Tara Finn Email & Phone Number

West Boylston, Ma, Us

West Boylston, Ma, Us

Acts as a critical link between Lenders, the Bank’s customers, and the Loan Servicing Dept. Directly provides administrative/compliance support for a minimum of 2 rotating Lenders in addition to Attorneys and customers as needed, including but not limited to: DDA money movement, Bank General Ledger money movement, loan disbursements, LOC advances and construction requisitions. Assists in the management of customer relationships interacting independently using sound judgement and directs to Lender if not within authority. Meets with senior Business Lending Admin or BSA department as needed. Facilitates loans for CRE, C&I, SBA and Construction. Continually realigns daily tasks as needed to accommodate competing priorities. Reviews LAMs for accuracy and returns to Lender for with questions/edits if needed. Facilitates and communicates the required pre- or post-closing compliance/regulatory needs on a per loan basis and advises the Lender and/or the Attorney as applicable on items such as Flood Zone, Insurance Binder clause, CBO, and CIP needs. Initiates and prepares new loan documents in accordance with the LAM using Laser Pro and/or reviews Attorney prepared loan documents for accuracy. Alerts applicable parties for errors/corrections/bank required verbiage. Reviews all post-closing documents for accuracy and completeness. Compiles a complete and final binder for booking with Loan Servicing. Reviews and reports all needed regulations for HMDA, CRA, CDL or required Geo-coding. Processes disbursements as outlined in the Settlement Sheet including; 3RD party payments, check creation and wires. Ensures all closing cost fees are paid to the Bank and/or applicable parties. Creates a loan input form and an internal doc audit checklist to provide to Loan Servicing. Provides the end product to Loan Servicing in accordance with SLAs. Interacts with Customers/Attorneys concerning payoffs, discharges, or partial releases. Coordinates all collateral release documentation.

Assists the SVP of Credit and serves as the primary liaison between Creditand Sales Teams. Ensures loan packages are submitted in their entiretyand documented accurately as they pertain to the Credit. Globallyidentifies the trickle-down effects to other departments andcommunicates with leadership a needed. Accountable for ensuring allrelevant Credit & Credit Risk Monitoring documents are uploaded in atimely fashion to FCM for loan review compliance and internal/externalaudits. Communicates with the Sales Team and Sales Manager to ensureadditional documentation is obtained in a timely fashion. Works with andmonitors CSS-I & II to ensure adherence with financial and informationcompliance. Responsible for reviewing loan submissions and CSS-I & II forcompleteness and ensures that Regulatory Compliance and FirestoneFinancial policy standards are met and/or obtained. Accurately onboardsclients by completing due diligence, regulatory compliance, and reviewsvarious reports to proactively identify discrepancies or potential issues.Manages various Credit & non-Credit pipelines/projects within Salesforceto ensure that tasks meet company turnaround. Provides additionalsupport to Credit Analysts & Credit Risk Analysts on unforeseendocumentation and compliance needs, as well as Annual ReviewScanning and assistance on issues. Trains new hires as applicable to Creditdepartment. Actively works on initiatives and special projects related toprocess improvements across the entire company. Assists or creates SOPdocuments for implementation of process improvements. Ensurescompliance with all banking laws, rules regulations and prescribedpolices/practices/procedures necessary to reduce risk and uphold ethicalstandards related to and required by one’s duties.

Accurately onboards clients by completing due diligence, regulatorycompliance, and reviews various reports to proactively identifydiscrepancies or potential issues. Upholds data input quality in allCompany systems to affect timely underwriting, contract structuring anddocumentation, booking, and to minimize any negative impact on theborrower. Acts as the “go-to” and point of reference for other departmentSpecialists on current processes/policy and 1st time occurrence issues.Continuously monitors personal and Credit personnel work to ensurequality and looks for ways to improve and promote quality. Assists with themaintenance of Credit pipelines to ensure that tasks meet companyturnaround. Provides additional support to Credit analysts on items such asunforeseen documentation and assistance on issues. Participates oninitiatives and special projects related to process improvements across theCredit department. Maintains electronic Credit files.

Ensures loan packages are submitted in their entirety and documented accurately as they pertain to the Credit Support. Ensure that adherence with financial and information compliance is accurate. Responsible for reviewing loan submissions/applications for completeness and ensures that Regulatory Compliance and Firestone Financial policy standards are met and/or obtained. Accountable for ensuring all relevant Credit documents after funding are uploaded in a timely fashion and in compliance for loan review and audits. Accurately onboards clients by completing due diligence, regulatory compliance, and reviews various reports to proactively identify discrepancies or potential issues. Provides additional support to Credit analysts on items such as unforeseen documentation and assistance on issues. Upholds data input quality in all Company systems to affect timely underwriting, contract structuring and documentation, booking, and to minimize any negative impact on the borrower. Maintains electronic Credit files. Participates in department PI projects.

Reviews loan packages to ensure they have been submitted in their entirety and documented accurately to adhere with financial and information compliance, as well as to prepare the loan request for underwriting. Assist in reviewing loan submissions/applications for completeness and ensures that Regulatory Compliance standards are met. Accurately onboards clients utilizing the Salesforce Lightening program. Pulls and reviews Regulatory Compliance and documentation for discrepancies or potential issues. Monitors Credit pipelines to ensure that logins meet the required turnaround time and assigns deals to analysts. Accountable for ensuring that all relevant Credit documents after funding are uploaded in a timely fashion for loan review and audits. Upholds data input quality in all Company systems to affect timely underwriting, contract structuring and documentation, booking, and to minimize any negative impact on the borrower.

Boston, Ma, Us

Act as a primary customer contact via inbound calls and in person activities. Responsible for total customer satisfaction by meeting all financial needs of both consumer and business customers: product, servicing, and transactional tasks. Identify the financial needs of the customer at the transaction window, platform desk, lobby and during out of the branch sales activities. Accountable to meet all assigned customer service and sales activity goals by executing a model branch day plan that includes outbound phone contact to customers and prospects, in branch and out of branch sales activities, as well as other sales activities as directed. Acquire and maintain customer relationships over the entire lifecycle of the customer by identifying and understanding the financial needs of a customer or prospect. Recommend appropriate products or solutions to meet customer needs including official referrals to specific departments such as Mortgage or Investments, all well maintaining excellent customer service. Ensure error free, accurate completion of all customer requests including account openings, loan applications, servicing requests, loan closings, and routine bank transactions. Develop and deepen customer relationships by demonstrating ownership and resolving customer problems efficiently, as well as turning servicing requests and routine transactions into sales opportunities. Gain in depth knowledge of the different banking channels to promote opportunities to introduce the multichannel customer to these capabilities. Execute all sales, servicing, and banking transactions accurately; following all compliance and security procedures and maintain/balance cash drawer within balancing guidelines.

Bethesda, Md, Us

Supervise daily activities in building including floor, front end and receiving activities. Open and close building as regularly scheduled. Responsible for all operational tasks associated with the opening and closing of the building. Drive sales by ensuring exceptional customer service on the floor from team members while upholding all operational practices. Responsible for coaching and developing all service team members through “real” time and scheduled conversations. Accountable for executing inventory replenishment and receiving as well as merchandising, pricing and signing programs. Responsible for the training new team members on policies, procedures and product portfolio. Strive to increase percentage of wine sales over corporate daily goal by working closely with store management

Midvale, Utah, Us

Drive sales by overseeing the customer experience throughout the front end. Provide your team with job specific orientation and training, counseling and coaching, and real time support. Ensure great service by interacting with customers and overseeing associate interactions with customers. Strive to achieve and surpass impulse sales and mobile program goals, maintain service levels, by ensuring adequate coverage & managing lines to the company standards. Participate in recruiting and developing front end associates. Actively manage as leader, responding to customer and associate concerns, as well as opening and closing the building and ensuring all property and personnel are secure

Midvale, Utah, Us

Supervised daily activities in the gift registry department of the district flagship location, as well as the training and mentoring of gift registry consultants. Drove and exceeded sales goals by developing and executing strategies and lead Gift Registry Consultants. Delivered on the metrics by increasing registry service scores, enrollment numbers, quality registrations, and driving registry sales. Identified key registry items, assortments and sales-driving opportunities; work with District Merchant and Planning teams to support registry assortment and availability. Partnered with district/regional customer service manager and store team to plan and execute internal and external Registry events. Provided direction to drive execution of Home Store promotional events. Ensured exemplary service and selling capability was delivered by consultants and personally demonstrated priority of customer approach and selling to influence positive performance among others. Managed performance of Gift Registry Consultants; celebrated successes and addressed areas of opportunity. Developed an understanding of the local registry customer (both gift giver and Registering couple), and promote customer-specific products. Participated in recruiting, on-boarding & training associates and future consultants. Modeled outstanding customer service. Lead and facilitated "on-the-floor" trainings and morning meetings on product knowledge, registry completion best practices and new technology. Ensured consultants understood and utilized communication & training tools.

Midvale, Utah, Us

Directly reported to District Customer Service Trainer on a weekly basis and accountable for the entire store’s Customer Service standards. Required to complete and deliver all customer service reports to on a weekly and monthly basis including training class summaries, training schedules, checklists, employee and senior staff progress reports and training department scorecards. Trained employees on all company policies and procedures, “Sales through Service” techniques, Basic and Advanced Selling Skills and product knowledge as required per their individual “Associate Development Program” in a class style forum. Created all training goals and fulfilled all administrative procedures for the store’s Customer Service Training Program and Wedding & Gift Registry Program. Partner with Store and District Managers to identify service trends/opportunities and monitor employee performance while developing actionable plans to enhance and/or improve these areas; this includes actively coaching associates with immediate feedback from personal observations to result in higher customer service standards. Directly oversaw the entire Wedding and Gift Registry Program and department while ensuring its overall success. Responsible for reviewing all store-level bridal reports and scorecards on a weekly basis and troubleshooting key areas of performance. Developed a core Registry Consultant team to meet the needs of the store by training key staff members on the gift registry process and customer service standards. Participated in Wedding Shows and events as requested by the District Customer Service Trainer.

Columbus, Ohio, Us

Compiled an effective and accurate staffing schedule for all associates on a weekly basis using ACES scheduling program. As well as appropriately scheduling all store events according to corporate’s requests via weekly payroll memo. Responsible for updating and maintaining Sales and Workload Worksheet to account for all events and payroll hours used weekly as well as editing and maintain all payroll and time/attendance submissions. Responsible for overviewing all applications, checking applicant references and offering potential employees positions within the company. Maintained office cleanliness and daily organization, including but not limited to filing, file maintenance, updating, and purging, planning/communications files, bills of lading, HR files, payroll, bank deposit records and associate records. Maintained all current associates’ availability and skill sets in the computer system as well as enter all newly hired associates into ACES system accurately.

Education record

Associate Degree, Liberal Arts