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Banking Analyst Investment

Location:
Hackettstown, NJ, 07840
Salary:
20 per hour
Posted:
October 11, 2021

Contact this candidate

Resume:

CLARA T ESPITIA

Hope NJ *****

908-***-****

adozzy@r.postjobfree.com

OVERVIEW

Self-motivated, trilingual, people-and numbers-oriented financial/banking analyst with strong academic and “real world” training, seeks new opportunities to contribute to the growth of a success-directed organization.

SKILLS, STRENGTHS, TALENTS

Fluent in English, Spanish and Italian

Computer/Software literate; high level of competency

Works well independently and as a team player

Relates well with co-workers, customers and all levels of management

Solid work habits, problem solving skills, attentive to details

Ethical, honest, responsible, patient, dedicated

EDUCATION

Bachelor’s Degree in Business Administration June 1993

Universidad Colegio Mayor de Nuestra Senora del Rosario, Bogota, Colombia, South America

Entity courses and seminars at Harvard University School Business and major financial institutions:

Credit and Collections, Financial analysis, Financial project evaluation, Evaluation of the economic variable market, Financial strategies for the economy, Creation of new companies, Merchandising and advance policy, Monetary theory and policy, Macroeconomics models, Inflation adjustment in the economy

WORK HISTORY (20 YEARS EXPERIENCE)

Customer Service/Gatekeeper/Call Center/Claims/Bilingual/Sales

AUTOMANN: Bilingual CSR Exports October 2018-Present

NJ211/CONNECTIVE RX/TMP DIRECT /FIRSTMCO June 2016 – January 2018

Handled an average of 50 inbound calls each day and 110 outbound sales calls a day, providing one-call resolution to customer problems and inquiries Strengthened customer loyalty by providing friendly, efficient and effective service Consistently achieved a 96% customer satisfaction rating Quickly and accurately logged information from each call into database .WC Intake Bilingual Rep.

Translator Spanish/English, Administrative Assistant, Receptionist, Claims,

SASCO Insurance Services:Hackettstown, NJ (Sept 2009, May 2016)

Answer incoming telephone calls and represent SASCO with a professional, welcoming disposition.

Cheerfully greet and assist visitors.

Enter data, process documents and reports using Insurance management software.

Enter data and process information using MS Excel, Word, and Applied Systems.

Open, process, and distribute incoming mail; ensure outgoing mail is staged for pick up.

Print proposal, make copies, scan documents and Insurance Documents.

File and archive a variety of documents and correspondence in both digital and hard copy formats.

Assist Producer in preparation of proposal documents, against deadline.

Translate from English to Spanish insurance proposals and letters prepared by others .

INTERNATIONAL EXPERIENCE

·Corporacion Financiera de Boyaca, Bogota, Colombia, S.A. (April 1993- Jan 1998)

Credit and Investment Analyst

Technical assessment of loans for national and foreign companies (USD $1 – USD $5 million)

Evaluation of Investment Projects Analysis of the financial statements from companies under study in order to project firm’s future operating potential.

·Banco Sudameris, Bogota, Colombia, S.A. ( June 1992- March 1993)

Stagierie

Professional training in all major areas and divisions of the bank.

·Universidad Colegio Mayor de Nuestra Senora del Rosario, Bogota, Colombia, S.A. Administrative Assistant

Job granted by the university’s Dean based on academic merit of applicant.

REFERENCES

Rose Leopardi 908-***-****

Rich Czermark 908-***-****

Betty Gallo 973-***-****



Contact this candidate