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Candidate Info
years in workforce
year at this job
Risk Management And Insurance
Senior Account Officer
Managed 22 client relationships, which represented more than $200 million in assets under management.
- Created Business Plan for each client that identified strategies to enhance service and increase plan participation and assets.
- Consulted with clients regarding the application of tax laws legislations.
- Participated on project teams; plan document restatement.
- Conducted client and prospect meetings.
Candidate Info
years in workforce
years at this job
Bachelor of Arts
Master of Arts
Second Vice President/client Account Officer
Managed staff to service and support large corporate pension fund clients. Provided direction to review client account and balance activity for accuracy, transaction correction, reporting delivery. Directed staff activities for cash management, account opening, documentation compilation and training. Supported product areas to negotiate client service changes and delivery timeframes. Monitored client receivables, contributions, and expense payments. Posted transfers and directed investments in private equity and funds. Single point of contact for client matters for all administrative and support management. Conducted staff performance appraisals and administered salary actions.
- 100% client reference quality contributing to sales team new business wins.
- Assembled and managed a dedicated team of professionals to support a dissatisfied franchise client while retaining revenue and enhancing reference quality.
- Established billing templates for client receivables making the client reconciliation process easier to reconcile and make payments quickly.
- Converted large corporate pension clients with significant service issues into extremely satisfied clients.
- Provided staff system training and backup support.
- Enrolled clients in automatic debit of fees; reduced collections by 45 days.
Candidate Info
years in workforce
years at this job
Commerce
Business Management
Account Officer - Assistant Vice President
Assistant Vice President/Relationship Manager-Corporate Banking
- Managed and built relationships for large institutional clients to delivery quality service covering a wide range of products and services.
- Generated more than PHP25.0 Million (US$ 0.5Million) in income from Accounts handled
- Increased Cash Management Services by 50%, thereby increasing Deposit Levels maintained by the SMC Group making UCPB its Main Depository Bank with AUM of PHP1.0 Billion (US$20 Million)
- Created, developed, Launched, and Managed Trust Products and Services
- Conducted Process Re-Engineering, employee trainings, and developed marketing materials
Candidate Info
years in workforce
years at this job
Electronics And Communications Engineering
Account Officer
Handled client from different industries such as (manufacturing, transportation and logistics, retail, telecoms, healthcare and government agencies).
- Conducted product presentation and feasibility study.
- Prepared proposal to client products that are suitable to their needs.
- Coordinated time table for implementation of project to different departments such as (engineering, software developer and logistics).
- Proposed Maintenance Contract to the clients that are under my account.
Candidate Info
years in workforce
years at this job
Marketing Program
Account Officer
- Owned client satisfaction for 20 client relationships, exceeding 60,000 participants and $2.6B in assets.
- Cross-sold products and services resulting in increased productivity and profitability.
- Key role in new business expansion efforts for region.
- Consistently received top box scores on annual client surveys as a result of strong client relationships.
- Managed and negotiated internal and external client expectations.
- Managed performance, coached and developed team of ten account administrators.
Candidate Info
years in workforce
years at this job
Accounting
Account Officer
Primary point of contact in operations support for bankers and delivered value added services for premier clients (net worth $10-$25 million).
- Produced value added reports for management that captured client portfolio holdings, client fees, and A/R. (via Excel)
- Provided bank statement reconciliation analysis, discovering fees owed increasing bottom line. (via Excel reports)
- Managed database account segmentation project on the consolidating merger overlap executing firm efficiencies eliminating waste.
Candidate Info
years in workforce
years at this job
Business Administration
Business Administration
Student Account Officer
Reconciled student accounts and applied approved funds and charges, performed daily account audits, and requested refunds as appropriate.
- Advised students on the status of their financial accounts including cash payment status, past due balances, initiated account collections, and general student consultations.
- Prepared and distributed weekly and monthly retail revenue reports and an accounting of all business office financial transactions to the corporate Controller.
- Processed all withdrawing student Change in Status requests received from the register's office.
- Audited Title IV funding disbursements totaling approximately $2 to $3 million dollars quarterly ($12-$15 million dollars annually), and applied payments to student accounts according to campus and federal regulations.
Candidate Info
years in workforce
years at this job
Industrial Engineering
Finance
Coordinator Account Officer
Proposed annual Business Plan comprised of projected business area asset and profit growth, potential market and risks of industries.
- Managed, directed, and coordinated activities to implement company policies, procedures, and practices concerning underwriting, the issuance and extensions of loans.
- Expanded branch business area credit portfolio by 30% from 2005 to 2006.
- Reduced organizational risk by reducing NPL to less than 2% through the evaluation of past due loans, the active collection on major accounts and the restructuring of bad debts as needed.
Candidate Info
years in workforce
year at this job
Accounting
Finance
Account Officer
Analyzed previous business day cash flows, generated reports and delivered to management.
- Analyzed every transaction and calculated the amount of commission for the firm.
- Calculated the daily Profit & Loss of each investment tool the firm owns.
- Calculated the Buy/Sell Price of bonds and stocks to avoid potential losses.
- Completed amortization of the firm portfolio for every bond owned by the firm.
- Updated auxiliaries daily and overall balance monthly.
- Assisted with assignments as requests by the Account Manager, and other Executives.
- Supervised and trained Account Officer.
Candidate Info
years in workforce
years at this job
Commerce
Commerce
Account Officer
In charge of monthly accounting reports for projects in collaboration with General Accountant of the organization
- Collected and carefully reviewed all reports to ensure accuracy
- Confirmed that accounting and budget codes were accurate and all supporting documents were attached with bills and invoices
- Assured that cash handling, cash transfers, change operations, and other financial transactions were correctly recorded in company cash books
- Responsible for calculating, coding, and stamping all invoices and payments prior to final approval by Regional Director
Candidate Info
years in workforce
years at this job
Bachelor of Arts
Account Officer
Provided accurate account information, quotes, technical support & banking services
- Assisted compliance department in determining corrective actions for discrepancies & fraud
- Processed equity/option trades & other account transactions
- Resolved customer service & technical issues on company website
- Answered 60-80 calls daily regarding basic operational procedures for existing clients
- Monitored client cash balances, incoming/outgoing wires & individual securities
Candidate Info
years in workforce
year at this job
Accounting And Finance
Accounting & Cpa
Account Officer
Developed financial statements and periodic reports to facilitate cost control by management.
- Reviewed bank reconciliation, revenue and expense account and oversaw fixed asset management needed to develop company's financial statements.
- Facilitated migration of company's data management system from manual calculation to VBA database that significantly saved over $1,000,000 every year.
- Reviewed and prepared annual internal and external auditing schedules; coordinates audit activities that increased company's confidence in financial statement.
Candidate Info
years in workforce
years at this job
Economics
Finance, Management Of Technology & Operations
Account Officer
- Underwrote $500MM in senior, mezzanine and structured commercial real estate loans
- Independently managed several multimillion dollar accounts
- Developed financial proforma models used to accelerate quantitative analysis of new financing requests, test borrowers’ performance expectations and clarify lender risk
- Provided market research, valuation and financial statement analysis for 25 transactions involving office, hotel/casino, multifamily, condominium, construction, self-storage, land, public companies and/or REITs
- Produced credit analysis reports used to satisfy federal reporting and reserve requirements
- Reviewed draws for construction loans and revolving credit facilities
Candidate Info
years in workforce
years at this job
Cultural Studies
International Language Studies
Liberal Arts
Account Officer
- Maintained monthly customer accounts of 500 and reconciled account balances up to $80,000.
- Coordinated customer account billings, overdue balances, collections and settlements; researched high balance delinquencies and generated formal design of debt reduction strategies
- Monitored account performance statistics and auto-debit accounts
- Collaborated with mortgage institutions on securitization accounts, loan approvals, and refinancing of personal capital
Candidate Info
year in workforce
year at this job
Business
Dipolma
Account Officer
- Managed high volume of telephone calls from existing and potential customers in a call center setting.
- Responded to and resolved customer questions and problems utilizing all available tools.
- Transacted trades on a daily basis, this included trades for stocks and options. In order to make certain that industry rules and regulations were followed, calculated buying power for margin accounts, day-trading buying power for online traders and ensured accounts held the appropriate clearance while working in the Electronic Brokerage Services department.
- Resolved trade-related issues and aided the firm in avoiding trade violations.
- Reviewed and processed paperwork for new accounts in the Operations Department.
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