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Skills

  • Know Your Customer (KYC) verification
  • Moody's KMV CreditEdge
  • Anti-Money Laundering (AML) software utilization ServiceNow
  • Extensive knowledge of SEC regulations
  • Cross-selling expertise
  • Effective use of transaction monitoring tools (e.g., Adobe Creative Suite)
  • Stocks and bonds
  • Event planning and coordination
  • New business opportunities
  • Database management

Work Experiences

  • Worked extensively with current and potential small businesses to understand their needs before proposing specific solutions.
  • Achieved conversions.
  • Analyzed market competition for local loan products.
  • Authored and implemented a comprehensive ServiceNow training program that increased proficiency across staff by 35% within one year.
  • Collaborated with realtors and brokers to secure favorable lending rates, improving customer retention rates by 59%.
  • Collaborated with the marketing department.
  • Received a regional branch recognition award for outstanding customer service.
  • Achieved 56% in cost reductions.
  • Achieved results in the first one year.
  • Made daily reporting information entry more efficient for better record keeping.

Summaries

  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Banking and Financial Services Professional pays attention and is well-educated in cross-functional collaboration and process improvement.
  • Empowering and receptive leader with a knack for boosting team morale and coordinating tasks and schedules to maximize the team's strengths.
  • Adept at training junior staff in loan processing.
  • HubSpot and Workday are two areas in which I excel.
  • Accomplished in reviewing and improving underwriting policies, cutting approval times from two years to one year without compromising credit risk management integrity.
  • Extensive experience advising on financial planning and reviewing loan applications.
  • Adept at identifying market trends.
  • Fantastic mathematical abilities with a track record of precision.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.

Accomplishments

  • Identified key bottlenecks in supply chain processes, reducing operational lead times by 38%.
  • Facilitated the successful transition of clients to digital channels, increasing remote interactions by 52%.
  • Initiated a review of procurement processes, generating savings of $12 annually through better supplier management.
  • Assisted in preparing cash-flow projections for the next standard, providing strategic input and improving liquidity management.
  • Developed targeted AML programs for international clients in the Northeast, leading to 85% less regulatory scrutiny and 15% increase in client retention.
  • Created and executed a client onboarding plan that decreased dropout rates during pre-qualification by 79%.
  • Achieved successful IPO for Cedar Works.
  • Built out a referral network consisting of local attorneys, accountants, and real estate agents, growing lead funnel by 72%.
  • Navigated complex market conditions and regulatory changes effectively, contributing to a stability enhancement in the mortgage portfolio by 71%.
  • Mentored and developed junior accountants, improving their performance and accuracy in reporting by 47%.

Affiliations

  • International Bar Association (IBA) – Financial Crime Division
  • Bank Administration Institute (BAI)
  • Commercial and Residential Lending Association (CRLA)
  • Certified Revenue Growth Professional (CRGP)
  • International City/County Management Association (ICMA)
  • Administrative Professionals Conference (APC)
  • Certified Financial Analyst (CFA) Institute – Candidate Member
  • Association of Chartered Certified Accountants (ACCA)
  • National Association of Business Owners & Entrepreneurs
  • Attendee, International Banking Education Series (IBES) 2016

Certifications

  • Certified Accounts Payable Professional (CAPP)
  • Risk Management Professional Certification (PMI-RMP)
  • Certified Information Systems Auditor (CISA) - Harbor & Co.
  • Leadership Development Certificate by Summit Group
  • AML Foundations Certification Program by Harbor & Co.
  • Advanced Financial Analysis & Modeling Certification
  • NMLS Federal Registry and State Licensing - Atlanta 2016
  • Certified Conflict Resolution Leader (CCRL) – Brightline
  • Certified Fraud Examiner (CFE)
  • Certified Reverse Mortgage Professional (CRMP) - Beacon Labs

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