Summary
Overview
Work History
Education
Skills
Awards
Certification
Timeline
Generic
Carrington Charitable

Carrington Charitable

Palm Bay,FL

Summary

Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Finance Executive

Working Capital Market Place
05.2023 - 06.2024
  • Improved financial reporting accuracy by streamlining processes and implementing automated systems.
  • Negotiated favorable contract terms with vendors and service providers, delivering substantial savings in procurement costs.
  • Oversaw the preparation of accurate monthly, quarterly, and annual financial statements for executive leadership review.

Senior Finance Executive

Madison Parker
05.2019 - 04.2023
  • Improved financial reporting accuracy by streamlining processes and implementing automated systems.
  • Oversaw the preparation of accurate monthly, quarterly, and annual financial statements for executive leadership review.
  • Evaluated investment opportunities with thorough due diligence analysis, increasing portfolio returns while managing risk exposure.

Account Executive/Financial Analyst

Straight Line Source
10.2017 - 04.2019
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
  • Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.

Education

Associate of Applied Science - Business Administration

Suffolk Community College
08.2019

Skills

  • Financial Strategy Development
  • Cash Flow Management
  • Strategic financial planning
  • Working capital management
  • Financial Risk Assessment
  • Investment Portfolio Management
  • Performance monitoring
  • Due diligence
  • Portfolio Management
  • Revenue Growth

Awards

  • Awarded National Academic Achievement (Nassau County)
  • Awarded Leaders of the Year
  • Awarded Ralph Etchepare Award
  • Vice President, Men of the Future
  • Vice President, FCCLA
  • Vice President, Leaders of the Future
  • Vice President, Urban League of Long Island/NGX

Certification

  • Securities Industry Essentials Exam (SIE)- FINRA.

Timeline

Senior Finance Executive

Working Capital Market Place
05.2023 - 06.2024

Senior Finance Executive

Madison Parker
05.2019 - 04.2023

Account Executive/Financial Analyst

Straight Line Source
10.2017 - 04.2019

Associate of Applied Science - Business Administration

Suffolk Community College

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Carrington Charitable