William Nelson Email and Phone Number
William Nelson work email
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William Nelson personal email
William Nelson is a Working professional with experience in the banking and real estate industry at Sanzi Associates Inc.. He possess expertise in microsoft office, tutoring, time management, powerpoint, research and 3 more skills. He is proficient in English.
Sanzi Associates Inc.
View- Website:
- sanziassociates.com
- Employees:
- 4
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Accounts Receivable CoordinatorSanzi Associates Inc. Mar 2023 - PresentKingston, New York, United States● Inputs tenant payments and tracks account balances while providing weekly reports to the CFO.● Coordinates all phases of the eviction process with staff and attorneys according to the NYS court system.● Processes agency paperwork for governmental assistance programs.● Prepares monthly financial statements and manages the ledger of the company’s operating account.
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Staff AccountantDiamond Mills Hotel & Tavern Dec 2022 - PresentSaugerties, New York, United States● Prepares and records accounts payable, accounts receivable, and cash receipts.● Manages payroll for employees, along with onboarding, benefit administration, and tax related items.● Performs monthly bank reconciliation and financial statements. -
Consumer Loan Servicing Specialist I / Consumer Loan Processor IHudson Valley Credit Union Nov 2021 - Dec 2022Poughkeepsie, New York, United States• Inputs dealership contracts into the internal systems.• Processes consumer loan payoffs for leased and financed vehicles according to established procedures.• Communicates with members to resolve an average of 10 daily service events.• Responsible for various administrative duties and reports and completes tasks as needed. -
Personal Financial Advocate Iii / Member Service Advisor IiiKinecta Federal Credit Union Apr 2021 - Oct 2021Rochester, New York, United States• Responsible for assisting incoming callers and keeping wait times to a minimum while achieving a monthly goal of 5 loan applications, 2 investment referrals, and 2 mortgage referrals. • Identifies the needs of members, clarifies information, and provides lasting solutions to any member issues.• Led the Rochester region through the merger with Xceed Financial Credit Union on April 1, 2021 as one of the first employees trained, acting as a product and systems liaison. • Processed loan applications and dissected credit reports to discover additional opportunities. -
Personal BankerXceed Financial Credit Union Jan 2020 - Mar 2021Rochester, New York, United States• Used a needs-based selling approach to recommend suitable loan and deposit products that helped to build relationships and member confidence.• Worked with members to complete the consumer loan process including initial application, gathering required documentation, and loan closing.• Strengthened the company’s presence in the Rochester area by participating in community events to develop relationships with businesses and attract new members. -
Member Service SpecialistThe Summit Federal Credit Union May 2017 - Dec 2019Rochester, New York -
Bank TellerThe Summit Federal Credit Union Nov 2016 - May 2017Rochester, New York Area• Accurately processes transactions such as loan payments and withdrawals. • Establish relationships with members and refers them to appropriate financial products and services. • Monitoring the levels of cash in the teller drawer and following all check cashing and cash handling procedures.
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Team TrainerTaco Bell Mar 2016 - Mar 2018Rochester, New York Area• Trained new team members on the correct procedures in the store.• Supervised as “Food safety sheriff” to confirm that food meets the correct temperature and team members follow proper food handling procedures. • 3-time recipient of “Employee of the Week.” -
Phonathon Student RepresentativeThe College At Brockport State University Of New York Sep 2013 - Dec 2015Brockport, Ny- Served as an ambassador by establishing an open and engaging line of communication between the College and its supporters - Worked with other callers in a team oriented environment to further the development of the student calling program and reach goals - Raised over $3,000 for Brockport’s annual fund -
Accounting/ Math TutorThe College At Brockport State University Of New York Sep 2013 - Dec 2015Brockport, Ny- Helped students enhance their mastery of concepts and academic skills in specific subject areas - Planned and scheduled appropriate times to work with students - Maintained accurate records of tutoring sessions for payroll and program requirements
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Night Desk AttendantThe College At Brockport State University Of New York Sep 2013 - May 2014Brockport, Ny- Acted as an information source to residents and visitors - Performed various administrative tasks assigned by the resident assistant
William Nelson Skills
William Nelson Education Details
Frequently Asked Questions about William Nelson
What company does William Nelson work for?
William Nelson works for Sanzi Associates Inc.
What is William Nelson's role at the current company?
William Nelson's current role is Working professional with experience in the banking and real estate industry.
What is William Nelson's email address?
William Nelson's email address is wn****@****ort.edu
What schools did William Nelson attend?
William Nelson attended The College At Brockport State University Of New York.
What are some of William Nelson's interests?
William Nelson has interest in Animal Welfare, Social Services, Education.
What skills is William Nelson known for?
William Nelson has skills like Microsoft Office, Tutoring, Time Management, Powerpoint, Research, Data Analysis, Microsoft Word, Public Speaking.
Who are William Nelson's colleagues?
William Nelson's colleagues are Susan Evans, Lori Redding, Valerie Heisler, Olive C. Fadda.
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