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Service Associate Financial

Location:
Brooklyn, NY
Salary:
50,000
Posted:
November 10, 2023

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Resume:

Ashley Wingate

Yonkers, NY *****914-***-****●ad00uu@r.postjobfree.com

Education

Fordham University, Bronx, NY.

GPA: 3.4.

Westchester Community College

Associates in Paralegal Studies December 2020

GPA 3.6 Deans List Academic Achievement

Experience

New York Community Bank Yonkers, Ny

Financial Service Associate December 2019 - 2022.

●Assisting in Transactional documents including purchase and sale agreements, credit agreements, and verifying ancillary documents.

●Adding Beneficiaries, Power of Attorneys, and reviewing necessary documents.

● Perform Scanning Documentation to legal departments for legal purposes, and maintaining legal files.

●Prepare paperwork, collecting documentation and follow up to ensure clients’ benefits were obtained.

●Analyze and resolve customer complaints to ensure good service.

●Maintain ongoing conversation with clients to demonstrate safety and protocol procedures.

●Carefully prepare Excel for Branch Totals.

Citibank Scarsdale, New York 2018- 2019

●Assisting in Transactional documents including purchase and sale agreements, credit agreements, and verifying ancillary documents.

●Adding Beneficiaries, Power of Attorneys, and reviewing necessary documents.

● Perform Scanning Documentation to legal departments for legal purposes, and maintaining legal files.

●Prepare paperwork, collecting documentation and follow up to ensure clients’ benefits were obtained.

●Analyze and resolve customer complaints to ensure good service.

●Maintain ongoing conversation with clients to demonstrate safety and protocol procedures.

●Carefully prepare Excel for Branch Totals.

Skills

·Fluent in Conversational Spanish, Intermediate reading and writing.

●Proficient in Microsoft applications (Word, Excel, PowerPoint, LexisNexis) and Canvas.



Contact this candidate