Performance-focused, detail-oriented, and multifaceted professional, with hands-on experience and proven abilities in administering financial and management reporting operations within financial institutions. Equipped with strong analytical skills in gathering and utilizing financial data to develop sound recommendations and deliver positive results in various business functions. Armed with excellent communication and interpersonal skills in cultivating productive working relationships with professionals of all levels. Proficient with Microsoft Office Suite, SAS, Jack Henry Systems, and EViews.
Assessed the creditworthiness of current and potential clients through application and interview
Demonstrated industry knowledge in providing financial counseling to clients.
Rendered supervision to front-line employees and fulfill key tasks for Loan, Compliance, and IT Steering committees
Designed and executed debt-repayment plans in line with the needs of the bank as well as clients
Took charge of processing disbursement funds on behalf of the bank.
Proficiently utilized financial analysis software to measure the current and future financial standing of individuals with high net worth in relation to standard clientele.
Conducted routine website maintenance and system wide updates, as a systems administrator.
Examined and processed complex check deposits for brokerage operations
Ensured accurate record of cash by auditing previous day deposits, as part of a special Project Team.
Communicated with branch representatives to guarantee timely processing and compliance of deposits with corporate procedures toward meet client satisfactions.
Facilitated training for new employees on company methodology and best practices.
Organized meetings with personal clients to identify what products could be best utilized for clients’ needs.
Provided guidance to coworkers during meetings with business clientele.