Donna Guimond

Client Onboarding Specialist

Professional Overview
Donna Guimond is a highly skilled Client Onboarding Specialist with extensive experience in the financial services industry. She specializes in facilitating smooth onboarding processes for new clients, ensuring their seamless integration into the organization's systems and workflows.

Experience Summary

Current Role
As the Client Onboarding Specialist at Arcadia Financial, Donna is responsible for managing the onboarding of new clients, streamlining the process from start to finish. She serves as the primary point of contact for new clients, guiding them through the onboarding journey and ensuring all necessary documentation and requirements are met. Donna's attention to detail and proactive communication have resulted in consistently positive client feedback and a high customer satisfaction rate.

Career Progression
Prior to her current role, Donna held various positions within the financial services industry, including Salesforce Certified Administrator at Uncommon Sports Group and Talent Stacker | Salesforce Career Development Program, Loan Processor at Mortgage Network, Inc., Director of Community Relations at Bentley Commons at Bedford, Office Manager at Bank of New Hampshire, and Branch Manager at Santander. Her diverse background has provided her with a well-rounded understanding of the financial sector, enabling her to deliver exceptional client service and support.

Academic Background
Donna holds a Bachelor's degree in Business Administration from the University of New Hampshire, where she graduated with honors.

Areas of Expertise

• Client onboarding and integration

• Financial services industry knowledge

• Salesforce administration and configuration

• Loan processing and underwriting

• Customer service and client relationship management

• Project management and process improvement

Professional Impact
During her tenure at Mortgage Network, Inc., Donna implemented a new loan processing workflow that streamlined the application review process, reducing turnaround time by 20% and improving customer satisfaction. As the Director of Community Relations at Bentley Commons at Bedford, she spearheaded a successful fundraising campaign that raised over $50,000 for local community initiatives.

Conclusion
With her extensive experience, technical expertise, and a proven track record of delivering exceptional client service, Donna Guimond is a valuable asset to the Arcadia Financial team. She is committed to continuously improving the client onboarding experience and making a meaningful impact within the financial services industry.