Professionally driven individual with experience in both investing and lending, looking to use my skills to transition into an accounting focused position and further my career in the financial industry.
Overview
2
2
years of professional experience
Work History
Account Manager
Third Federal Savings and Loan
07.2022 - Current
Opened and managed client IRAs, savings, and investment accounts with accurate data entry and records.
Provided financial advice and support to clients, ensuring their understanding of products and services.
Ensured all financial transactions comply with legal and regulatory standards.
Loan Officer
Third Federal Savings and Loan
12.2022 - Current
Originated, reviewed, processed, and closed customer loan applications.
Assisted clients in understanding loan terms and conditions to make informed decisions.
Conducted credit analysis to minimize risk for Third Federal.