North Shore Bank, A Co-operative Bank
Founded: 1888 Parent organization: North Shore Bancorp Inc.
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North Shore Bank, A Co-operative Bank Employees
Boston Children's Hospital June 2014 - Present
Penn State University November 2014 - May 2015
Penn State University September 2014 - May 2015
North Shore Bank, A Co-operative Bank May 2013 - May 2014
Penn State University October 2010 - May 2012
Vector Marketing April 2010 - August 2010
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Research, Customer Service, Hospitals, Data Entry, Medical Terminology, Healthcare, Cpr Certified, Teamwork, Leadership, Public Health, Time Management, English, Windows, Outlook, Social Media, Event Planning, Data Analysis, Access, Administrative..., Office Management
Education
Penn State University 2010 — 2015
Bachelor of Science (B.S.)
JPMorgan Chase April 2013 - Present
North Shore Bank, A Co-operative Bank August 2007 - April 2013
Mass Retirement Plan Consortium 2010 - 2013
TD Bank January 2004 - August 2007
Skills
Banking, Retail Banking, Financial Services, Retirement Planning, Retirement, IRAs, Portfolio Management, Financial Analysis, Microsoft Office, Credit, Finance, Customer Service, Consumer Lending, Retirement Benefits, Credit Analysis, Underwriting, Lines Of Credit, Customer Retention, Internal Customers, Deposits, Tableau, Prezi
Education
New England College of Business and Finance 2014 — 2015
Master's Degree, Human Resources Management
New England College of Business and Finance 2012 — 2014
Bachelor's Degree, Management, 3.93 GPA
New England Collee of Business and Finance 2011 — 2012
Associate's degree, Banking
Mildred Elley 2003 — 2004
Graduation Certificate, Office Technology, A
Pima Medical Institute-Mesa 1999 — 2000
Graduation Certificate, Phlebotomy Technician/Phlebotomist, A
North Shore Bank, A Co-operative Bank February 2011 - Present
North Shore Bank, A Co-operative Bank January 2008 - February 2011
North Shore Bank, A Co-operative Bank June 2006 - January 2008
Skills
Banking, Retail Banking, Small Business Lending, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Lines Of Credit, Loans, Underwriting, Portfolio Management, Customer Service, Financial Analysis, Real Estate, Commercial Mortgages, SBA, Leadership, Credit Risk, Finance, Loan Modifications
Education
Salem State College 2002 — 2006
Bachelors Degree, Accounting with a minor in Economics
Mortgage Master May 2015 - Present
Mortgage Master June 2013 - Present
North Shore Bank, A Co-operative Bank May 2010 - May 2013
Essex County Club May 2005 - August 2009
Essex County Club June 2004 - August 2009
Adhesive Packaging Specialties April 2009 - May 2009
Skills
Mortgage Banking, FHA Financing, Sales, Customer Service, Teamwork, Leadership, Social Media, Time Management, Team Leadership, Public Speaking, Social Networking, Facebook, Management, Event Planning, Communication, Finance, Marketing
Education
Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management
Manchester Essex Regional High 2006 — 2009
North Shore Bank, A Co-operative Bank 2001 - Present
New England College of Business and Finance 1995 - 2007
Medford Cooperative Bank 1996 - 2001
RECOLL Managmeent 1991 - 1995
Bank of New England 1987 - 1990
EssexBank 1980 - 1987
Skills
Loans, Credit, Banking, Credit Analysis, Commercial Banking, Commercial Lending, Small Business Lending, Portfolio Management, Lines Of Credit, Financial Analysis, Cash Management, Underwriting, Asset Based Lending, Retail Banking, Loan Origination, Credit Risk, Risk Management
Education
Northeastern University 1984 — 1991
BSBA, Finance
Framingham State University 1975 — 1979
BS, Home Economics Education
North Shore Bank, A Co-operative Bank November 2014 - Present
Reading Co-operative Bank June 2013 - November 2014
Northern Bank and Trust Company October 2012 - May 2013
North Shore Bank, A Co-operative Bank April 2011 - October 2012
North Shore Bank, A Co-operative Bank October 2004 - April 2011
StonehamBank June 1995 - October 2004
Skills
Credit Analysis, Commercial Lending, Lines Of Credit, Letters of Credit, Branch Management, Retail Banking, Customer Service, Portfolio Management, Credit, Commercial Banking, Asset Based Lending, Banking, Consumer Lending, Loans, Small Business Lending, Underwriting
Education
Simmons College 1996 — 2000
Bachelors Degree, International Relations
Stoneham High School 1993 — 1996
North Shore Bank, A Co-operative Bank February 2005 - Present
Franciscan Hospital for Children November 2003 - December 2004
Cambridgeport Bank January 2001 - September 2003
East Boston Savings Bank March 1999 - December 2000
Metro Credit Union May 1987 - February 1999
Skills
Marketing Strategy, Advertising, Market Research, Marketing, Public Relations, Management, Leadership, Program Management, Direct Marketing, Strategic Planning, Email Marketing, Banking, Market Planning, Social Media Marketing, Marketing Communications, Budgets, Nonprofits, Copywriting
Education
Southern Methodist University - Cox School of Business 2009 — 2010
ABA School of Bank Marketing and Management
CUNA School of Marketing Management 1996 — 1997
CUNA Marketing Professional Certificate, Marketing Management
Suffolk University - Sawyer Business School 1986 — 1990
Bachelors of Science in Business Administration, Business Management
Beverly Cooperative Bank May 2002 - Present
HP Indigo October 2000 - May 2002
North Shore Bank, A Co-operative Bank May 1997 - January 1999
Skills
Employee Relations, Onboarding
Education
University of Phoenix 2005 — 2008
Bachelors, Business Managment
WB Hunt Co., Inc. d/b/a Hunt's Photo & Video October 1994 - Present
North Shore Bank, A Co-operative Bank May 2012 - Present
Essex National Heritage Commission September 2009 - Present
Retirement Board, City of Peabody, MA July 1997 - Present
PRO Buying Group 2006 - Present
North Shore Community College Foundation Board October 2003 - October 2015
North Shore Community College December 2009 - September 2015
Essex National Heritage Commission October 2011 - September 2013
PMA New England January 2002 - January 2013
Association of Imaging Executives November 2009 - September 2012
Skills
Non-profits, Strategic Planning, Public Speaking, Advertising, Retail, Marketing Strategy, Fundraising, Budgets, Nonprofits, Entrepreneurship, Management, Leadership, Marketing, Sales Management, Sales, Strategy, New Business Development, Social Media, Negotiation, Program Management, Social Media Marketing, Microsoft Office, Customer Service
Education
Northeastern University 1971 — 1973
Psychology major, Art minor
North Shore Community College 1968 — 1970
Associate of Science (AS), General
North Shore Bank, A Co-operative Bank March 2015 - Present
North Shore Bank, A Co-operative Bank December 2009 - March 2015
North Shore Bank, A Co-operative Bank October 2007 - December 2009
North Shore Bank, A Co-operative Bank May 2005 - October 2007
Skills
Customer Service, Microsoft Excel, Outlook, Banking, Microsoft Office
Education
New England College of Business and Finance
Associate of Science in Business Administration, Banking and Finance
Bean, Hatzis & Associates June 2013 - Present
Bean, Hatzis & Associates February 2012 - Present
North Shore Bank, A Co-operative Bank December 2009 - June 2012
Skills
Outlook, Payroll Taxes, Microsoft Excel, Sales Tax, Customer Service, QuickBooks, Bookkeeping, Accounts Receivable, Payroll, Banking, Spreadsheets, Account Reconciliation, Accounting, Office Management, Office Administration, Cash, Bank Reconciliation, Microsoft Office, Deposits, Retail Banking, Sales, Tax Preparation, Financial Analysis, Leadership, Credit
Education
North Shore Community College 2009 — 2012
Associate's degree, Accounting and Business/Management, Graduate
Westfield State University
Bachelor's degree, Accounting and Business/Management
North Shore Bank, A Co-operative Bank June 2012 - January 2014
North Shore Bank, A Co-operative Bank June 2012 - August 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Financial Analysis, Accounting, Microsoft Office, Financial Accounting, Bookkeeping, QuickBooks, Financial Reporting, Loans, Lines Of Credit, Finance, Accounts Receivable, Accounts Payable, Access, Commercial Lending, Auditing, Analysis, Account Reconciliation
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Accounting
Electric Insurance Company June 2014 - Present
CBIZ Tofias July 2012 - June 2014
Gauthier & Boardway, CPAs, Inc. January 2012 - April 2012
New England Confectionery Company (Necco) June 2011 - August 2011
North Shore Bank, A Co-operative Bank June 2009 - June 2011
Bevins Sailmakers June 2007 - August 2008
Education
Endicott College 2015 — 2017
Master of Business Administration (M.B.A.)
Salem State University
Bachelor of Science, Business Administration; Accounting, History Minor
NEACH February 2011 - Present
North Shore Bank, A Co-operative Bank February 2006 - February 2011
North Shore Bank, A Co-operative Bank January 2004 - January 2006
Skills
Banking, Customer Service, Payments, Risk Management, Organizational..., Public Speaking, Training, Teaching, Volunteer Management, Program Development, Team Building, Microsoft Office, Finance, Cash Management, ACH
Education
Lasell College 1999 — 2003
Bachelor of Science (B.S.), Pre-Law/Legal Studies
North Shore Bank, A Co-operative Bank Formerly Saugusbank January 2013 - Present
Saugusbank January 2013 - September 2014
Salem Five Bank July 2012 - December 2012
Cambridge Savings Bank March 2010 - June 2012
North Shore Bank, A Co-operative Bank March 2003 - April 2010
Northern Bank & Trust Company October 1998 - March 2003
Woburn National Bank April 1986 - October 1998
Skills
Mortgage Lending, Consumer Lending, Loan Origination, Loans, Underwriting, Commercial Lending, Banking, Mortgage Banking, Credit Analysis, Real Estate, Small Business Lending, Loan Servicing, Commercial Banking, Credit, Lines Of Credit, Portfolio Management, Residential Mortgages, Commercial Mortgages, Retail Banking, Refinance, FHA, Construction Loans, Credit Risk, Cash Management, Branch Management, Cross Selling, Asset Based Lending, USDA, VA loans, Mortgage Underwriting, Financial Services, Deposits, Real Estate Financing, Financial Risk
Education
Bentley University 1991 — 1993
BS, Business Management
North Shore Bank, A Co-operative Bank November 2006 - Present
Infinex Financial Group June 2003 - September 2005
Beverly National Bank (Now Peoples United Bank) May 1997 - May 2003
Cambridge Savings Bank September 1986 - May 1997
Salem Five Bank May 1982 - September 1984
Skills
Investments, Banking, Financial Services, Portfolio Management, Marketing Strategy, Strategic Financial..., Sales Management, Leadership, Sales, Loans, Retail Banking, Credit, Relationship Management, Finance, Marketing Management, Budgets, Customer Service, Management
Education
Fairfield University 2001 — 2003
MBA, Business Adminstration
University of Colorado Boulder 1998 — 1999
Graduate Certificate, School of Financial Services Marketing
Fairfield University 1993 — 1995
Graduate Certificate, National School of Banking
Salem State University 1978 — 1983
BS, Business
North Shore Bank, A Co-operative Bank October 2014 - Present
Boston Private Bank February 2011 - August 2014
Boston Private Bank August 2010 - February 2011
Boston Private Bank May 2007 - August 2010
Skills
Commercial Lending, Commercial Banking, Credit Risk, Loans, Credit Analysis, Portfolio Management, Credit, Financial Modeling, Finance, Small Business Lending, Banking, Financial Analysis, Risk Management, Financial Services, Investments
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelor's Degree, Communications
Boston Latin School 1990 — 1996
High School
Holden Oil, Inc. 1978 - Present
Metro North YMCA 2007 - Present
Peabody Area Chamber of Commerce 2004 - Present
North Shore Bank, A Co-operative Bank May 2013 - Present
Skills
Sales Management, Customer Service, Contract Negotiation, Gas, Leadership, Petroleum, Fuel, Purchasing, Social Media, Propane, Temporary Staffing, Negotiation, Operations Management, Environmental Compliance, Heating, Strategic Planning, Energy, Business Planning, Integrity, Fire Safety, New Business Development, Entrepreneurship, Shipping, Contract Management, Commodity Markets, Business Development, Logistics, Supply Chain Management, Cost Control, Natural Gas, Operating Budgets, Construction Safety, Compliance, Start-ups, Business Strategy, DOT Compliance
Education
University of New Hampshire 1980 — 1984
BA, Economics
North Shore Bank, A Co-operative Bank December 2006 - Present
T D Bank March 1996 - December 2006
FDIC April 1991 - March 1996
Skills
Commercial Lending, Loans, Small Business Lending, Banking, Credit Analysis, Retail Banking, Consumer Lending, Mortgage Lending, Lines Of Credit, Loan Origination, Portfolio Management, Cash Management, Credit Risk, Asset Based Lending, Mortgage Banking, Treasury Management, Commercial Banking, Credit
Education
Providence College 1984 — 1987
BS, Business
Providence College 1983 — 1987
Bachelor's degree, Business Administration and Management
Bank of America November 2010 - Present
Eastern Bank January 2009 - November 2010
Eastern Bank January 2007 - December 2008
North Shore Bank, A Co-operative Bank August 2005 - January 2007
TD Bank November 2004 - August 2005
TD Bank February 2000 - November 2004
Skills
Credit Risk, Credit Analysis, Commercial Banking, Loan Origination, Loan Structuring, Loan Modifications, Loan Documentation, Underwriting, Credit Portfolio..., Workout, Loan Review, Credit, Loans, Financial Analysis, Teamwork, Cash Flow, Asset Based Lending, Portfolio Management, Financial Structuring, Lines Of Credit, Small Business Lending, Commercial Lending
Education
Southern New Hampshire University 2011 — 2017
Master's, Finance
University of Massachusetts Lowell 2000 — 2004
Bachelor's, Finance
Haverhill High School 1994 — 1998
North Shore Bank, A Co-operative Bank June 2014 - Present
North Shore Bank, A Co-operative Bank October 2010 - Present
North Shore Bank 2010 - Present
North Shore Bank, A Co-operative Bank June 2010 - October 2010
North Shore Bank, A Co-operative Bank April 2008 - June 2010
TD Bank Group 2003 - 2008
Skills
Retail Banking, Banking, Mortgage Banking, Mortgage Underwriting, Home Equity Loans, Customer Service, Home Equity Lines of..., Loan Modifications, Microsoft Excel, Mortgage Lending, Outlook, Credit, Credit Analysis, Lines Of Credit, Loans, Loan Origination, Refinance, Loan Servicing
Education
Massachusetts College of Art 1998 — 2003
Bachelors, metalsmithing
Rockport Public High School 1994 — 1998
diploma, general
North Shore Bank, A Co-operative Bank 1995 - Present
Bank of Boston 1979 - 1990
Skills
Banking, Financial Analysis, Credit, Finance, Credit Analysis
Education
Boston College 1971 — 1975
Bachelor's degree
QBE North America February 2014 - Present
North Shore Bank, A Co-operative Bank November 2012 - Present
Education
Salem State University 2006 — 2011
Bachelor of Science (B.S.)