Ryan Lepore Email & Phone Number

Quincy, Massachusetts, United States

• Configure each company on Transact, including testing and support as code it promoted between environments• Support testing and review in Production for each release into Production over the weekend• Create job aids and SOP’s for each company as we migrate from our legacy systems to Transact• Analyze and review business requirements documents and understand how they pertain to configuration activities

Quincy, Massachusetts, United States

• Linking New Funds with requested corporate actions and notifying the requestor upon completion. • Resolving funds that have an error in their linkage to their corporate action through working with the correct onboarding team. • Closing Funds by delinking their corporate actions and notifying the requestor upon completion. • Updating our Standard Operating Procedures (SOP’s). • Setting up specific distributions for funds at the clients request through the Investment/Wealth Manager.

Roslindale, Massachusetts

• Assisted Loan Servicing and Retail with mail in deposits, loan, HELOC, and Safe Deposit Box payments. • Verified that all customer service work pertaining to account maintenance is in accordance with Bank and Government policies. • Verified that the correct paperwork was done for any customer service work that was done to any account. • Identified any fraud as pertained to customer’s debit cards. • Assisted Accounting with moving some of the bank’s assets around when needed. • Processed incoming wire transfers on our customer’s behalf.

Boston, Massachusetts, United States

Open, amend, close deposit accounts per customer request.Open, amend, close safe deposit boxes per customer request.Process deposits, payments and withdrawals for loan, deposit accounts, and safe deposit boxes.Refer Commercial and residential loans to the commercial and residential loan officer.Process outgoing domestic and international wires.Audit and balance the branches transactions for the day.