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senior account officer

  • Created monthly PowerPoint presentations illustrating business performance and goals. 
  • Coordinated  with underwriters, lenders, loan managers and secularization teams to manage portfolios. 
  •  Interviewed an average of 60 loan applicants per month.  
  • Analyzed applicants’ financial status, credit and property evaluation to determine feasibility of granting loan. 
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account officer

  •  Educated customers on the variety of loan products and available credit options. 
  • Effectively managed more than 320 client relationships.Monitored and analyzed Key Performance Indicators (KPI) and financial ratios. 
  •  Reconciled bank statements to clients’ books and prepared financial statements from client documents. 
  •  Conducted periodic risk analysis and evaluation for Provision for Loan Loss (PLL). 
  •  Supported the accounting department during monthly closings. 
  •  Developed financial analysis reports and presentations by applying acquired financial principle.