Portfolio Manager (Former Employee) – Eugene, OR – June 5, 2014
I assisted two Relationship Managers with the administration of their loan portfolios totaling approximately $30 million. My duties ranged from financial statement, cash flow analysis, credit proposal preparation, ordering loan documentation, follow-up on obtaining signed loan documents, and follow-up on loan performance. Loan performance included receipt and analysis of monthly reporting requirements, payment performance, and loan covenant compliance. I also reviewed appraisals on commercial real estate loans and maintained the approved appraiser list.
With Summit Bank, my efforts allowed the two Relationship Managers to focus on establishing new client relationships and deepening existing relationships, while maintaining a high level of customer service. Client needs were addressed and responded to quickly, while keeping the RM’s in the loop. Many loan accounts have regular reporting requirements for loan administration; the clients I oversaw were kept advised on the reporting timeframes and necessary financial statements for review and analysis. Any changes, issues, negative trends were brought to the attention of Credit Administration.
Assistant Branch Manager (Former Employee) – West Deptford, NJ – November 7, 2013
Responsible for helping to create vision, set direction and motivate staff. -Ensured delivery of superior customer service drove sales goals to increase sales volume. -Assisted in the daily operations of running the branch. -Opened new accounts -Helped process teller transaction when needed
Excellent company. Strong commitment to both employees and clients
Assistant Vice-President/ Operations (Current Employee) – Tulsa, OK – August 13, 2013
Each day brings its own unexpected challenges as well as the expected responsibilities. Client contact and teamwork among co-workers is by far the most enjoyable part of working at Summit. Management is not only highly versed in banking, but also very in-touch with employees.
Teller/Customer Service Rep (Former Employee) – Vineland, NJ – July 8, 2013
There learning was book knowledge and understanding the concept of how to apply yourself in business working with finance. I got a better position fast, because I excelled very fast, worked with everyone.
Head Teller (Former Employee) – East Brunswick, NJ – April 22, 2013
Open and closed branch, change interest rates board , maintained lobbie updated with bank products for customers, responsible to order all monies to operated bank funds supplies as needed in the daily basis, always be outlook for suspiciuos individuals and enjoy team work with branch personnel
Teller Supervisor (Former Employee) – Newtown, PA – February 21, 2013
I learned a lot working for this Company. I started as a teller then was promoted to a Customer Service Representative after 2 years then finally promoted to the Head teller. The Management was excellent as well as the training.
Customer Service Rep/Assistant Branch Manager (Former Employee) – Rutherford, NJ – October 17, 2012
Excellent bank to work for. Unfortunately they sold the bank to Fleet Bank where the customer service satisfaction dropped tremendously. Fleet Bank was only concerned about sales numbers rather than providing excellent customer service.