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Trumbull, CT
... ● Facilitated customer transactions, including deposits, withdrawals, wire transfers, credit card and loan applications or payments. ● Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes, adding ...
- May 07
Bronx, NY, 10469
... Developed, deployed, and maintained a multi-vendor pension loan repayment system based on Automated Clearing House services provided by Wells Fargo. The application was written in Java and used MyBatis as the persistence framework and Flatworm to ...
- Apr 29
Stratford Downtown, CT
... e Responsible for shipping appropriate loan documents to investor for p e Track collection and submission for all documents. Receptionists e Answered phones, handled mail, and greeted visitors. e Responded to emails and fax inquiries. e Drafted ...
- Apr 28
Hauppauge, NY, 11788
... KOTELAM Loan Officer February 2012 - March 2013 (1 year 2 months) Port-au-Prince, Haiti • Advises clients about the risks, consequences, and benefits of alternative lending solutions; • Develops loan applications by evaluating applicant information ...
- Apr 25
Hauppauge, NY
... The department was comprised of approximately fifty (50) employees, and included the settlements, reorganization, dividend, buy-in, and stock loan departments. Member of various internal committees and focus groups. WEISS, PECK & GREER LLC New York, ...
- Apr 25
Syosset, NY
... of America (PACA) • Raised financing from private investors to acquire the business and aid in expansion • Managed day to day loan commitments with our asset-based lender • Managed executive team and hired and terminated personnel as needed • ...
- Apr 24
Bronx, NY
... RECENT WORK EXPERIENCE: Independent Finance COO- T SQUARED CAPITAL PARTNERS New York, New York SELF EMPLOYED COMMERCIAL LOAN CONSULTANTS October 2017 - Present ●Advised, sold, and financed a real estate portfolio valued above $100MM ●Finance over ...
- Apr 05
Bronx, NY
... ● ASSISTED WITH CUSTOMER TRANSACTIONS, INCLUDING DEPOSITS, WITHDRAWALS, AND ACCOUNT INQUIRIES ● CONDUCTED RESEARCH AND ANALYSIS TO SUPPORT LOAN OFFICERS IN EVALUATING CREDITWORTHINESS OF LOAN APPLICANTS ● PARTICIPATED IN TEAM MEETINGS TO DISCUSS ...
- Mar 30
Hempstead, NY, 11550
... of Financial Aid Utilized EDExpress/ EDConnect to create student budgets and financial aid packages Determined Federal Stafford Loan and Federal Grant amounts Assisted students with completing manual and online FAFSA forms October 2003 – August 2004 ...
- Mar 26
Nesconset, NY
... Oversaw quarterly bank field exams and ensured compliance with bank loan covenants. Devised a 13-week cash forecasting model to enhance financial visibility. Recruited, trained, and integrated an efficient accounting team, replacing temporary and ...
- Mar 14