Analyzed financial statements of North American businesses that accept Visa, MasterCard and American Express credit cards and calculated financial risk exposure of their credit card processing payments Conducted research on business industries and used trend analysis in Microsoft Excel to determine high risk merchant businesses and monitored changes and trends in different industriesModified new merchant accounts by negotiating collateral requirements and forecasting future processing trendsReviewed financial statements/tax returns and performed financial ratio analysis Coordinated risk mitigation efforts with other areas of the business such as Legal and Operations and presented findings to senior managementExecuted adverse actions on some merchant accounts while maintaining strong business rapport with clients

Responsible for updating alumni records of University of Delaware alumniUpdated alumni with new information about the UniversityCommunicated with each prospect with respect and sensitivityReceived the most pledges/donations and ranked 2nd best caller of 2009-2010 school year

Helped financial advisors with net worth statementsOrganized client informationAssisted with mailings for seminarsObserved financial advisors during sales call Participated in weekly seminars designed to provide knowledge in finance industry

Promoted interaction between local businesses and the university communityAssisted local business owners advertise their company to the student community

Transferred money between accountsResponsible for telling customers their account balancesIdentified any holds on accountsReviewed customers past transactions