Supporting 75 credit analysts and 75 sales professionals, serving as a liaison between sales force and credit department, establishing interviews for prospective doctors, veterinarians, medical professionals, CPA's, insurance agencies, who wish to fund or grow their business through Bank of America's commercial lending products. Distribute and assign myriad deal types, track each analysts work through proprietary software, capturing the deal type, interview time, # of households, practices, Schedule E's, loan amount, spread, interview and write-up times. Detailed analysis and special focus on intricacies of Regulation B, hyper-dynamic position requiring attention to numerous details, prioritization, multi-tasking while simultaneously interfacing with multiple systems.

Answered, screened and transferred inbound phone callsHandled requests for information and data from attorneys and clientsMaintained electronic and hard copy filing systemsAdministered and oversaw accounts payable database

Interpreted and resolved problems related to policy and procedure, exceptions, and National Account Maintenance.Provided accurate and efficient telephone support solutions to retail branch bankers and bank office personnel.Kept abreast of changes in rapidly changing and complex retail banking environment.Demonstrated ability to remain empathetic and serve as customer advocate while following bank policies.

Preserved $1.4 million through personal asset retention efforts.Provided timely and efficient solutions for Investment Professionals and resolved Not-In-Good-Order issues pertaining to Annuity New Business. Bolstered relationships with sales force, asset retention, electronic firms, licensing, commissions, compliance, broker/dealer back offices, and internal administrative areas to ensure accuracy and completeness of the end product.Provided accurate and astute reporting of Annuity New Business information used to track Not-In-Good Order trends for Investment Professionals, charting common and recurring errors, which resulted in vastly improved efficiency, and reduction in time spent with the preparation and submission of business. Coordinated and interpreted contract provisions for current and past products and assumed business for policyholders, agents and other Enterprise operating units. Financial Settlement Services - Structured Settlement Specialist

Managed and proactively reconciled cash and systems workflow to ensure accurate end result and to allow business transactions to be executed the following business day.Approved and processed business in accordance with government regulations and contract provisions.Established new cases, identified and resolved compensation and licensing issues, coordinated special pricing, reviewed underwriting correspondences, managed annuity purchases, solved billing/fee problems, oversaw product line conversions.