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.
- 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.