Debra Patti

1101 Saratoga Street Apt 01

dp208ec6@westpost.net
East Boston, MA 02128
(617) 567-3285 (617) 217-1598
SUMMARY OF QUALIFICATIONS:
Diligent and dedicated professional with solid background gathering client info
and data in order to structure strong ability to create positive business relati
onships with Agencies and investments utilizing broad -based competencies in fo
llowing areas:
SALES & MARKETING AUTO LOAN PROCESSING CROSS-SELLING
NEEDS ASSESSMENT CUSTOMER SERVICE VENDOR RELATION
CONSULTIVE SALES INVESTMENT SALES BANKING/FINANCE
Demonstrated ability to gain confidence and trust of diverse clients through in
-person and telephone sales efforts.
Extensive experience interacting with vendors, insurance companies and motor veh
icle agencies to open consumer auto loans; assist in financing loans with car d
ealerships.
Reliable, well-organized team player with excellent communication, prioritizatio
n, problem solving and analytical skills; consistently meeting deadlines with mi
nimal supervision.
PROFESSIONAL EXPERIENCE:
John Hancock/ Manulife Life Insurance- Boston, Massachusetts 2005-Present
Alpha Case Manager/Replacement Analyst/ Conversation Specialist
Independently perform a wide range of tasks to manage Individuals/ Survivorship
Insurance policies. Gained experience in insurance investments and the different
type of products. Analyze Non-Replacements, QR for Case set-ups, Initiate call
status for 1035 Ext. Exchange and Regulation 60 values to proactively communicat
e both verbal and written via liaison between JHFN agencies, Agents, and Case
Managers
EAGLE BANK- Everett, Massachusetts 2001- 2005
Customer Service Representative
Independently perform a wide range of tasks with utmost attention to accuracy, e
fficiency and customer satisfaction. Perform all banking transactions, open all
product accounts, balance check books, provide IRA account information, turn ove
r CDs and provide access to safety deposit boxes. Processes loans, pymts, and Fe
deral Tax deposits.
Generated a 5-15% increase in sales over a six month period by actively promotin
g specials offers addressing customer inquiries or completing sales.
Consulted clients to understand needs and help them achieve objectives by openin
g secured collateral loans and cross-selling appropriate products.
FIDELTY INVESTMENTS, WTC- Boston, Massachusetts 1998- 2001
Client Service Representative
Evaluated client financial goals tom provide product education and recommendatio
ns to maximize portfolio values. Gained experience in stock and mutual fund quot
es, core & margin accounts, wire transfers, etc. Utilized excellent communicatio
n to accurately determine requirements, resolve issues, secure business.
WINTHROP CREDIT UNION- Winthrop, Massachusetts 1997- 1998
Member Service Representative
Opened and closed deposit accounts and assisting tellers to balance end of daily
transactions. Scheduled interviews with loan applications and assisted with ma
rketing functions' Interacted as liaison between car dealers, insurance companie
s and Motor Vehicle Title Division.
COMPUTER SKILLS:MS WORD, EXCEL, ACCESS, SIEBEL, TPX MAINFRAME, GREAT PLAIN