William Fatica - Personal Assistant Resume Simple
SUMMARY
To obtain a position that will enable me to utilize my skills and knowledge to help the company grow and expand my career. I am a self-motivated, and organized professional with a strong work ethic.
SKILLS
  • loans, credit, audits, lending, benefits
  • annuities, mutual funds, mortgage, credit, consolidation, manager, audits, cash, brokerage, loans, series 6, collaboration, solutions
WORK EXPERIENCES
  • 2017-12-262017-12-26

    Personal Assistant

    Computer Associates

    • Perform audits of loans, lending, and other benefits to ensure that they are in line with the company's goals and objectives.
    • Review and approve credit applications for new and existing customers. Provide assistance to the credit department. Assist in the development of the company’s financial plan.
    • Provide excellent customer service to clients and prospects through the use of a variety of financial products. Maintain a high level of customer satisfaction.
    • Manage the company's financial and operational systems, including the development of a new chart of accounts. The system is to be used to track and monitor the progress of the company.
    • Manage the daily cash flow of the company, including the preparation of the bank reconciliation and the reconciliation of the bank accounts.
    • Review and process all invoices for payment, including the matching of invoices to the appropriate purchase orders. Process and reconcile vendor statements.
  • 2017-12-262017-12-26

    Personal Banker

    Unleashed by Petco

    • Conduct financial seminars to educate clients on the best products available for their needs and help them achieve their goals.
    • Develop and maintain a strong pipeline of prospects through cold calling, referrals, and referrals. Research and resolve client issues.
    • Provide mortgage solutions, including FHA, VA, Conventional, and other investments. Experienced in the preparation of financial plans, budgeting, and cash flow.
    • Responsible for the organization of all financial products including brokerage, mutual funds, credit cards, and loans. Provide consultative support to the Finance team.
    • Financial Manager-responsible for the design and execution of a new branch, including the creation of a new account, a retail sales approach, and the development of a flexible budget.
    • Achieved a top performer award for the financial center in the region. The branch was ranked in the top 5 in the district for the highest number of retail branches.

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