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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
KAREN HAMILTON
Page 2
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

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Karen jo hamilton 2014

  • 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 Page 2 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