Alison Ramirez Email & Phone Number

Houston, Tx, Us

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 mitigations- Serve as the primary point of contact for clients and executes- Execute all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs - Managing client portfolios and delivering daily cashflows

• 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