Mostafa Seifi
Irvine,CA
Summary
Proven track record in enhancing financial processes and customer satisfaction at Bank, leveraging expertise in bank reconciliation and exceptional attention to detail. Spearheaded initiatives reducing accounting discrepancies and streamlined mortgage application processes, achieving faster approvals. Excelled in fostering client trust through superior service and communication.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial & Accounting Assistant
Bank
2016.02 - 2022.12
- Supported continuous improvement initiatives by identifying areas for process optimization within the accounting department.
- Reduced accounting discrepancies by meticulously reconciling bank statements and credit card transactions on a monthly basis.
- Participated in annual audit activities by providing requested information to auditors promptly and accurately.
- Conducted thorough research on industry trends to enhance understanding of best practices within the financial accounting field.
- Enhanced internal controls by assisting in the development and implementation of new policies and procedures.
- Collaborated with cross-functional teams to ensure compliance with all relevant financial regulations and standards.
Personal & Mortgage Banker
Bank
2010.01 - 2016.01
- Worked with underwriters to fix application problems and resolve issues.
- Evaluated client financial positions and identified most appropriate banking products.
- Streamlined application processes for faster approvals, ensuring timely closings on mortgage loans.
- Continuously monitored market conditions to identify potential changes impacting borrower eligibility or lending policies.
- Assisted clients in understanding the mortgage process, addressing concerns, and making informed decisions.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Teller
Bank
2005.11 - 2010.01
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Educated customers on use of banking website and mobile apps.
- Handled various accounting transactions.
Education
Bachelor of Arts - Accounting
UCLA
Los Angeles, CA01.2026
Master of Science - Financial Management
Azad University
Iran01.2016
Bachelor of Science - Accounting
Azad University
Iran07.2007
Skills
- Bank Reconciliation
- Microsoft Excel expertise
- Invoice Processing
- Microsoft Excel
- Cash Management
- Detailed-oriented
- Accounts Payable
- Accounts receivable management
- Accounting Principles
- Time Management
- Attention to Detail
- Microsoft Office
Certification
- CA Life Insurance License - 2024
Languages
English
Professional Working
Persian
Native or Bilingual
Timeline
Financial & Accounting Assistant
Bank
2016.02 - 2022.12
Personal & Mortgage Banker
Bank
2010.01 - 2016.01
Teller
Bank
2005.11 - 2010.01
Bachelor of Arts - Accounting
UCLA
Master of Science - Financial Management
Azad University
Bachelor of Science - Accounting
Azad University
- CA Life Insurance License - 2024
Similar Profiles
Jessi LaJessi La
Magnae at BankMagnae at Bank
BALA YARRAMASUBALA YARRAMASU
QA Automation Engineer at BankQA Automation Engineer at Bank
MAGDALINE AYEM EYONGESIMAGDALINE AYEM EYONGESI
Intern at BankIntern at Bank