Cheryl Lee Email & Phone Number
VP, Senior Client Service Manager @ Bank of America Merrill Lynch
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Cheryl Lee Location
- Pennington, NJ, US
Cheryl Lee Work
- VP, Senior Client Service Manager @ (February 2025 - Present)
- Assistant Vice President, Client Service Manager @ (June 2019 - Present)
- Officer, GWIM Sr. Ops Analyst @ (November 2016 - June 2019)
- GWIM, Sr. Operations Analyst @ (March 2016 - October 2016)
- GWIM Sr. Operations Analyst @ (June 2015 - March 2016)
- Mortg. Processor, Mod, U and W, Account Specialist @ Bank of America (June 2009 - June 2015)
Cheryl Lee Education
- Kaplan University
Bachelor's degree (Finance and Investments)
2015-2018 - Rowan College at Burlington County
Business Administration and Management (General)
2000-2000
Cheryl Lee Skills
- 401(k) Retirement Savings Plans
- 401k Rollovers
- Account Management
- Account Reconciliation
- Banking
- Coaching
- Consumer Lending
- Credit
- Credit Analysis
- Credit Cards
- Credit Risk
- Customer Service
- Customer Service Management
- Data Reconciliation
- ERISA
- Finance
- Financial Analysis
- Leadership
- Loans
- Management
- Microsoft Excel
- Microsoft Office
- Mortgage Banking
- Mortgage Lending
- Mortgage Underwriting
- Operations Management
- Organization Skills
- Payroll Administration
- Portfolio Management
- Process Improvement
- Project Management
- Project Plans
- Qualified Retirement Plans
- Refinance
- Relationship Management
- Residential Mortgages
- Retail Banking
- Retirement Benefits
- Retirement Savings
- Retirement Services
- Risk Management
- Sales
- Stock Trading
- Team Building
- Time Management
- Underwriting
Cheryl Lee Summary
- Cheryl Lee, based in Pennington, NJ, US, is currently a VP, Senior Client Service Manager at Bank of America Merrill Lynch. Cheryl Lee brings experience from previous roles at Bank of America Merrill Lynch. Cheryl Lee holds a 2015 - 2018 Bachelor's degree in Finance and Investments @ Kaplan University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k Rollovers, Account Management, Account Reconciliation, Banking and more. Cheryl Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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