Sentences with phrase «client financial histories»

Perform thorough credit analysis, research client financial histories, and review account client status.

Not exact matches

Fundbox uses a proprietary algorithm to gauge likelihood of repayment, starting with your financial data — including accounts receivables, client financial statements, cash flow and payment history — and moving on to public data such as credit ratings, government information and social media accounts.

The Commonwealth Bank of Australia has confirmed that it lost the personal financial histories of millions of its clients years ago but never informed them about it.

Edward Jones Trust Company works in partnership with each client's local financial advisor to develop customized recommendations based upon personal investment history, risk tolerance and financial objectives.

(The players later sued the financial - services firm UBS, which had encouraged its clients to invest in PayBy Touch, for allegedly withholding information about the company founder's criminal history and drug use.)

Over one - third of CSDC's client schools had no prior operating history, but with CSDC's technical assistance, innovative underwriting and financial support they were able to secure their first leased facility, commence operations, and fulfill their student recruitment and pre-enrollment commitments.

While our clients are like a fingerprint — no two clients are alike in terms of their credit report, goals and financial situation — there are credit history problems that we frequently see with our clients.

These models often take a more holistic view of a client's financial situation and look at things like savings, cash flow, employment history, and earning potential — rather than just focusing narrowly on their credit score.

The financial assessment process includes analyzing such information as the cost of the property taxes and homeowners insurance, the clients» credit history, assets, expenses, and income.

Many of our clients do not have a bank account due to negative history and the Prepaid MasterCard helps reconnect our customers to the financial world.

Many of our clients do not have a bank account due to negative history and our recommended secured credit card helps reconnect our customers to the financial world.

In addition, we survey clients» credit histories, financial goals, and budgets.

Access Auto Insurance does not require any credit checks, which means that its clients can acquire the insurance coverage that they need without having to have the best credit or financial history.

For example, Credit Karma allows users to get free access to their credit rating and credit history (which earlier cost $ 100) and keeps records of all financial products used by the client.

Whenever financial institutions acquire clients that will not have just about any history of credit, they may be incredibly unlikely to supply these people a loan.

The appeal here is the extreme level of detail and integration amongst the various things you can track with the software - the contact database isn't just an email list, it's a comprehensive list of all your contacts including past and present clients, what works are in their possession, their locations, all financial history with each person, etc..

Bath - based Luke has created images for publications such as The Financial Times, Highlife and BBC History, and has worked with clients including Nike and Foot Locker.

A credit report and score can give you a lot of information about your client's financial history.

Throughout our 20 year history, we've been able to achieve substantial financial settlements and verdicts for our clients.

The elite group of just 28 members nationwide were selected on the basis of their national reputation and achievements in litigation support, forensic accounting and business valuation, their history of serving members of the American Academy of Matrimonial Lawyers (AAML) and their clients in complex financial matters during divorce proceedings, and their commitment to integrity in the process.

The company has demonstrated strong financials, reputable history, happy clients and awesome products.

Underwriting is an evaluation of a client's health and medical history, occupation, hobbies, lifestyle, characteristics, and financial status that may affect life expectancy.

A good starting point is the life expectancy calculator at LivingTo100, which can take into account some of the client's health, family history, and other factors to develop a customized estimate (and arguably, a good estimate of life expectancy is relevant for many aspects of a client's financial plan!).

These companies tend only to underwrite clients which have a very sound financial history

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The ban will keep the firm's nearly 17,000 financial advisers from suggesting Bitcoin - related investments and advises against client requests to invest and trade in the cryptocurrency, which has a history of fluctuating wildly despite producing massive gains over the past year.

Enthusiastic, motivated and dynamic Office Assistant with a vast experience in working within an office and performing tasks like managing data, client records and history, preparing financial statements and arranging documents

I also have great analytical skills involving assessing and evaluating financial statements, credit histories and other financial documents that are used to determine the credit worthiness of clients.

Extensive experience in the commercial banking industry with a proven history of fostering memorable and pleasant financial transactions for clients.

Personal Information Jay Bilderback 3435 Fulton Street Parkersburg, WV 26003 (333)-382-7732 [email protected] Date of Birth: May 6, 1979 Place of Birth: WV Citizenship: American Gender: Male Profile Summary • Knowledgeable in Ms Excel • Expert in Accounting • Skilled in financial study and crosschecking • Wide Experience in negotiations with customers / clients • Adept in Spreadsheet Education MS in Finance Management Drexel University, Philadelphia, PA BS in Banking and Finance, 2002 Drexel University, Philadelphia, PA Employment History Personal Banker, 2007 — Present SunTrust Banks, Inc, Atlanta, GA Responsibilities: • Financed clients to have mortgages every time they purchase properties.

-- Evaluated risk, loss history, financial standing on insured businesses — Developed individual testing procedures to analyze specific businesses — Determined procedures, endorsements and general policy content to fit specific businesses — Determined policy premiums, declarations and coverage to complete a policy — Provided customer support for insured company clients, including billing, adjustments, reinstatements, endorsements and cancellations

Proven history of establishing large networks of satisfied clients, creating custom solutions for clients and helping clients to achieve their financial goals.

-- Called on field agents to review applications for client company policies — Assessed risks, ensured proper business classification on applications, reviewed contracts, determined and managed risk, evaluated loss history and financial reports of applicant company — Managed retention on existing policies

Highly Energized and Results - Driven Financial Services Manager with global financial services experience and a solid history of earning respect, rapport, and business commitments, ability to cultivate and foster trusting client relationships and establish a robust pipeline of repeat and referral Financial Services Manager with global financial services experience and a solid history of earning respect, rapport, and business commitments, ability to cultivate and foster trusting client relationships and establish a robust pipeline of repeat and referral financial services experience and a solid history of earning respect, rapport, and business commitments, ability to cultivate and foster trusting client relationships and establish a robust pipeline of repeat and referral business.

Built long - term customer relationships and advised customers... Professional Summary Motivated customer service specialist with over 5 years retail experience in a fast... client relations Work History Financial Center Customer Service Representative 01/2014 to Current Bank of

Demonstrated history of sound financial management for automotive clients, while ensuring high customer satisfaction and a positive company image.

Demonstrated history of successful case development and financial management, while providing high - quality client service.

Demonstrated history of successful financial oversight, while providing high - quality administration and service for employers and clients.

Demonstrated history of successful financial oversight while providing high - quality and effective service for employers and clients.

Demonstrated history of successful financial guidance and service for clients.

with the best Become successful in the field of Real Estate Pass the knowledge on Work History Salon Lead / Manager... g cost Conducted trainings Recruited talent Real Estate Assistant, 01/2004 to 08/2005 A + Realty — ... Skills Administration Advocacy Estate Sales Documentation / Financial & Client Customer Service Case Management

Demonstrated history of successful financial administration and effective strategy implementation, while providing high - quality guidance to clients and management as well as facilitating solid client relations.

In sum, the art of effective Collaborative Divorce advocacy involves a balancing act of helping clients get to a «mutually acceptable durable agreement» that is informed by solid legal advice, the clients» financial realities, as well the parties» personalities and interpersonal history.

There has never been a better time in history for you, the real estate, mortgage, or financial professional, to rise above your competitors and land new clients faster than you ever thought possible.