maureen szeszycki

Assisted the head of Community Lending.

* Coordinated off-site quarterly regional sales meetings * Managed budget of regional office * Conducted orientation for new hires * Audited broker expenses, vendor budget, invoices, accounts payable * Monitored continuing education and discrepancy reports for brokers * Generated reports and tracked the sales of Senior Financial Advisors

* Worked full-time while attending school full-time * Managed grant budget which supports a health clinic in a local school * Led in all event planning efforts within the department, including program development, and maintaining and budgeting event costs * Acquired students for the Nurse Refresher program by reaching out to community hospitals and clinics * Procured sponsors for the Chicago Institute for Nursing Education’s national conferences

* Executed investment trades in Trusts, Foundations, and Agency Investment Accounts through Longview Trading System * Completed all preliminary account reviews * Provided analytical research to a team of Senior Portfolio Managers * Initiated and presented ideas to team in regard to rebalancing and reallocating funds in portfolios of approximately $1-10 million in value

* Provided support for the activities of the Estate Administration Relationship Manager in servicing existing Trust/Foundation relationships * Opened new trust accounts and collected all assets to be deposited * Executed the disbursement of principal and income of trusts to the named beneficiaries * Communicated with both internal and external contacts including beneficiaries, attorneys, and outside banking institutions

* Managed daily cash balances and transactions for accuracy of work processed the previous business day * Initiated all requests on a timely basis to ensure its proper funding * Expedited investment activities accurately * Administered the set-up of new business accounts

* Processed daily transactions as required by the client such as loan payments, requests for funds under established lines of credit, money transfers, tax payments, and banking transactions * Performed depository duties, loan processing, and documentation, covered and monitored overdrafts, and contacted clients as required * Interacted with various areas in operating to ensure accurate set-up of new services, resolved operational problems, processed various transactions, and researched client inquiries * Provided training to division trainees

* Manages credit portfolio of high net worth individuals ($10MM+) and commercial credits ($2MM-$20MM in sales) * Lead Relationship Manager for many accounts which includes meeting with clients to assess banking needs and cross-sells investment management products * Detected and prevented numerous cases of attempted wire fraud resulting in a cost-savings for clients and the bank * Completed 12-week Formal Credit Training (2011)

* Manages credit portfolio of high net worth individuals ($10MM+) and commercial credits ($2MM-$20MM in sales) * Provides investment-secured loans, aircraft lending and commercial real estate lending for Wealth Management clients and prospects * Completed 12-week Formal Credit Training (2011)