BankFive Company
BankFive List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BankFive. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BankFive Employees
BankFive January 2004 - Present
fall river five cents savings bank 2004 - 2009
bankfive 2004 - 2009
Rockland Trust Company June 1992 - January 2004
rockland trust company 1992 - 2004
durfee attleboro banl 1989 - 1992
durfee attleboro bank 1989 - 1992
Education
University of Massachusetts Dartmouth 1985 — 1989
DePuy Synthes Spine, a Johnson & Johnson company February 2009 - Present
Jordan's Furniture February 2008 - September 2009
BankFive August 1994 - December 2004
Skills
Marketing, Public Relations, Medical Devices, Marketing Strategy, Strategic Planning, Project Management, Account Management, Marketing Communications, Microsoft Excel, Process Improvement, Strategy, Business Development, PowerPoint, Customer Service, Sales Management, Business Planning, Healthcare, Capital Equipment, Sales, Sales Operations, Competitive Analysis, Microsoft Office, Cross-functional Team..., Marketing Management, Management, Pricing, Cold Calling
Education
Bristol Community College
Associate of Science (A.S.), Business Administration and Management, General
University of Massachusetts Dartmouth
Bachelor's degree, Business Administration and Management, General; with Minor in Management Information Systems
Transamerica December 2014 - Present
Transamerica November 2012 - Present
Curian Capital November 2008 - November 2012
Jackson National Life September 2006 - November 2008
BankFive September 2003 - August 2006
Putnam Investments March 2003 - November 2003
Putnam Investments September 2002 - February 2003
Putnam Investments September 2001 - September 2002
Skills
Sales, Management, Finance, Series 7, Customer Service, Customer Satisfaction, Series 63, Leadership, Asset Managment, Problem Solving
Education
University of Massachusetts Dartmouth 1999 — 2001
HarborOne Bank August 2015 - Present
BankFive September 2013 - July 2015
Appraisal One May 2012 - September 2012
Roberts, Carroll, Feldstein, & Peirce Inc. July 2010 - September 2010
Skills
Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Accounting Applications, QuickBooks, Financial Reporting, Accounts Payable, Access, Teamwork, Financial Analysis, Appraisal Research, Analysis, Finance
Education
Bryant University 2009 — 2013
Bachelor of Science (BS), Accounting
Bridgewater Savings Bank April 2015 - Present
BankFive November 2012 - Present
Skills
Banking, Accounting, Credit Analysis, Financial Analysis, Credit, Loans, Commercial Banking, Retail Banking, Leadership, Microsoft Office, Microsoft Word, Mortgage Lending, Relationship Management, Team Building, Underwriting, Lines Of Credit, Loan Origination
Education
Rhode Island College 2006 — 2012
Bachelor's degree, Accounting
Blue Cross Blue Shield of Massachusetts January 2014 - Present
Blue Cross Blue Shield of Massachusetts June 2012 - January 2014
BankFive May 2008 - June 2012
BankFive April 2003 - May 2008
Skills
Life & Health Insurance..., Health Insurance, Account Management, Territory Management, Consulting, Health Savings Accounts, FSA, HRA, Cross Selling, Health Care Reform, Facebook, Social Media, Management, Photography, Social Media Marketing, Social Networking, Advertising Sales, Blogging, Flickr, Tumblr, Twitter, Photo Editing, Editing, Proofreading, Event Planning, Web Design, B2B eCommerce, Insurance, Marketing, Customer Service, Microsoft Office, Training, Banking, Retail Banking
Education
University of Massachusetts Dartmouth 2004 — 2009
Marketing, Marketing, Human Resources
Bishop Connolly High School 2000 — 2004
High School Diploma
Finance of America Mortgage LLC September 2009 - Present
Dynamic Capital Mortgage October 2006 - September 2009
BankFive 2005 - 2006
Delphi Information Sciences Corp May 2003 - June 2005
Del Mar Database September 2002 - May 2003
Delphi Information Sciences Corp July 1987 - September 2002
Skills
automated underwriting..., Mortgage Lending, FHA, Loans, Loan Origination, First Time Home Buyers, Real Estate, Residential Homes, Real Estate Transactions, Mortgage Banking, Refinance, Foreclosures, Selling, Residential Mortgages, Commercial Lending, Appraisals, Credit, Real Estate Financing, Short Sales, USDA, Sales, Automated Underwriting..., Certified Mortgage..., Commercial Mortgages, Construction Loans, Credit Analysis, Finance, Government Loans, Investment Properties, Investments, Mortgage Marketing, Mortgage Underwriting, REO, Real Estate Economics, Reverse Mortgages, Underwriting, VA loans
Education
Northeastern University 2000 — 2001
Certification, Principles of Secondary Marketing Management
California State University-Los Angeles 1984 — 1985
M.A. incomplete, Political Theory/Jurisprudence
California Polytechnic State University-San Luis Obispo 1980 — 1984
Bachelors, Political Science/ Constitutional Law
Cuesta College 1979 — 1981
Associate of Arts
Mansfield Bank January 2012 - Present
BankFive October 2007 - December 2011
Martha's Vineyard Savings July 2003 - October 2007
Skills
Business Continuity, GLBA, Strategic Planning, Loans, Banking, Vendor Management, Risk Management, Retail Banking, Disaster Recovery, Commercial Banking, Security, IT Audit, Information Security, Governance, Commercial Lending, IT Management, CISA, Information Security..., Financial Services, Business Analysis, Enterprise Risk..., IT Strategy, Operational Risk..., Financial Risk, Risk Assessment, Enterprise Architecture, PCI DSS, CISSP, SAS70, Information Technology, IT Operations, Credit, Network Security
Education
Bryant University 1994 — 1997
BS - BA, Finance
Sovereign Bank January 2013 - Present
BankFive January 2005 - January 2010
Skills
Customer Service, Military, Financial Risk, Hospitality Management, Hospitality Industry, Internal Audit, Office Administration, Risk Assessment, Servers, Branch Banking, Credit, Consumer Lending, Commercial Banking, Lines Of Credit, Loans, Banking, Credit Analysis, Financial Analysis, Management, Mortgage Lending, Retail Banking, Sales
Education
UMass Dartmouth 2010 — 2013
Bachelor of Arts (BA), Sociology
Bristol Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Social Sciences
Claris Vision February 2015 - Present
Mary Kay Inc. June 2010 - Present
Blount Fine Foods February 2011 - March 2014
Colonial Honda October 2010 - November 2011
Walt Disney World July 2007 - November 2011
Bank of America May 2010 - February 2011
Rosen Shingle Creek February 2007 - April 2010
BankFive January 2001 - February 2007
Skills
Customer Service, Microsoft Excel, PowerPoint, Accounts Payable, Resorts, Microsoft Office, Accounting, Spreadsheets, Account Reconciliation, Invoicing, Training, Analysis, Banking, Budgets, Inventory Management, Leadership, Microsoft Word, Team Building
Education
University of Massachusetts Dartmouth 2011 — 2015
Bachelor of Arts (B.A.), Business Management, Leadership
Bristol Community College 2001 — 2004
Associate of Arts (A.A.), Elementary Education and Teaching
Exelon Nuclear August 2015 - Present
Lockheed Martin Industrial Defender August 2013 - August 2015
IBI Group November 2003 - December 2013
ITA Software October 2008 - December 2009
Computershare July 2007 - October 2008
Hawthorn Medical Associates December 2005 - July 2007
Meganet Communications January 2003 - October 2003
BankFive 2002 - 2003
Skills
Windows Server, Troubleshooting, Microsoft Exchange, Cisco Technologies, Virtualization, VMware, Network Administration, Network Design, Linux, Security, Disaster Recovery, TCP/IP, Firewalls, Servers, Integration, Active Directory, ITIL, Citrix, Infrastructure, Network Security, VoIP, DNS, DHCP, Group Policy, Cloud Computing, Networking, Data Center, Technical Support, VPN, Routing, System Deployment, Cisco IOS, Juniper, Routers, Storage, Wireless Networking, Operating Systems, Network Engineering, Switches, System Administration, WAN, Network Architecture
Education
Bristol Community College 1998 — 2003
Associate of Science (A.S.), Computer Systems Networking and Telecommunications
Somerset High School 1994 — 1998
High School
BankFive February 2013 - Present
Sovereign Bank September 2007 - February 2013
WVBF, 1570 AM Radio April 2003 - December 2008
Eastern Bank October 2005 - September 2007
New Hope, Inc. May 1995 - September 2005
Skills
Mortgage, First Time Home Buyers, Loans, Residential, Refinance, FHA, Mortgage Lending, Real Estate, Banking, Residential Homes, Real Estate Transactions, Residential Mortgages, Credit, Mortgage Banking, Home Equity Loans, Underwriting, Loan Origination, Investment Properties, Mortgage Marketing, Mortgage Underwriting, Referrals, Foreclosures, VA loans, FHA financing, Short Sales, REO, Credit Analysis, Lines Of Credit, Investors, Condos, Single Family Homes, Customer Service
Education
Providence College 1971 — 1976
M.A., B.A., Rel Studies, Humanities
Université de Fribourg/Universität Freiburg
BankFive June 2013 - Present
Webster Bank August 2009 - May 2013
bcpbank April 2004 - August 2009
State Street April 1997 - April 2004
Massachusetts State Senate - Office of State Senator Marc R. Pacheco May 1993 - April 1997
Skills
Portuguese, Commercial Banking, Commercial Lending, Business Development, Cash Management, Small Business Lending, Portfolio Management, Financial Analysis, Credit Analysis, Relationship Management, Credit, Financial Services, Loans, Banking, Lines Of Credit, Credit Risk, Risk Management, Retail Banking, Mortgage Lending, Consumer Lending
Education
Suffolk University 1991 — 1995
BS, International Economics
BankFive January 2008 - Present
BankFive June 2005 - January 2008
BankFive April 2005 - June 2005
BankFive April 2003 - April 2005
Skills
Banking, Commercial Banking, Credit, Sales, Consumer Lending, Customer Service, Loans, Microsoft Office, Retail Banking, Commercial Lending, Credit Analysis, Loan Origination, Small Business Lending
Education
New England school for financial studies at Babson
Bristol Community College
New England College of Business and Finance
BankFive May 2000 - Present
Marian Manor Nursing Home March 1990 - May 2000
Omni Parker House Hotel October 1986 - March 1990
Dunfey Hyannis Hotel March 1986 - October 1986
Skills
New Hire Orientations, Human Resources, ADP Payroll, Employee Benefits, Recruiting, Employee Wellness..., Compensation & Benefits..., Deferred Compensation, Employment Law..., Employee Training, Policy, Interviews, Employee Relations, Policy Development, Performance Appraisal, Payroll, Compensation & Benefit, Completed MCAD..., Completed MCAD -...
Education
Bridgewater Raynham
Bridgewater Raynham
Bridgewater State College
MEd, Counseling
Saint Anselm College
Bachelor's degree, Sociology
University of Wisconsin-Madison
Graduate School of Banking; Advanced HR, Human Resources
Bristol County Savings Bank May 2013 - Present
BankFive January 2004 - May 2013
Rockland Trust June 1992 - January 2004
Education
University of Massachusetts Dartmouth 1985 — 1989
Bachelor's degree, English
Animal Health International, Inc. June 2013 - August 2014
The Sanctuary Sports Therapy & Rehabilitation.Center February 2011 - May 2013
The Sanctuary Equine Rehabilitation and Sports Therapy Center December 2010 - February 2011
Nestlé Waters North America December 2009 - November 2010
Nestlé Waters North America October 2007 - December 2009
BankFive September 2005 - February 2008
Skills
Microsoft Excel, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Java, Accounting, Team Building, Marketing, Sales, Management, Training, Marketing Strategy
Education
College of Central Florida 2014 — 2016
4.0
Johnson and Wales University 2008 — 2011
Bachelor's degree, Equine Business Management & Riding, 3.87
Bridgewater State College 2006 — 2008
Worked Toward Bachelor of Arts, Physiology and Sports Medicine
BankFive August 1998 - Present
BankBoston 1996 - 1998
National Bank of Fairhaven June 1989 - April 1996
Shawmut Bank, N.A. June 1985 - June 1989
Shawmut Bank, N.A. May 1985 - December 1985
Skills
Strategic Planning, Banking, Underwriting, Customer Service, Retail Banking, Accounting, Commercial Banking, Microsoft Excel, Loans, Business Continuity, Cash Management, Lines Of Credit, Small Business Lending, Internal Controls, Microsoft Office, Consumer Lending, SBA 504, PowerPoint, Credit, Commercial Lending
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Wharton Leadership Certificate
ABA/Stonier Graduate School of Banking 2010 — 2012
Graduation with Honors
BankFive February 2013 - Present
BankFive March 2011 - Present
Webster Bank July 2004 - March 2011
Sam's Club January 1993 - July 2004
Skills
Retail Banking, Commercial Banking, Internal Audit, Cross-platform..., Home Equity Loans, Home Equity Lines of..., Cash Management, Sales Management, Customer Acquisition, Customer Retention, Customer Service..., Operations Management, Community Service, Mortgage Lending, Customer Service, Loans, Cross Selling, Banking, Leadership, Consumer Lending, CRM, Refinance, Credit, Relationship Management, Financial Services, Small Business Lending, New Business Development, Sales, Commercial Lending, Commercial Mortgages, Credit Analysis, Loan Origination, Social Media, Photography, Great Personality, Positive Coaching
Education
Babson College
Finance
Bristol Community College
Business Management
Kaplan Financial
Investments
BankFive April 2011 - Present
BankFive April 2008 - April 2011
BankFive August 2005 - April 2011
Landmark at Fall River January 2004 - August 2005
Skills
Banking, Retail Banking, Commercial Banking, Loans, Cash Management, Customer Service, Cash Handling Experience, Windows
Education
Bristol Community College 2005 — 2009
Associates degree, Human Services
Westport High School 2001 — 2005
CR Bard November 2014 - Present
Gold Medal Bakery May 2013 - November 2014
BankFive May 2011 - May 2013
SEABRA SUPERMARKET January 2006 - September 2012
MARY LOUISE NUNES, CPA June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Accounting, Analysis, Financial Analysis, Financial Statements, Loans, Management, Sales, QuickBooks, PowerPoint
Education
University of Massachusetts Dartmouth 2011 — 2013
Master of Business Administration, Business Administration and Management, General
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science, Accounting, 3.4 GPA
BankFive October 2010 - Present
Webster Bank March 2003 - August 2010
Skills
Commercial Lending, Commercial Banking, Loans, Mortgage Lending, Retail Banking, Banking, Small Business Lending, Football, Insurance, Cash Management, Loan Origination, Underwriting, Credit, Cross Selling, Credit Analysis, Consumer Lending, Small Business, Relationship Management
Education
University of Massachusetts Dartmouth 1982 — 1986
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Massasoit Community College 1980 — 1982
Associate of Science (A.S.), Electrical and Electronics Engineering
Massasoit Community College 1980 — 1982
Associate of Science (A.S.), Electrical and Electronics Engineering
Leadership Southcoast
Leadership Southcoast
BankFive August 2007 - Present
Skills
Cash Handling Experience, Exceptional People..., Computer Proficiency, Human Development, Positive Personality, Great Personality, Human Services, Banking, Retail Banking, Windows, Cross Selling, Fast Learner, Work Well Independently, Works well with people, Typing, Financial Institutions
Education
Bristol Community College 2007 — 2010
Associate of Science (A.S.), Human Services, 3.4 GPA Cum Laude
Fairhaven High School Graduate: Class of 2007 2003 — 2007
High School Diploma
Bristol Community College Graduate: Class of 2010
Human Services
BankFive March 2015 - Present
BankFive April 2013 - March 2015
Symmetry Medical February 2008 - April 2013
DePuy Orthopaedics February 2006 - February 2008
Lakeville-Freetown School District September 2001 - June 2002
Skills
Windows Server, Microsoft Exchange, Troubleshooting, Windows 7, Dell PowerEdge Servers, Network Security, Backup Exec, Process Improvement, Microsoft SQL Server, Cisco Technologies, CompTIA Network+..., Cisco Voice and Unified..., VMware ESX, NetApp Filers
Education
University of Massachusetts Dartmouth 2007 — 2012
Bachelor's degree, Management Information Systems
Bristol Community College 2002 — 2005
Associates, Computer Networking
Old Colony Regional Vocational Technical Highschool 1998 — 2002
Diploma, Computer Information Systems
BankFive November 2014 - Present
Randolph Savings Bank May 2010 - December 2013
Randolph Savings Bank 2005 - 2008
Skills
Credit, Banking, Commercial Lending, Small Business Lending, Loans, Workout, Portfolio Management, Commercial Real Estate, Mortgage Lending, Credit Analysis, Commercial Banking, Loan Origination, Underwriting, Credit Risk
Education
University of Rhode Island 1973 — 1978
Economics, Economics
Lapointe Insurance June 1983 - Present
BankFive 2000 - Present
Stevens Treatment Centers June 1998 - Present
Independent Insurance Agents of Rhode Island 2005 - Present
BayCoast Bank 2000 - 2012
Southcoast Health System 1990 - 2010
YMCA of Fall River 1990 - 2005
Southeast MA Red Cross July 1995 - June 2000
Skills
Risk Management, Non-profits, Insurance, Program Management, Small Business
Education
University of Rhode Island - College of Business Administration 1998 — 2000
MBA
American Institute for Property & Liability Underwriters 1985 — 1989
CPCU, Risk Management
Northeastern University 1979 — 1983
BS, Finance
BankFive January 2010 - Present
BankFive September 1989 - December 2009
Skills
Vendor Management, Risk Management, Internal Audit, GLBA, Compliance, Branch Audit, Department Audit, Employee Training, Marketing Compliance, Deposit Compliance, Banking, Retail Banking, Credit, Loans, Financial Risk, Risk Assessment, Operational Risk, Enterprise Risk..., Customer Service, Leadership
Education
Eastern Nazarene College 2009 — 2011
Bachelor of Arts (BA), Management, Magna Cum Laude
Bristol Community College 1991 — 1994
Associate of Science (AS)
Winchester Cooperative Bank 2008 - Present
BankFive 2005 - 2008
Boston Federal Savings Bank / BostonFed Bancorp 1982 - 2005
Education
Lafayette College 1978 — 1982
Bachelor's Degree, Economics
BankFive 2000 - Present
Beneficial Financial Group August 1994 - August 2000
Skills
Retail Banking, Banking, Loan Origination, Mortgage Lending, Internal Audit, Credit, Underwriting, Consumer Lending, Customer Retention, Relationship Management, Refinance, Microsoft Excel, Sales Management, Real Estate, Strategic Planning, Insurance, Customer Service, Management, Finance, Risk Management, Financial Risk, Financial Analysis, Lines Of Credit, Mortgage Banking
Education
Leadership Southcoast 2013 — 2014
National School of Banking 2006 — 2008
Certificate, Business
Mass Bankers Association School for Financial Studies at Babson 2001 — 2003
UMass Dartmouth 1990 — 1994
Political Science and Government
Somerset High School 1987 — 1990
BankFive September 1986 - Present
Skills
Retail Banking, Commercial Lending, Banking, Loan Origination, Loans, Security, Commercial Banking, Cash Management, Accounting, Consumer Lending, Cross Selling, Small Business Lending, Mortgage Lending, Relationship Management, Credit, Customer Service
Education
Babson College 2001 — 2002
Financial Studies, Financial
Bristol Community College 1995 — 1996
BankFive November 2012 - Present
BankFive June 2012 - November 2012
BankFive June 2004 - June 2012
Skills
Customer Service, Banking, Accounting, Loans, Retail Banking
Education
University of Massachusetts Dartmouth 2008 — 2010
MBA, Accounting
University of Massachusetts Dartmouth 2004 — 2008
BS in Accounting, Accounting
BankFive December 1989 - Present
BankFive March 2005 - December 2007
Skills
Retail Banking, Banking, Commercial Banking, Commercial Lending, Loans, Credit, Lines Of Credit, Consumer Lending, Mortgage Lending, Underwriting, Small Business Lending, Credit Analysis, Loan Origination, Financial Risk, Credit Risk
Education
Bristol Community College 1993 — 1997
BAI
BankFive May 2000 - Present
Education
Bridgewater State University
Bristol Community College
Associate's Degree, Business Administration
Sheshunoff Consulting + Solutions June 2013 - Present
Bristol County Savings Bank November 2010 - May 2013
Randolph Savings Bank February 2009 - November 2010
BankFive April 2004 - February 2009
Compass Bank June 2002 - April 2004
Skills
reliable, dependable, organized, Underwriting, Internal Audit, Excel, Credit Analysis, Loans, Commercial Lending, Financial Risk, Management, Credit, Portfolio Management, Retail Banking, Microsoft Excel, Auditing, Commercial Banking, Banking, Internal Controls
Education
New England College of Business and Finance 2012 — 2013
Master's degree, Forensic Accounting
Bridgewater State College 1999 — 2002
Bachelor's degree, Accounting
Fall River Beauty Academy 1997 — 1998
License, Hair and Nails
Bristol Community College 1992 — 1998
Associates, Business Administration
Kinyon-Campbell Business School 1994 — 1995
Certificate, Legal Secretary
B.M.C. Durfee High School 1987 — 1991
Diploma, College Prep
BankFive May 2013 - Present
Symmetry Medical October 2008 - May 2013
Cardinal Health January 2007 - October 2008
DePuy Orthopaedics January 2005 - November 2006
FISERV 2001 - 2002
NCR Corporation 2000 - 2001
St. Anne's Credit Union 1993 - 2000
Skills
Databases, System Administration, Microsoft Exchange, Windows Server, Troubleshooting, Microsoft SQL Server, Windows 7, ERP, Crystal Reports, Visio, Software Documentation
Education
Bridgewater State College 1998 — 2004
BS, Computer Science
Bristol Community College 1993 — 1997
AS, Computer Information Systems
BankFive July 2008 - May 2011
Revere Copper Products, Inc. October 2001 - June 2007
Eclipsys Corp December 1997 - October 2001
John Hancock July 1978 - December 1997
Education
Massasoit Community College 1976 — 1978
BankFive March 2015 - Present
Gooding Realty Corp. October 1994 - Present
Raymond Construction Co., Inc. 1976 - 1994
Raymond Construction Co., Inc. 1973 - 1994
Skills
Real Estate, Real Estate Economics, Real Estate Development, Investment Properties, Property Management, Microsoft Office, Contract Negotiation, New Business Development, Small Business, Entrepreneurship, Strategic Planning
Education
Roger Williams University 1975 — 1978
BS, Business Management, Business Law
University of Rhode Iasland 1974 — 1975
Bachelor of Science (BS), Business Administration and Management, General
BankFive October 2014 - Present
Fidelity Cooperative Bank July 2011 - October 2014
Sovereign Bank May 2010 - June 2011
Sovereign Bank October 2008 - May 2010
Sovereign Bank November 2007 - October 2008
Sovereign Bank September 2006 - November 2007
Citizens Bank 2001 - 2006
zUniversity 2000 - 2001
Boston College Club 1997 - 1999
Skills
Relationship Management, Banking, Strategic Planning, Sales Management, Marketing, Marketing Strategy, Business Development, Marketing Communications, Retail Banking, Sales, Corporate Communications, Account Management, Direct Marketing, Leadership, CRM, Program Management, Team Building, Commercial Banking, Budgets, Email Marketing, Management, Sponsorship, Corporate Branding, Strategy, Integrated Marketing
Education
Boston College 1989 — 1993
BA, Communications
Boston College 1995 — 1997
MA, Educational and Developmental Psychology
Emerson College
MA, Integrated Marketing Communications
Carrollton School of the Sacred Heart
BankFive September 1983 - Present
Norwest Finance August 1976 - August 1983
Skills
Loans, Banking, Retail Banking, Commercial Banking, Commercial Lending, Consumer Lending, Finance, Loan Origination
Education
Bridgewater State University 1971 — 1975
BA, Mathematics
BankFive July 2008 - Present
Slade's Ferry Bank March 2004 - July 2008
People's Savings Bank of Brockton 1996 - 2002
Skills
Retail Banking, Small Business Lending, Commercial Lending, SBA, Underwriting, Commercial Banking, Banking, Lines Of Credit, Mortgage Banking, Consumer Lending, Loans, Mortgage Lending, SBA 504, Credit, Commercial Mortgages, Loan Origination, Real Estate Lending, Asset Based Lending, Cash Flow Lending, Cash Management, Credit Analysis, Cross Selling, Relationship Management, Refinance, Commercial Real Estate, Financial Analysis
Education
ABA Stonier Graduate School of Banking, University of Pennsylvania-Wharton 2011 — 2013
University of Massachusetts Dartmouth 1990 — 1994
BS, Finance
BankFive 2014 - Present
First Citizens' Federal Credit Union January 2013 - December 2014
Sovereign Bank / Banco Santander December 2009 - January 2013
Citizens Bank July 2005 - November 2009
ADP 2000 - 2003
Skills
Loans, Mortgage, Lines Of Credit, Small Business, Credit, interviewing, sales, Direct Sales, Salesforce.com, Small Business..., Small Business Lending, Sales Management, Business Relationship..., Business Management, Coaching, Forecasting, New Business Development, Networking, Business Development, Negotiation, Mortgage Lending, Financial Services, Sales, Deposits, Banking, Commercial Banking, Credit Analysis, Portfolio Management, Commercial Lending, Loan Origination, Relationship Management, Retail Banking, Cross Selling, Cash Management, Commercial Mortgages, SBA, Credit Risk, Consumer Lending, Treasury Management, Branch Management, Refinance, Mortgage Banking, Underwriting, Asset Based Lending
Education
MA Bankers Association School of Commercial Lending 2013 — 2013
Bryant University
Bachelor's Degree in Business Administration, Management
Cranston High School West
Business
BankFive June 2015 - Present
Taunton Federal Credit Union July 2000 - June 2015
Skills
Banking, Finance, Financial Services, Microsoft Excel, Management, Financial Reporting, Risk Management, Accounting, Internal Controls, Financial Analysis, Financial Risk, Credit Unions, Sarbanes-Oxley Act, Accounts Receivable, Cash Management, Auditing, Cash Flow, Internal Audit, Microsoft Office, Managerial Finance, Budgets, Executive Management, Leadership, Process Improvement, Financial Planning, Account Reconciliation
Education
Bridgewater State University 2010 — 2012
Master of Science, Accounting
Bridgewater State University 2003 — 2009
Graduate Certificate, Accounting
Bridgewater State University 1994 — 1999
Bachelor of Science, Management
BankFive August 2013 - Present
Freedom National Bank February 2008 - 2013
Bank of America June 1978 - September 1994
Skills
Commercial Banking, Commercial Lending, Credit, Portfolio Management, Loan Origination, Loans, Credit Analysis, Small Business Lending, Underwriting, Credit Risk
Education
Rhode Island College 1974 — 1978
Bachelor of Arts, Economics/Sociology
BayCoast Bank September 2015 - Present
BankFive June 2009 - September 2015
Slades Bank 2007 - 2008
FIRSTFED 1986 - 2004
Education
Bryant University 1978 — 1982
BSBA, Accounting
BankFive June 1998 - Present
Core Business Technologies September 1993 - June 1998
Skills
Banking, Accounting, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Customer Service, First Time Home Buyers, Investment Properties, Loan Origination, Loans, Microsoft Excel, Mortgage Lending, Real Estate, Refinance, Retail Banking, Sales, Small Business Lending, Strategic Planning, Team Building, Underwriting
Education
Bryant University
BS, Business Administration
Pacific Packaging Products, Inc. March 2013 - Present
Advartec January 2010 - February 2013
BankFive February 2007 - December 2009
Skills
Accounting, General Ledger, Auditing, Bookkeeping, Journal Entries, Bank Reconciliation, Invoicing, Microsoft Excel, Financial Statements, Accounts Payable, Finance
Education
Salem State College 2012 — 2015
Bachelor of Science in Business Administration (BBA), Accounting and Finance. Minor in Computer Science
BankFive
Skills
Banking, Retail Banking, Consumer Lending, Credit, Commercial Lending, Loans, Small Business Lending
Education
University of Massachusetts Dartmouth
Electrical Engineering
Oldrid Financial October 2009 - Present
BankFive 2003 - 2009
Cardis Furniture 1994 - 2003
Skills
Finance, Mutual Funds, PowerPoint, Microsoft Word, Banking, Financial Accounting, Budgets, Business Strategy, Customer Service
Education
Katherine Gibbs School 1992 — 1993
Certificate, Executive Assistant/Executive Secretary
Community College of Rhode Island 1990 — 1992
Associate's degree, Business Administration and Management, General
BankFive May 1999 - Present
BankBoston May 1992 - May 1999
Education
UMass Dartmouth 1984 — 1988
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
BankFive Staff AccountantFirstFedJuly 1981 - September 2004
Skills
Cash Management, Accounting, Banking, Wire Transfers, Microsoft Excel, Adjustments, Account Reconciliation, General Ledger, Accounts Payable, Financial Reporting, Accounts Receivable, Auditing, Financial Accounting, Journal Entries, Financial Analysis, Internal Audit
Education
Bristol Community College 1979 — 1981
Associate's degree, Accounting and Business/Management
BankFive Senior Mortgage UnderwriterBankFiveApril 2005 - Present
Education
New England College of Business and Finance 2009 — 2015
Associate of Science (A.S.), Accounting