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Finance Specialist

Location:
Port Washington, NY
Salary:
75000
Posted:
January 22, 2021

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Resume:

Education

St. John’s University **/**** -**/ ****

BA- Risk Management

Work Experience

Great Neck Car Buyers and Sellers Inc., New York, NY 03/2017 - present

Business Development Coordinator / Compliance Officer

•Works on compliance related issues.

•Develops a system for Risk Management for the dealership and helped develop new business techniques.

•Works on the sales force and retained business relationships.

•Manages the advertising and marketing team.

Finance Specialist

•Analyzes credit and necessary terms to achieve bank approvals.

•Works with credit analysts to qualify customers.

J.P. Morgan Chase, New York, NY 06/2016 - 09/2016

DMO, Markets Trading Document Specialist : Analyst

•Assigned work in database for the US team depending on availability.

•Transferred information from documentation sent by legal into DOX system and provided feedback based on missing/incorrect information.

•Maintained a spreadsheet on the amount of completed work done by the Americas team for senior management.

•Work collaboratively on moving the Wholesale Loans Operations department to NY from Chicago.

J.P. Morgan Chase, New York, NY 07/2012 - 05/2016

Smart Start Intern: Rotational Analyst

•Assisted in research for portfolio analysis and used Bloomberg terminal for client inquiry.

•Provided data analytics to the team for client earnings and projected earnings.

•In charge of daily reports to the team which provided an outlook on client information and earnings.

•Analyzed data from the IT Audit department and maintained spreadsheets relating to the data.

•Created performance decks of the audit department and presented to senior management.

•Built a Standard Information Repository for the IT Audit department to house information from different databases and provide an easy to read input for audit information.

•Maintained and corrected documentation from investment bank before the legal approval to be sent to the client.

•Interacted with senior management for approvals and signatures on legal documentation.

•Assisted in legal research and provided data analysis on legal documentation.

•Played a major role in the inception of Small Business Banking in Chase (retail) from its previous residence in Business Banking.

•Research and development for the creation of the new role and incorporate a different perspective on the Small Business aspect of the bank.

•Maintained spreadsheets as well as analyzed data for process improvement.

Skills

●Proficient in Microsoft Office

●Proficient in Financial systems such as DOX, Markets, Bloomberg, and Customer Assist

●Conversational Spanish

●Proficient in Dealer Track, Dealer Socket, Dealer Plate and Dealer Centric



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