Experienced administrative professional with over 20 years of expertise in administration and customer service. Proven ability to effectively manage diverse responsibilities and multitask. Seeking new opportunities to apply skills and knowledge in a fresh professional setting after retirement. Enthusiastic about leveraging extensive background to make a meaningful impact in a dynamic work environment.
Overview
12
12
years of professional experience
Work History
Assistant Vice President – Real Estate/Mortgage Banking Division
The Bank of New York Mellon
12.1997 - 04.2010
Opened and closed client accounts
Performed data entry for new business into the Bank's mainframe
Handled clients’ investments in coordination with the Bank Trading Desk
Engaged in daily interactions with back-office support
Managed office operations, including answering inbound and outbound calls, overseeing inventory, ordering supplies, maintaining office equipment, scheduling meetings, and performing data entry
Maintained both physical and digital records, ensuring organization and currency
Worked closely with programmers in developing and implementing the Landlord Tenant Rent Security System, which led to a 29% boost in productivity
Compiled the Division's confidential SARS report for money laundering activities
Prepared confidential monthly Incident Reports for fraud and compromised client accounts
Closed loans and managed a loan portfolio exceeding $1 billion
Oversaw commercial and residential operational and tenant security accounts valued at $5 million
Handled a high volume of inbound and outbound calls, assisting customers with inquiries and daily transactions
Managed and trained a team of 12 in Real Estate/Mortgage Banking Administration, conducting evaluations and promotion recommendations
Education
Master of Science - Banking
Mercy College
Dobbs Ferry, New York
Bachelor of Business Administration - Marketing
Bernard Baruch College
Skills
Administrative support
Customer support
Written communication
Verbal communication
Office management
Client management system
Process improvement
Real estate administration
Banking operations
Leadership
Project management
Data management
Compliance
Time management
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Google Sheets
AFS
DDA
Baseline Banking
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Assistant Vice President – Real Estate/Mortgage Banking Division
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)