- Analyzed Financial products of multiple currency portfolios ranging from $1MLN to $1BLN to maximize return on investment.- Maintained database by verifying information and recording new information by performing SOX (Sarbanes Oxley) call back verification across global client regions.(APAC - EMEA - AMER)- Interpreted and updated the internal and external static foreign currency settlement instructions for third party client in UBS (Union Bank of Switzerland).- Handled internal and external inquiries submitted by accounts payable clerk, finance director and other department heads, providing outstanding client service when resolving issues.- Used Smart Client - UBS (Union Bank of Switzerland) data base software to create reports and recommended courses of action to upper management.- Achieved “Spot Award” for Q4 2019.

(Canada Project under Markham-London-Toronto-Calgary-Winnipeg-Mississauga-Halifax market locations)- Reviewed applications for insurance coverage ranging from $1MLN to $2MLN and reports from loss control specialists to determine risks.- Interpreted and Analyzed various Line of Businesses renewals such as COMMERCIAL, AUTOMOBILE, EXECUTIVE DIRECTOR LIABILITY, CYBER INSURANCE, AVIATION, ENVIRONMENT and GENERAL LIABILITY lines.- Calculated group and individual insurance premiums based on client background, industry and demographic information.- Entered payments account information and call logs into EPIC software.- Audited insurance financial statements for Automatic and Standard renewals.- Achieved “Kaizen” Certificate for successfully completing Kaizen project for Q2 2018.