Alison Ramirez Email & Phone Number

New York, NY, US

- Process updates to client accounts and company records- Investigate and correct errors in client accounts- Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data- Work closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk.

• Consult and coach clients through their personal credit scores.
• Assist clients by removing negatively impacting items on credit reports.
• Manage, operate, and execute Bloom Credit Fix by fostering client relationships, generating higher credit scores, and maintaining business books and records.
• Consistently educate myself by attending trainings and earning certifications to better advocate for clients.

Duluth, Georgia, US

• Consult clients and provide recommendations on insurance products such as, life insurance, annuities, and investments.
• Analyze client’s current portfolios and implement products based on Financial goals.
• Interview prospect clients to gather data about them.
• Provide good customer service to maintain and retain clients.

• Created, managed, and organized all file systems and folders; hard copy and on the computer
• Authored, maintained, and distributed a myriad of financial and production reports including cash flow reports, invoices, purchase orders, contracts, vendor, and job files.
• Analyzed current and past financial data and performance to identify great investment opportunities for the company.
• Assist with production of annual budget for review.
• Provided independent oversight of tasks to ensure completion and adherence to deadlines.

Chicago, IL, US

- Suite Attendant in the Private suites at Kyle Field - Worked catering gigs for Texas A&M events

Bachelor Of Business Administration - Bba, Finance, General

Education record