Anna Lasko Email and Phone Number

Responsible for supporting multiple operating processes or transactions and maintaining client relationships. Responsible for servicing requests and ensuring timely, accurate, compliant and complete reconciliation of accounts. Essential Responsibilities: - Service deals, including preparing all necessary documentation and associated data entry and communicating with stakeholders as needed.-Ensure timely, accurate, and complete reconciliation of all accounts (e.g. credit limits, contractual pricing, accruals, borrowing bases, etc.).-Drive operational metrics to closure within designated targets (i.e. fees, principal, expense reimbursements, loan terminations) including researching and identifying root causes.-Minimize organizational risk by leveraging operational controls, identifying suspicious/inconsistent activity, notifying appropriate parties and taking appropriate action. -Maintain strong working knowledge of portfolio, clients, loan accounting, operational procedures, systems, controls and regulatory requirements.

Key -go-to- for costumers forecasting and budgeting, and reviews. Provide quality customer service by consistently demonstrating a sincere interest and willingness to meet customer needs in a timely manner.Demonstrate ongoing commitment and a tireless work ethic complemented by expert knowledge of financial products Analyze financial data trends to timely adjust products and services to clients. Maintaining communications with government agencies regarding financial claimFinance

Managing daily referral process flow Receiving incoming calls from agencies, clients, and staff and identifying/taking appropriate actions needed Obtaining daily reportsExceptional customer service skills and capability to work in fast past environment under pressure with great results.

Generated budgets and forecasts on a quarterly basis and presented to the management team. Generated end of month reports indicating company performance. Reported on variances in quarterly costing reports. Prepared annual company accounts and reports. Performed document and processing system audit to ensure information integrity.Perform bank reconciliation, credit card statements, reconciliation and other G/L account reconciliation. Financial statement, payroll, bank deposit.Managed payroll function for employees.Monitored and recorded company expenses. Making quick decisions under pressure with great results Responding to 100 or more emails per day and phone callsProcessing and closing over 50 loans per month