Carlos Perez Email & Phone Number

Scranton, Pa, Us

Dunmore, Pennsylvania, United States

Develop and maintain knowledge of Trust, Investments, and all Wealth Management procedures to ensure accurate handling of responsibilities.Processes various receipts, disbursements, and transfers across all types of accounts, as assignedPerform various account and or name and address record maintenances and required account coding on Trust Accounting System as directed by the Trust Administrator/Officer, Investment Officer and/or Trust Operations ManagerAdd users to the online Client Portal, and provide reset support as requested.Responsible for the collection, sorting and distribution of all mail for Wealth management – Trust and Investment Services Department.Experience with new system conversion process requirements

Scranton, Pennsylvania Area

• Provide training direction, encouragement and motivation advice to prepare athletes for games.• Evaluate athletes’ skills and review performance records to determine their fitness and potential in a particulararea of athletics.• Adjust coaching techniques, based on the strengths and weaknesses of athletes.• Contact the parents of players to provide information on child performance and respond to questions.

Scranton, Pennsylvania, United States

Design a set of coaches selection criteria and hire all the team coaches.Designing a Coach’s Code of Conduct. Train and monitor the team coaches andhelp them plan and implement practice sessions. Design and administer acontinuing education program for the team coaches. Conduct coaches clinics.Design manuals for the team coachesDesign a player evaluation/feedback process that guides the team coaches inhow and when to provide feedback to the players. Report to the Club Board and attend the board meetings.• Promote the club within the community and help with public relations.

Scranton, Pennsylvania Area

• Monthly reconciliation of customer / carrier/ set deposits• Updated Accounts Receivable spreadsheet and balanced to General Ledger• Posted various journal entries to record miscellaneous expenses• Completed monthly reconciliations of major company bank accounts• Entered invoices into our Accounts Payable system after checking for invoice accuracy and for appropriateapprovals• Assisted with the invoicing and record keeping for single family & major multi-family projects

Scranton, Pennsylvania Area

• Received payments by cash, check, credit cards or debit cards.• Processed merchandise returns and exchanges.• Counted money in cash drawers at the beginning of shifts to ensure that amounts were correct and that there wasadequate change.• Issued receipts, refunds, credits, or change due to customer• Assisted customers by providing information and resolving their complaints