North Brookfield Savings Bank Announces New Hires
North Brookfield Savings Bank is pleased to announce the hire of two of Bank employees, Rebecca McPhee and Julienne Trease.
“We are so pleased to join Rebecca and Julienne to our team. We look forward to watching them grow and contribute to their respective roles,” said North Brookfield Savings Bank CEO Donna Boulanger. “They are both highly skilled and are committed to providing valuable support and service while contributing to the Bank’s overall success. I know they will become great assets to our Team and our customers.”
Rebecca McPhee, of South Hadley, has been hired as a Financial Analyst for North Brookfield Savings Bank. McPhee will be responsible for working with the CFO to analyze Bank data by comparing reports and proposing sound financial reasoning for company growth. Rebecca will also be analyzing current and past financial data, exploring investment opportunities, and establishing and evaluating profitability plans.
Rebecca comes most recently from Florence Bank, where she was mostly responsible for comparing data and reconciling reports, as an Accounting Associate. During her time there she also held the role of Lead Associate of Fixed Asset Management, and Payables Processing. Before that she learned her way around the retail department of the Bank as a full-time teller.
Before her work at Florence, Rebecca held various management roles at large retail stores such as Target, Lowes, and Big Y, to name a few. Her roles provided her with excellent groundwork and experiences that she will use each day at North Brookfield Savings Bank. It was the back-office exposure of how the business runs that truly appealed to Rebecca, it inspired her to return to school and finish her degree to get back into the finance field.
McPhee graduated with her BBA in Accounting from Isenberg School of Management, at UMASS Amherst this past February. She is also in the process of obtaining her Information Technology Degree at Southern New Hampshire University.
McPhee was most recently active as a PTA/PTO member at her daughter’s school, and both her and her husband volunteer annually for VITA (Volunteer Income Tax Associate) preparers.
“NBSB was that first bank I ever used, and my goal in this position is to help the bank continue to grow and thrive so that we will always be the Bank where people want to bank.” Said McPhee, “I am extremely excited to be working with such a motivational group of people; I believe that the Bank has many opportunities ahead and I cannot wait to see what the future holds.”
Julienne Trease, of Belchertown, has been hired to join the residential lending team as a Mortgage Loan Processor
She has continued to work hard and always pushes towards new goals. From her start in banking after high school, she has worked her way up the ladder to where she is today.
Before coming to NBSB, she spent 4 years at Wells Fargo followed by 4 years at CUB Lending, holding the same title at both institutions of Auto Loan Underwriter and Loan Processor.
In her new role, Julie will be responsible for processing and preparing loans for closing, which includes reviewing mortgage loan applications, collateral, necessary home loan disclosures and investigating inconsistencies. She will be working closely with borrowers to ensure all relevant information and necessary documentation is provided to help make the loan experience as easy and seamless as possible.
Trease volunteers annually with Habitat for Humanity, Walk for Warriors and Toys for Tots.
“I am most looking forward to the opportunity of applying my skill set and growing with a reputable community-oriented bank, as well as working alongside a talented team of mortgage lenders who I can learn so much from.” said Mortgage Loan Processor Julie Trease, “I look forward to conquering my new role through various training and online courses, as well as cross training in other departments so that I can begin establishing my long-term professional goals at North Brookfield Savings Bank.”