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Manage onboarding and account opening process for new and existing clients. Retrieval of relevant executed documentation from clients and coordination with operational teams to ensure exceptional client experience.
Cibc Usa Bank
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Private Banking OfficerCibc Usa Bank Sep 2018 - PresentChicago, IllinoisManage onboarding and account opening process for new and existing clients. Includes collection account specific information, retrieval of relevant executed documentation from clients and coordination with operational teams to ensure exceptional client experience. Follow up on post closings after the loan booking to insure accuracy. Resolve client issues and concerns. Provide timely follow up to clients and assure to be accountable for clients. Identify and control risk to prevent fraudulent account behavior and potential fraud exposure.
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Sr. Commercial Banking AssocMb Financial Bank Sep 2007 - Mar 2018Rosemont, IlSupport and assist the lenders with loan closings, process due deligence searches such as Tract, Title, Tax Lien & Judgments, UCC's, and Flood searches. Process wire transfers, internal transfers, open and close accounts. Review loan documents for accuracy and to make sure they are in compliance with the loan approval. I work with assisting with some Treasury Management products and services. I assist customers with questions, research, and any problems or issues they may have. I'm very customer and work driven. I'm a very good team player and I also work well independently. I'm proud of the work I do and, I love what I do. I'm always looking for more growth potential and moving forward with the times. I'm truly a people person!! -
Sr Commercial BankingCharter One Bank Aug 2006 - Aug 2007Supported the lenders with loan closing, customer request, processed wire transfers, internal transfers, open and closed accounts, filing, faxing, process reports, worked with attorneys, title companies, processed due deligence searches, knowledgeable of loan documentation to assist with loan closings, etc -
Client Service OfficerSilicon Valley Bank Jul 2005 - Aug 2006Initiated the opening and closing of accounts, monitored restricted accounts, provided proff of payments on incoming invoices, processed reports daily, monitored investment accounts.
Rose Marie Thomas Skills
Rose Marie Thomas Education Details
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Harry S Truman College -
Marketing And Advertising -
Harry S Truman College
Frequently Asked Questions about Rose Marie Thomas
What company does Rose Marie Thomas work for?
Rose Marie Thomas works for Cibc Usa Bank
What is Rose Marie Thomas's role at the current company?
Rose Marie Thomas's current role is Private Banking Officer at CIBC USA Bank.
What is Rose Marie Thomas's email address?
Rose Marie Thomas's email address is rt****@****ial.com
What is Rose Marie Thomas's direct phone number?
Rose Marie Thomas's direct phone number is +177351*****
What schools did Rose Marie Thomas attend?
Rose Marie Thomas attended Harry S Truman College, City Colleges Of Chicago-Harry S Truman College, Harry S Truman College.
What are some of Rose Marie Thomas's interests?
Rose Marie Thomas has interest in Children, Electronics, Home Improvement, Sports, Home Decoration.
What skills is Rose Marie Thomas known for?
Rose Marie Thomas has skills like Teamwork, Banking, Administrative Support, Customer Service, Loans, Training Skills, Loan Closing.
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Rose Marie Thomas
Higher Ed Professional - Engage Students In Stimulating And Collaborative Experiences To Improve Educational Outcomes.Rochester, Ny3yahoo.com, yahoo.com, rit.edu -
2mbfinancial.com, cibc.com
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Rose Marie Thomas
United States -
1aol.com
6 +131061XXXXX
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