1. Karen Hamilton
296 Avenida Barbera
Sonoma, CA 95476
(650) 303-5043
SUMMARY
Operations specialist with a strong working knowledge in the areas of customer service, interpersonal skills and
ability to interact with clients and staff at all levels. Banking background provides the know how to help setup
controls with checks and balances needed for any business environment.
EMPLOYMENT SUMMARY
U.S. Bank Equipment Finance – Technology Finance Group 8/08 – 11/10
Lease Documentation Specialist Larkspur, California
Responsible for administering a $40 million portfolio of contracts
Prepare documents in compliance with policies and procedures
Coordinate with both clients and vendors to formalize proposals and purchase orders
Encourage customers to maximize their business volume
Citicapital Bankers Leasing 8/02 - 1/05
Harrison, New York
Operations Officer - Lease Administration
Assisted in the relocation of the business to its new location in Harrison, New York
Managed office activities including problem resolution for new and existing customers
Proven ability to interact effectively with clients and staff at all levels
Citibank, FSB 2/02 – 7/02
Retail Financial Center Operations Manager San Francisco, California
Responsible for retail banking operations, including security, reporting and audits, corporate and
customer relations
Review new account applications for both personal and business
Open and close bank using secure procedure
Citicapital Bankers Leasing, a subsidiary of Citigroup 9/91 – 1/02
Operations Officer Foster City, California
Directly supervised five Lease Administrators
Provide support to the Marketing division
Responsible for the processing and review of Accounts Payable for payments to vendors.
Oversaw the processing of invoices for over 100 accounts
Responsible for Accounts Receivable when delinquent over 30 days
Participated in the selection and training of new staff and conducted performance evaluations
Lease Administrator and Sales Tax Accountant
Responsible for telephone and written communications with clients
Performed reconciliation of new business and vendor payments
Responsible for filing sales and use tax returns on behalf of clients
Prepared and filed required government compliance
2. KAREN HAMILTON
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AWARDS
Recipient of the “Citicapital Global Equipment Finance Excellence Award” given in recognition of teamwork for
exceeding client expectations.
EDUCATION
California State University, Chico, CA
COMMUNITY SERVICE
Participated as a Mentor in the Sonoma Valley “Stand By Me” Mentor Program