Steven Parodi Email & Phone Number

San Francisco, California, United States

San Francisco, California, United States

San Francisco, California, United States

Ensures bank operations run smoothly and efficiently. Works with and trains customer facing employees within team are performing work while adhering to regulations and privacy protocols. Trains less experienced staff with new account opening, bank regulation updates, bank operational procedures, BSA/AML reviews, and ensure all staff are adhering to all internal policies.

San Jose, California

Analyst with a focus on reviewing, verifying, and updating advance requests from commercial borrowers. Additional work as needed to assist Relationship Managers as well as customers with any requests that come up or any issues that may arise.:-Evaluate reports on a daily to weekly basis to ensure all clients are in compliance with their lending requirements and all payments are being processed correctly. -Assist with Relationship Manager to update all new debtors and perform company research to ensure bank clients aren’t submitting fraudulent or incorrect invoices when requesting advances.-Review client financial reports on a monthly basis and performing the appropriate verifications in order to track trends and improve the speed of advance requests in the future.

San Francisco Bay Area

Handles daily banking matters from client issues to ensuring branch personnel are adhering to all policy requirements and banking regulations. Role consists of giving training sessions, security drills, reviewing work, completing daily reports, submitting certifications, and - Assists business clients and relationship managers with account maintenance, transaction verifications, fee reviews, investigations.- Ensures office staff follows company policy and is adhering to all applicable banking regulations.- Manages a small customer facing team. This includes training and reviewing regulations as well as companywide policy updates.- Reviews work completed by operations team to ensure proper procedures were followed.

San Francisco Bay Area

First point of contact for riders with any questions or complaints. Kept track of real-time location of Chariots to provide the best information to any riders reaching out due to delays. Also handled any potential rider questions and any transaction review requests.- Answered inquiries via live chat, email, telephone, and Twitter from riders, potential customers, members of the public making any form of complaint, and existing drivers with any inquiries.- Investigated any payment issues, issued refunds, and processed special transactions for specific passes or reduced prices.- Passed along complaints or suggestions from clients or any trends we may have notices to the rest of the team in order to improve customer experience.

San Francisco Bay Area

-Prepare and file documents with the court-Maintain office calendar-Client intake-Office filing-Billing

San Francisco Bay Area

-Process customer and business transactions-General office work (filing, faxing, completing reports, etc)-Follows procedures in order to prevent loss and misuse of accounts-In charge of ordering supplies for tellers and bankers-ATM custodian-Foreign currency custodian

Greater New York City Area

- Cashiering and selling items- Handling phone requests and shipping orders- Maintaining items on the floor and restocking- Promoting and signing customers up for the Banana Republic Card

New York, Ny

- Office work: Copying, taking phone calls, answering student’s questions- Making deliveries to other departments throughout the school- Maintaining classrooms by unlocking doors, setting up computers for classes, and cleaning them for meetings

New York, Ny

- Attended community board meetings throughout the city, taking notes and creating PowerPoint presentations for speakers illustrating a wide array of city planning issues- Monthly team meetings involved learning new software and training new hires