CV Profile No.24599

Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports. Substantiates financial transactions by auditing documents. Maintains accounting controls by preparing and recommending policies and procedures. Guides accounting clerical staff by coordinating activities and answering questions. Reconciles financial discrepancies by collecting and analyzing account information. Secures financial information by completing data base backups. Maintains financial security by following internal controls. Prepares payments by verifying documentation, and requesting disbursements. Answers accounting procedure questions by researching and interpreting accounting policy and regulations. Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions. Prepares special financial reports by collecting, analyzing, and summarizing account information and trends. Maintains customer confidence and protects operations by keeping financial information confidential. Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. Accomplishes the result by performing the duty. Contributes to team effort by accomplishing related results as needed.

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Provide technical advice for the development of viable projects; Analyze credit application files and preparing the summary of records observations for the credit committee; Present and defend the credit application files to the credit committee; Make a daily report to his superior results in customer services; Maintain regular good quality of the loan portfolio; Track the status of reimbursement of the Branch and credit report each month with a monthly summary

Serves customers by selling products and meeting customer needs. Services existing accounts, obtains orders, and establishes new accounts by planning and organizing daily work schedule to call on existing or potential sales outlets and other trade factors. Generates and processes new sales leads as necessary. Answers phone calls from customers and deals with problems as they arise. Takes sales information and puts it into an easily readable format. Follows up with customers to make sure that they are satisfied with a particular product.