Completed ad hoc reporting on a daily basis in order to make sure that employee's meet state and company guidelines in order to complete business. Also worked to ensure that employee's meet standards with FINRA regulations. In addition, managed several processes in order to ensure that data and information was processed correctly, and efficiently. Completed several process improvement project...
Buffalo/Niagara, New York AreaCompleted ad-hoc reporting for commercial loans, while working with multiple reps in order to ensure that loans are completed and ready for production. Also worked on projects on a monthly basis to complete and improve complex requirements