Rahil Rashid
North Hills,CA
Overview
4
4
years of professional experience
Work History
Broker Assistant
Private Money Lenders
06.2022 - 07.2023
- Effectively engaged in cold-calling potential clients, resulting in more successful mortgage deals for the broker.
- Conferred with customers to assess market fluctuations and correct account problems.
- Input transfer data into the system and manually updated accounting and certificate records.
- Processed and verified all new account applications and documents.
Financial Aid Representative
University Of California
09.2019 - 06.2020
- Provide financial aid information via telephone, email, and in-person to students, parents, and staff while coordinating with officers and specialists to resolve issues and process different tax files.
- Reviewing and verifying student financial aid documents, including tax returns, income statements, and other required documentation, to ensure compliance with regulations and guidelines.
- Established presentations and documentation for distribution to current and prospective students.
Education
Master of Science - Financial Analytics
California State University - Long Beach
Long Beach, CA07.2023
Bachelor of Arts - Business Managerial Economics
University of California, Santa Cruz
Santa Cruz, CA06.2022
Additional Information
CSULB Financial Management Association
- Member, August 2022 - Present
UCSC Business Economics Academia
- Member, September 2020 - Present
Skills & Interests
- Technical Skills: Microsoft Office Suite, Bloomberg Terminal, Quickbooks
- Bilingual: English (Fluent) and Bengali (Conversational)
- Interests: Powerlifting, Animal Fostering, Traveling, Cooking
Timeline
Broker Assistant
Private Money Lenders
06.2022 - 07.2023
Financial Aid Representative
University Of California
09.2019 - 06.2020
Master of Science - Financial Analytics
California State University - Long Beach
Bachelor of Arts - Business Managerial Economics
University of California, Santa Cruz
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