Not exact matches
«We're part
of a community
of companies that is helping [immigrant] customers
understand the landscape
of financial services» in the U.S., said Raul Vazquez, chief executive
of Oportun.
«CognitiveScale's industry optimized AI solutions help
financial services companies understand the stated and unstated intentions of their customers, as well as improve their own business process intelligence, reduce costs and risk,» said Janet Lewis, Vice President, Microsoft Financial Services at Microsoft Corp. «Infusing applications with this type of insight and intelligence at any point in time results in a democratization of AI to the benefit of every person and organizatio
financial services companies understand the stated and unstated intentions of their customers, as well as improve their own business process intelligence, reduce costs and risk,» said Janet Lewis, Vice President, Microsoft Financial Services at Microsoft Corp. «Infusing applications with this type of insight and intelligence at any point in time results in a democratization of AI to the benefit of every person and organization
services companies understand the stated and unstated intentions
of their customers, as well as improve their own business process intelligence, reduce costs and risk,» said Janet Lewis, Vice President, Microsoft
Financial Services at Microsoft Corp. «Infusing applications with this type of insight and intelligence at any point in time results in a democratization of AI to the benefit of every person and organizatio
Financial Services at Microsoft Corp. «Infusing applications with this type of insight and intelligence at any point in time results in a democratization of AI to the benefit of every person and organization
Services at Microsoft Corp. «Infusing applications with this type
of insight and intelligence at any point in time results in a democratization
of AI to the benefit
of every person and organization.»
You have to
understand that the
company that provides this type
of financial service needs to protect themselves.
because you were not born to be a loser i want you to
understand the fact that we give out long term and short time loans what are you waiting for asap why don't you try Mr. Anthony Lucas Loan home and be free from debts Our
company has recorded a lot
of breakthroughs in the provision
of first class
financial services to our clients, especially in the area
of Loan syndication and capital provision for individuals and
companies.
Our clients range from biomedical device inventors to
financial services firms to manufacturing
companies, so we
understand the needs
of a variety
of industries.
When considering the
services of using any life insurance
company, it is vital that you research and
understand the
financial strength
of the
company.
A Memorandum
of Understanding for cooperation in the bitcoin and blockchain sector between the two
companies may boost the popularity
of the cryptocurrency and help to establish new
financial services.
Customer
Service Representative 1/1/2009 — 1/1/2011 Helplife Financial — Augusta, GA Provided exceptional customer service by helping clients to understand policy options and choose the ideal plan for their needs Stayed abreast of emerging trends, policies and best practices Implemented a new measuring tool for tracking client progression, which was utilized throughout the company Addressed client issues quickly and developed strong client relationships Garnered new clientele through referrals Registered and maintained client data in company s
Service Representative 1/1/2009 — 1/1/2011 Helplife
Financial — Augusta, GA Provided exceptional customer
service by helping clients to understand policy options and choose the ideal plan for their needs Stayed abreast of emerging trends, policies and best practices Implemented a new measuring tool for tracking client progression, which was utilized throughout the company Addressed client issues quickly and developed strong client relationships Garnered new clientele through referrals Registered and maintained client data in company s
service by helping clients to
understand policy options and choose the ideal plan for their needs Stayed abreast
of emerging trends, policies and best practices Implemented a new measuring tool for tracking client progression, which was utilized throughout the
company Addressed client issues quickly and developed strong client relationships Garnered new clientele through referrals Registered and maintained client data in
company software
Software Development Lead — Hightower
Financial Services, Portland, OR — 5/2012 — Present • Serve as the team lead for group
of six developers tasked with updating current corporate programs as well as creating new applications to help improve operations • Meet with ops directors and department managers on a regular basis to
understand the challenges employees encounter in their daily workflow to determine where new opportunities for development may be • Coordinate with supervisors and their staff members to map out current processes and create re-engineering proposals to be shared with executive team • Manage the development
of new applications, along with the testing
of beta - version programs to help develop final - version programs prior to rollout dates • Received recognition by
company management (along with team members) for role in developing software solutions that have contributed to net increase
of 42 percent in
company - wide productivity
Understanding that your
company genuinely champions provision
of financial services in Stockton, I would like to become part
of it in an accounting coordinator role.
SUMMARY
OF QUALIFICATIONS * Maintain comprehensive understanding of a company's objectives, resulting in the ability to select appropriate contractors * Direct strategic sourcing initiatives, securing services and commodities at competitive prices to meet the company's financial goals * Expert at developing and managing business alliances with key domestic and international suppliers * Skilled at negotiating contracts with.
OF QUALIFICATIONS * Maintain comprehensive
understanding of a company's objectives, resulting in the ability to select appropriate contractors * Direct strategic sourcing initiatives, securing services and commodities at competitive prices to meet the company's financial goals * Expert at developing and managing business alliances with key domestic and international suppliers * Skilled at negotiating contracts with.
of a
company's objectives, resulting in the ability to select appropriate contractors * Direct strategic sourcing initiatives, securing
services and commodities at competitive prices to meet the
company's
financial goals * Expert at developing and managing business alliances with key domestic and international suppliers * Skilled at negotiating contracts with...
CORE COMPETENCIES To obtain a position within the
financial services industry whereby my knowledge
of capital markets, risk assessment, borrower creditworthiness and full
understanding of debt vehicles can be utilized to accomplish
company goals.
Professional Experience TIAA - CREF (New York, NY) 3/2006 — 7/2010 Institutional Client Relationship Manager • Administered retirement plan benefits ensuring accurate, timely, and legally compliant operations • Hired, trained, and supervised junior
financial services staff • Proficient in interpretation and application
of IRS, ERISA, and related regulatory schemes • Created and implemented client training program to ensure
understanding of company products • Assisted external auditors guaranteeing comprehensive and accurate analysis
of business health • Prepared and presented annual benefits report to CFO, senior leadership, and benefits staff • Represented
company at industry events, product demonstrations, and annual benefit fairs • Provided exceptional customer
service resulting in client satisfaction and repeat business
Sales Manager — Duties & Responsibilities Provide operational support across a wide variety
of industries Responsible for product inventory, pricing, sales, and logistics Oversee
company financials through QuickBooks and Point
of Sale Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and
services Interact with support staff and
company resources effectively to create the best consumer experience Conduct buying operations to locate and secure quality materials at affordable prices Negotiate and execute contracts with C - Level decision makers Train staff ensuring they
understand the brand and adhere to
company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Plan and execute successful special events including grand openings, graduations, etc.. Provide administrative assistance including phones, data entry, and reception as needed Perform legal research assisting attorneys with varied caseloads Represent
company brand with poise, integrity, and positivity
Medical Billing Specialist — Duties & Responsibilities Manage medical billing, coding, and customer
service operation for industry leading corporations Develop extensive experience with all major medical insurance providers Provide exceptional customer
service resulting in 100 % client satisfaction rating Maximize reimbursements and minimize costs through effective management Serve as member
of Rate Book Committee overseeing 80,000 outpatient third party accounts Recruit, hire, and train staff ensuring
understanding of company brand, policies, and procedures Responsible for $ 100 million per year in
company income and
company record
of $ 46 million in one month Oversee
financial management providing best practices and strategic planning Build and strengthen relationships with third party payors including Medicare, Medicaid, and others Author and present reports to senior leadership regarding
company financial health Set and strictly adhere to departmental budgets and project timelines Ensure compliance with applicable laws and industry regulations Establish and maintain detailed records regarding claims, billing, and client information Create and implement clinical and nonclinical team training activities Consistently promoted for excellence in management, customer
service, and revenue generation Study internal literature to become an expert on products and
services Represent
company brand with poise, integrity, and positivity
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer
service activities for multiple
financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project
financial institutions Oversee
company expansion and branch openings in new markets and territories Manage client assets in excess
of $ 285 million across a wide range
of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent
company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and
services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records
of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they
understand the brand and adhere to
company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines
Retail Sales Manager — Duties & Responsibilities Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement
company marketing, public relations, and promotional strategies Represent
company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and
services Interact with support staff and
company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Recruit, train, and direct staff ensuring they
understand the brand and adhere to
company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and direct purchasing and inventory replenishment Manage
company financial records providing detailed, accurate account
of transactions and
financial health Provide additional operational support including communications, data entry, and other tasks as needed
Accountant — Duties & Responsibilities Trained in corporate finance and accounting with a proven record
of academic excellence Maintain proficiencies in industry accounting software including QuickBooks Online Pro and PTS Skilled in
financial management and customer
service best practices Oversee
company payroll, P&L statements, credit cards, savings accounts and general ledger Provide exceptional customer
service resulting in client loyalty and referrals Build and strengthen professional relationships with clients, vendors, and corporate partners Responsible for corporate cash flow, inventory, and other assets Create spreadsheets tracking sales, customer
service, accounting, and other activities and data Author and present reports regarding corporate
financial health, customer
service operations, and sales Train junior team members ensuring they
understand the brand and adhere to corporate protocols Perform all duties in a professional, positive, and timely manner
Project Manager / Compliance Officer — Duties & Responsibilities Oversee daily operational aspects
of a fast paced, high intensity
financial institution Recruit, train, and direct staffs ensuring they
understand the brand and adhere to
company policies and procedures Manage compliance with regulatory authorities including the SEC, NYSE, and NASD Analyze
financial information and present reports to external regulators and internal management Determine compliance issue severity and escalate to senior compliance officer as needed Conduct internal compliance investigations coordinating efforts between various support
services Track and maintain detailed records
of all compliance inquiries Direct and contribute to special
company projects as needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board
of Directors, Chief Executive Officer, and other key figures on a daily basis Partner with various
company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and
services Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as needed Represent
company brand with poise, integrity, and positivity
Account Representative — Duties & Responsibilities Experienced manager with a background in purchasing, inventory, customer
service, accounting, and sales Recruit, train, and direct staff ensuring they
understand the brand and adhere to
company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Oversee $ 8.9 million
company inventory, supply, and purchasing operations Achieve fill rate performance
of 95.7 % in 2010 Oversee varied material purchasing while constantly analyzing market and pricing trends Review proposals, negotiate prices, select suppliers, and oversee purchasing / delivery logistics Responsible for forecasting, requirements analysis preparation and execution, RFP processes, bid analysis, negotiations, and contract awards in accordance with
company guidelines Provide
financial oversight
of accounts receivable, payable, and general ledger ensuring profitable operations Serve as departmental liaison for corporate Diversity and Inclusion initiative Represent
company brand with poise, integrity, and positivity
Compliance Officer — Duties & Responsibilities Responsible for identification and investigation
of suspicious
financial transactions Examine
financial records, customer activity, and recommend appropriate remedial measures Maintain comprehensive records detailing ongoing investigations, activity reports, and other pertinent data Coordinate investigations and situation reports with legal department and applicable regulatory authorities Develop proficiencies in industry specific
financial monitoring software programs Perform public figure, employee, Advice
of Drawing, Dreyfuss and International Cash Letter investigations Design and implement employee training and development materials to enhance team efficacy Serve on Oversight Committee to assist in strategic planning and best practice development Train and oversee teller team and bank support staff ensuring professional operations Study internal literature to become an expert on products and
services Craft effective presentations and proposals regarding compliance best practices and client investigations Recruit, train, and direct staff ensuring they
understand the brand and adhere to
company policies and procedures Strictly adhere to budgets and schedules Represent
company brand with poise, integrity, and positivity