Tara Finn Email & Phone Number

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.

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 &.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Education record

Associate Degree, Liberal Arts