PNC Financial Services Group | Pittsburgh, PA, USA
April 2016 - Present
Processes, analyzes and verifies submitted individual credit and income documents to ensure that
varied and complex residential loan applications are complete.
• Manages customer experience throughout the origination process. Ensures compliance with established policies and procedures. Partners with internal and/or external partners to route
communications, documents, or other action items to More ...
Senior Financial Services Associate
First Commonwealth Bank | White Oak, PA, USA
September 2014 - April 2016
• Initiated and actively participated in customer conversations, both Consumer and Business, in order to identify service and product needs and deepen new and existing relationships
• Processed a variety of routine banking transactions, and completed all aspects of basic to advanced consumer loans from application through closing
• Maintained current and thorough knowledge of all bank products More ...
Huntington Bank | Monroeville, PA, USA
March 2013 - September 2014
Built quality personal and business customer relationships by proactively recommending
appropriate bank products, accounts, loans and various financial products
• Managed a self-developed pipeline of clients and prospects for future selling opportunities with the objective of meeting or exceeding assigned sales goals (on average 15 checking, 15 savings, 5
loans per month; in addition to 2 More ...
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University of Phoenix
Associate, Business Management | Pittsburgh, PA, USA
2007 - 2009
2007 - 2009 University of Phoenix Monroeville, PA
Associate of Arts in Business Management
FinanceSalesProblem solvingComplianceoperationsRetailbillingtradingfinancial servicestime managementBest PracticeslendingbrokeragecreditAdministrative or ClericalBilling and CollectionsBusiness Operations and General BusinessGeneral Skills and ActivitiesManagement Activities or FunctionsEntry LevelASSOCIATEExceptionsGeneralLoansOrganization SkillsMessages and ContactAdminMortgageCLOSINGClerkCUSTOMER SERVICE ORIENTEDClosing and ProcessingCredit and UnderwritingFinancial Planning & AnalysisSALES GOALSPERSONAL BANKERSCOLLECTIONCLERICAL LOANLOAN PROCESSING