Thomas Brooks Email & Phone Number

Greater Boston Area

• Service Qualified Plans, IRAs, Roth and SEP accounts. • Quality control all plans with regard to government reporting. • Train staff members on new IRA policy and procedures. • Resolve customer requests/issues within department standards. • Perform annual performance reviews for all team members. • Work with management team to support team initiatives. • Coordinates and performs monthly, quarterly, and annual departmental IRS reporting to ensure all goals are… Show more • Service Qualified Plans, IRAs, Roth and SEP accounts. • Quality control all plans with regard to government reporting. • Train staff members on new IRA policy and procedures. • Resolve customer requests/issues within department standards. • Perform annual performance reviews for all team members. • Work with management team to support team initiatives. • Coordinates and performs monthly, quarterly, and annual departmental IRS reporting to ensure all goals are met. • Represents department on cross-functional project teams. • Point person for all account modifications and maintenance activities; including oversight and completion of research requirements. Show less

Greater Boston Area

• One of two team members chosen from our department to front the transformation process from Fiserv Output Solutions to the Partenon Asset Management system. • Selected to travel to Madrid Spain to work with the Santander Bank Development area to create and test the new Asset Management Operating system.

Greater Boston Area

• Supervised branch operations and evaluated branch staff of seven full-time employees.• Marketed bank products and services to individuals and businesses.• Loan officer with lending authority of 50K secured /100K unsecured.• Home equity closing officer.• Four perfect branch audits.