• Primary contact for the Platform researching and answering questions the members may have.• Works with PSCU to understand, develop and implement, risk management tools to identify and prevent credit card fraud.

Manchester, Nh, Us

NMLS # 1107532• Answers live member phone calls and handles incoming requests for account transactions, maintenance, new accounts, loan applications, and all related follow up.• Uses Comparative Loan as well as the opportunity inherent with select member interactions to successfully cross-sell, up-sell and refer the Credit Union products and services as outlined in the Contact Center Consultative Sales & Incentive Program.• Makes outbound calls to members and prospective members related to service follow up, new member on-boarding, and to take advantage of warm sales opportunities as part of periodic marketing initiatives.• Provides notes and recommendations to Centralized Lending team on consumer loan applications within assigned guidelines in a timely, efficient manner.• Provides remote assistance to the Financial Services departments in the branches.• Must meet registration requirements under the SAFE ACT to obtain appropriate federal and state registration and licensing.• Understand and comply with all Bank Secrecy Act regulations.

Manchester, Nh, Us

• Instrumental in developing new Automated Clearing House (ACH) process• Reduced company expenses by redefining dispute thresholds• Manage certificate exceptions and renewals including IRA accounts• Analyze and reconciling detailed ACH files• Verify member credits for disputes and returned items• Process wires, returned items, non-post transactions, and sharedrafts• Validate documents critical for Credit Union function

Manchester, Nh, Us

• Responsible for managing the general ledger reconciliations, wire transfers, and wire callbacks• Ensured compliance with legal processes (subpoena’s, garnishments, and IRA levies)• Processed returned items, non-post transactions, return mail process, and internal account reconciliations• Accountable for analyzing and reconciling detailed Automated Clearing House (ACH) files • Researched and resolved outages, discrepancies, and accounting errors for ACH files

Toronto, Ontario, Ca

• Managed, trained and scheduled five full-time employees • Routinely exceeded sale goals averaging by 96% processing new accounts, credit cards, mortgages and loans• Maintained accountability of tellers drawers, authorize and order incoming money shipments, service ATMs• Supported customers individual needs and assure customer satisfaction excellence• Completed training in Security, Branch Operations, Sales and Service Performance, Introduction to Consumer Lending, Safety Awareness and Check Fraud, Genuine Leadership, Building Team Agility, Personal Performance and Development, Customer Service Compliance Issues, Access Control, and Diversity of Micro inequities.

Toronto, Ontario, Ca

• Served as a valuable resource for customers and staff and actively promoted bank products and services• Generated new checking and savings accounts, credit cards, home equity loans, mortgages, automobile and personal loans• Developed referrals for life insurance

Toronto, Ontario, Ca

• Balanced the branch/vault/ATM settlement, cash/coin transfer, and audit branch operations • Ensured compliance to bank policies and procedures

Associate In Science, Early Childhood Education

Education record

Bachelor Of Arts (Ba), Human Development

Human Development