Alexa De Leon Bocanegra

Responsible for checking in guests, reconciling financial records, and ensuring accuracy in nightly audits while addressing guest and operational concerns

• Supervision over nightly audits by authorizing credit authorizations, reviewing transactions, and preparing financial reports for over 400 rooms
• Process payments, update reservations, and coordinate with security and maintenance to resolve late-night issues

Manage approximately 35 incoming calls, emails and faxes per day from customers, including appointment scheduling and educating clients on the tax filing process

• Greet clients and organize documents to align with the working styles of various tax professionals
• Process payments and handle confidential tax documents, ensuring compliance with company policies
• Review financial data and accurately enter information into tax software and databases

Built strong relationships with lending partners to enhance compliance and operational efficiency while conducting market research to support loan decision-making

• Worked jointly with loan officers to determine competitive rates based on clients' financial circumstances
• Observed meetings between credit and loan officers to understand financing strategies for various projects
• Assisted in land appraisals and site visits to assess property conditions and ensure compliance with existing land loans

Gained hands-on experience in portfolio strategy, cross-functional collaboration, and investment analysis to support asset management decisions

• Rotated between relationship strategists, analysts, and advisors to understand financial modeling, forecasting, and reporting portfolio strategies
• Participated in meetings with internal banking partners to integrate financial products and optimize client solutions for accounts with over $1M assets
• Collaborated on a pitch project as a banking advisor, analyzing holistic financial data to develop strategic recommendations